US Municipal Bonds (MUB)
VS
Rick Ferri Core Four
Total Return by Period
Updated: Oct 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 0.12% | 0.20% | 0.93% | 0.20% | 6.94% | 53.60% | 30.68% | 112.29% |
| US Municipal Bonds (MUB) | -0.11% | 1.28% | 2.91% | -1.08% | -0.64% | 12.21% | 2.47% | 19.33% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 9.22% | 14.54% | -16.50% | 11.52% | 11.85% | 19.63% | -5.42% | 14.57% | 6.58% | |
| US Municipal Bonds (MUB) | 1.26% | 5.56% | -7.35% | 1.02% | 5.12% | 7.05% | 0.93% | 4.72% | -0.17% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 112.29% | 8.12% | 7.84% | -37.35% | 0.48 | 0.58 | 0.22 | 0.06 |
| US Municipal Bonds (MUB) | 19.33% | 1.90% | 1.79% | -15.66% | -0.22 | -0.24 | 0.12 | 0.04 |