Bogleheads Four Fund
VS
Rick Ferri Core Four
Total Return by Period
Updated: Aug 14, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.16% | 0.24% | 2.72% | 3.87% | 14.95% | 50.35% | 38.51% | 128.21% |
| Rick Ferri Core Four | -0.12% | 0.27% | 2.38% | 3.73% | 14.76% | 47.47% | 33.76% | 111.98% |
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 | 128.21% | 8.87% | 8.63% | -37.23% | 0.54 | 0.65 | 0.24 | 0.06 |
| Rick Ferri Core Four | 111.98% | 8.12% | 7.83% | -36.70% | 0.48 | 0.57 | 0.22 | 0.06 |