Harry Brown Permanent
VS
Rick Ferri Core Four


Total Return by Period

Updated: Dec 05, 2025

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Rick Ferri Core Four0.03%-0.15%0.96%2.60%8.62%30.51%19.33%59.24%
Harry Brown Permanent-0.13%-0.65%1.20%4.98%15.81%41.90%30.09%83.76%

Total Return by Year

Name2024202320222021202020192018201720162015
Rick Ferri Core Four8.91%14.13%-16.26%11.20%11.85%19.41%-5.35%14.51%6.56%-0.36%
Harry Brown Permanent11.39%11.40%-13.69%28.48%16.49%16.54%-1.62%10.63%5.99%-2.86%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
Rick Ferri Core Four59.24%5.24%4.77%-36.66%0.210.250.140.08
Harry Brown Permanent83.76%6.38%6.29%-29.83%0.450.630.210.06

Total Return

No Taxes, No Rebalancing.

Subscribe To Our Newsletter
Stay ahead with weekly market updates, portfolio performance insights, and smart investing tips—straight to your inbox.