US Municipal Bonds (MUB)
VS
Rick Ferri Core Four
Total Return by Period
Updated: Oct 08, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.14% | 0.47% | -0.68% | -1.11% | 7.94% | 47.66% | 33.13% | 107.72% |
| US Municipal Bonds (MUB) | 0.22% | -0.32% | -1.66% | -5.08% | -2.64% | 7.89% | -0.37% | 15.36% |
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 | 107.72% | 7.91% | 7.61% | -36.95% | 0.46 | 0.55 | 0.21 | 0.06 |
| US Municipal Bonds (MUB) | 15.36% | 1.56% | 1.44% | -15.59% | -0.29 | -0.31 | 0.10 | 0.04 |