Bogleheads Three Fund
VS
Rick Ferri Core Four
Total Return by Period
Updated: Mar 18, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | -1.06% | -1.43% | -3.26% | 0.20% | 14.53% | 44.99% | 35.57% | 121.55% |
| Rick Ferri Core Four | -1.07% | -1.35% | -3.29% | 0.80% | 13.85% | 41.92% | 31.99% | 107.46% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 11.10% | 15.81% | -16.19% | 11.25% | 13.81% | 20.08% | -5.00% | 15.27% | 7.14% | |
| 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 Three Fund | 121.55% | 8.58% | 8.30% | -40.39% | 0.51 | 0.61 | 0.21 | 0.06 |
| Rick Ferri Core Four | 107.46% | 7.90% | 7.59% | -39.25% | 0.46 | 0.54 | 0.20 | 0.06 |