Rick Ferri Core Four
VS
Bogleheads Three 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 Three Fund | 0.36% | 1.32% | 2.76% | 4.04% | 20.56% | 51.27% | 40.43% | 134.16% |
| 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 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 | 134.16% | 9.13% | 8.90% | -39.52% | 0.56 | 0.67 | 0.23 | 0.06 |
| Rick Ferri Core Four | 118.54% | 8.42% | 8.15% | -38.56% | 0.50 | 0.60 | 0.22 | 0.06 |