Harry Brown Permanent
VS
Rick Ferri Core Four
Total Return by Period
Updated: Aug 31, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.24% | -0.12% | 1.02% | 0.47% | 13.33% | 44.83% | 31.86% | 109.69% |
| Harry Brown Permanent | -0.22% | -1.05% | 3.06% | -0.45% | 12.42% | 47.63% | 35.37% | 96.51% |
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% | |
| Harry Brown Permanent | 11.59% | 11.44% | -13.91% | 4.10% | 16.68% | 16.49% | -1.76% | 10.77% | 5.79% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 109.69% | 8.01% | 7.71% | -36.58% | 0.47 | 0.56 | 0.22 | 0.06 |
| Harry Brown Permanent | 96.51% | 7.10% | 7.01% | -28.68% | 0.52 | 0.69 | 0.25 | 0.05 |