Rick Ferri Core Four
VS
Bogleheads Four Fund
Total Return by Period
Updated: May 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Four Fund | 0.34% | 1.31% | 2.81% | 4.05% | 20.18% | 51.48% | 40.62% | 134.39% |
| Rick Ferri Core Four | 0.28% | 1.20% | 2.42% | 3.26% | 19.66% | 48.05% | 35.72% | 118.54% |
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 | 134.39% | 9.13% | 8.91% | -39.11% | 0.57 | 0.68 | 0.23 | 0.06 |
| Rick Ferri Core Four | 118.54% | 8.42% | 8.15% | -38.56% | 0.50 | 0.60 | 0.22 | 0.06 |