Rick Ferri Core Four
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Jan 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.19% | 0.91% | 2.50% | 2.60% | 13.11% | 28.90% | 22.03% | 71.12% |
| Bill Schultheis Coffeehouse | -0.23% | -0.00% | 2.33% | 3.04% | 9.19% | 21.51% | 18.50% | 64.16% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 8.91% | 14.13% | -16.26% | 11.20% | 11.85% | 19.41% | -5.35% | 14.51% | 6.56% | |
| Bill Schultheis Coffeehouse | 7.54% | 11.47% | -13.77% | 13.61% | 9.24% | 18.67% | -4.93% | 10.75% | 9.50% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 71.12% | 5.95% | 5.53% | -38.08% | 0.28 | 0.33 | 0.16 | 0.08 |
| Bill Schultheis Coffeehouse | 64.16% | 5.59% | 5.09% | -34.41% | 0.23 | 0.28 | 0.16 | 0.08 |
Total Return
No Taxes, No Rebalancing.