Bogleheads Four Fund
VS
Rick Ferri Core Four
Total Return by Period
Updated: Apr 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.34% | 0.27% | 5.08% | 1.35% | 20.17% | 45.55% | 36.40% | 129.94% |
| Rick Ferri Core Four | -0.25% | 0.23% | 4.91% | 1.71% | 19.53% | 42.11% | 32.55% | 115.14% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 11.36% | 16.15% | -16.16% | 11.26% | 13.36% | 19.96% | -4.67% | 15.13% | 7.40% | |
| Rick Ferri Core Four | 9.22% | 14.54% | -16.50% | 11.52% | 11.85% | 19.63% | -5.42% | 14.57% | 6.58% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 129.94% | 8.94% | 8.71% | -39.32% | 0.55 | 0.66 | 0.23 | 0.06 |
| Rick Ferri Core Four | 115.14% | 8.26% | 7.99% | -38.50% | 0.49 | 0.59 | 0.21 | 0.06 |