Rick Ferri Core Four
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Jul 24, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 0.11% | -0.42% | -0.49% | 1.45% | 12.60% | 39.23% | 31.13% | 107.97% |
| Bill Schultheis Coffeehouse | 0.39% | -0.16% | -0.23% | 2.64% | 13.44% | 35.51% | 29.24% | 99.17% |
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 | 107.97% | 7.92% | 7.62% | -37.11% | 0.46 | 0.55 | 0.21 | 0.06 |
| Bill Schultheis Coffeehouse | 99.17% | 7.53% | 7.15% | -32.71% | 0.41 | 0.49 | 0.23 | 0.06 |