Harry Brown Permanent
VS
Rick Ferri Core Four
Total Return by Period
Updated: Jul 02, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 0.28% | 0.33% | -0.34% | 7.29% | 15.00% | 43.08% | 33.15% | 115.18% |
| Harry Brown Permanent | 0.66% | 0.57% | -2.10% | 0.40% | 11.93% | 43.51% | 35.20% | 94.62% |
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 | 115.18% | 8.25% | 7.98% | -37.94% | 0.49 | 0.59 | 0.22 | 0.06 |
| Harry Brown Permanent | 94.62% | 6.98% | 6.90% | -28.89% | 0.51 | 0.68 | 0.24 | 0.05 |