Short-Term US Treasuries (SHY)
VS
Rick Ferri Core Four
Total Return by Period
Updated: Aug 27, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 0.14% | 0.62% | 2.16% | 1.40% | 13.93% | 47.08% | 33.38% | 111.66% |
| Short-Term US Treasuries (SHY) | -0.02% | 0.02% | 0.34% | 0.27% | 2.23% | 12.60% | 8.96% | 17.67% |
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% | |
| Short-Term US Treasuries (SHY) | 3.91% | 4.16% | -3.88% | -0.71% | 3.03% | 3.38% | 1.46% | 0.26% | 0.82% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 111.66% | 8.10% | 7.81% | -36.70% | 0.48 | 0.57 | 0.22 | 0.06 |
| Short-Term US Treasuries (SHY) | 17.67% | 1.64% | 1.64% | -6.17% | -0.86 | -1.26 | 0.27 | 0.02 |