Rick Ferri Core Four
VS
David Swensen Unconventional Success
Total Return by Period
Updated: May 08, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.73% | 1.73% | 4.53% | 4.56% | 21.57% | 44.05% | 29.48% | 114.16% |
| Rick Ferri Core Four | 0.67% | 1.62% | 4.02% | 3.74% | 21.07% | 46.19% | 34.85% | 117.57% |
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 | 114.16% | 8.35% | 7.93% | -48.54% | 0.45 | 0.55 | 0.17 | 0.08 |
| Rick Ferri Core Four | 117.57% | 8.38% | 8.10% | -38.46% | 0.50 | 0.60 | 0.22 | 0.06 |