Rick Ferri Core Four
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Aug 25, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 0.51% | 0.74% | 2.46% | 1.77% | 14.23% | 47.98% | 34.20% | 112.64% |
| Bill Schultheis Coffeehouse | 0.32% | 0.62% | 1.27% | 2.62% | 13.95% | 42.96% | 30.83% | 102.68% |
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% | |
| Bill Schultheis Coffeehouse | 8.28% | 12.11% | -14.40% | 14.11% | 8.77% | 19.25% | -5.14% | 11.29% | 9.60% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 112.64% | 8.15% | 7.86% | -36.82% | 0.48 | 0.58 | 0.22 | 0.06 |
| Bill Schultheis Coffeehouse | 102.68% | 7.71% | 7.34% | -32.55% | 0.42 | 0.51 | 0.24 | 0.06 |