Rick Ferri Core Four
VS
Bogleheads Three Fund
Total Return by Period
Updated: Jan 07, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | -0.18% | 1.09% | 0.48% | 2.04% | 14.00% | 36.96% | 23.11% | 85.92% |
| Rick Ferri Core Four | -0.22% | 1.04% | 0.47% | 1.88% | 13.74% | 31.73% | 18.80% | 69.68% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 10.65% | 15.77% | -15.94% | 10.99% | 13.51% | 19.89% | -4.89% | 15.08% | 7.25% | |
| Rick Ferri Core Four | 8.91% | 14.13% | -16.26% | 11.20% | 11.85% | 19.41% | -5.35% | 14.51% | 6.56% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 85.92% | 6.80% | 6.41% | -38.98% | 0.35 | 0.43 | 0.17 | 0.07 |
| Rick Ferri Core Four | 69.68% | 5.87% | 5.44% | -37.92% | 0.27 | 0.33 | 0.15 | 0.08 |
Total Return
No Taxes, No Rebalancing.