Rick Ferri Core Four
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Nov 13, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.22% | 0.60% | 0.56% | -3.07% | 7.72% | 42.35% | 19.22% | 106.56% |
| Rick Ferri Core Four | -0.18% | 0.73% | -0.15% | -2.89% | 7.42% | 42.92% | 27.94% | 109.76% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 7.65% | 14.32% | -21.39% | 16.10% | 11.96% | 22.54% | -5.76% | 14.83% | 6.95% | |
| 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 |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 106.56% | 7.99% | 7.55% | -47.60% | 0.42 | 0.52 | 0.17 | 0.08 |
| Rick Ferri Core Four | 109.76% | 8.00% | 7.71% | -37.31% | 0.47 | 0.57 | 0.21 | 0.06 |