Rick Ferri Core Four
VS
Bogleheads Three Fund
Total Return by Period
Updated: Apr 17, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 0.95% | 2.68% | 6.93% | 2.80% | 25.16% | 46.90% | 37.69% | 129.22% |
| Rick Ferri Core Four | 0.96% | 2.57% | 7.06% | 3.10% | 24.06% | 43.81% | 34.29% | 114.65% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bogleheads Three Fund | 11.10% | 15.81% | -16.19% | 11.25% | 13.81% | 20.08% | -5.00% | 15.27% | 7.14% | |
| 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 Three Fund | 129.22% | 8.92% | 8.67% | -39.19% | 0.54 | 0.65 | 0.23 | 0.06 |
| Rick Ferri Core Four | 114.65% | 8.24% | 7.96% | -38.03% | 0.49 | 0.58 | 0.22 | 0.06 |