Rick Ferri Core Four
VS
Bogleheads Four Fund
Total Return by Period
Updated: Nov 13, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | -0.22% | 0.94% | -0.44% | -2.76% | 7.72% | 45.26% | 32.48% | 124.08% |
| Rick Ferri Core Four | -0.18% | 0.73% | -0.15% | -2.89% | 7.42% | 42.92% | 27.94% | 109.76% |
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 | 124.08% | 8.68% | 8.43% | -37.54% | 0.53 | 0.64 | 0.23 | 0.06 |
| Rick Ferri Core Four | 109.76% | 8.00% | 7.71% | -37.31% | 0.47 | 0.57 | 0.21 | 0.06 |