Bogleheads Three Fund
VS
Rick Ferri Core Four
Total Return by Period
Updated: Aug 18, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | -0.61% | -0.27% | 1.49% | 2.42% | 14.18% | 50.60% | 39.02% | 125.59% |
| Rick Ferri Core Four | -0.62% | -0.18% | 1.21% | 2.19% | 13.85% | 47.75% | 34.36% | 109.83% |
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 | 125.59% | 8.76% | 8.50% | -37.58% | 0.53 | 0.64 | 0.23 | 0.06 |
| Rick Ferri Core Four | 109.83% | 8.02% | 7.72% | -36.57% | 0.47 | 0.56 | 0.22 | 0.06 |