US Municipal Bonds (MUB)
VS
Rick Ferri Core Four
Total Return by Period
Updated: Jul 27, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 0.21% | 0.06% | -0.88% | 2.01% | 12.62% | 39.21% | 31.29% | 106.89% |
| US Municipal Bonds (MUB) | 0.24% | -0.56% | -1.51% | -0.87% | 5.14% | 8.43% | 2.50% | 18.91% |
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 | 106.89% | 7.87% | 7.57% | -36.83% | 0.46 | 0.55 | 0.21 | 0.06 |
| US Municipal Bonds (MUB) | 18.91% | 1.86% | 1.75% | -15.43% | -0.23 | -0.25 | 0.12 | 0.04 |