Rick Ferri Core Four
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Nov 21, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.96% | -0.87% | -2.30% | 0.88% | 6.30% | 24.16% | 15.42% | 53.75% |
| Rick Ferri Core Four | 0.76% | -1.00% | -1.94% | 0.96% | 8.49% | 28.53% | 20.62% | 55.28% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 7.38% | 14.01% | -21.27% | 16.04% | 11.96% | 22.44% | -5.62% | 14.79% | 6.99% | -0.29% |
| Rick Ferri Core Four | 8.91% | 14.13% | -16.26% | 11.20% | 11.85% | 19.41% | -5.35% | 14.51% | 6.56% | -0.36% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 53.75% | 5.02% | 4.41% | -44.03% | 0.17 | 0.21 | 0.11 | 0.10 |
| Rick Ferri Core Four | 55.28% | 4.99% | 4.51% | -36.10% | 0.19 | 0.22 | 0.14 | 0.08 |
Total Return
No Taxes, No Rebalancing.