Rick Ferri Core Four
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Jun 05, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -1.83% | -1.71% | -0.88% | 4.47% | 16.52% | 43.28% | 32.30% | 111.36% |
| Bill Schultheis Coffeehouse | -1.22% | -0.87% | -0.23% | 4.02% | 16.00% | 38.61% | 27.71% | 101.86% |
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 | 111.36% | 8.08% | 7.79% | -37.82% | 0.47 | 0.57 | 0.21 | 0.06 |
| Bill Schultheis Coffeehouse | 101.86% | 7.66% | 7.29% | -33.57% | 0.42 | 0.50 | 0.23 | 0.06 |