Rick Ferri Core Four
VS
Bogleheads Four Fund
Total Return by Period
Updated: Aug 05, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.10% | 3.32% | 1.80% | 2.90% | 16.04% | 47.48% | 38.41% | 127.64% |
| Rick Ferri Core Four | -0.06% | 2.88% | 1.65% | 2.52% | 15.64% | 44.57% | 33.62% | 111.53% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 11.36% | 16.15% | -16.16% | 11.26% | 13.36% | 19.96% | -4.67% | 15.13% | 7.40% | |
| Rick Ferri Core Four | 9.22% | 14.54% | -16.50% | 11.52% | 11.85% | 19.63% | -5.42% | 14.57% | 6.58% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 127.64% | 8.84% | 8.60% | -37.49% | 0.54 | 0.65 | 0.24 | 0.06 |
| Rick Ferri Core Four | 111.53% | 8.09% | 7.80% | -36.89% | 0.48 | 0.57 | 0.22 | 0.06 |