Rick Ferri Core Four Portfolio
VS
Bogleheads Four Fund Portfolio
Total Return by Period
Updated: Nov 14, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund Portfolio | -0.09% | 0.06% | 0.15% | 2.92% | 9.96% | 34.16% | 27.07% | 73.32% |
| Rick Ferri Core Four Portfolio | -0.07% | 0.08% | -0.02% | 2.74% | 10.03% | 30.30% | 22.37% | 59.08% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund Portfolio | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% | -0.29% |
| Rick Ferri Core Four Portfolio | 8.91% | 14.13% | -16.26% | 11.20% | 11.85% | 19.41% | -5.35% | 14.51% | 6.56% | -0.36% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund Portfolio | 73.32% | 6.10% | 5.67% | -37.32% | 0.29 | 0.35 | 0.16 | 0.08 |
| Rick Ferri Core Four Portfolio | 59.08% | 5.23% | 4.76% | -36.51% | 0.21 | 0.25 | 0.14 | 0.08 |
Total Return
No Taxes, No Rebalancing.