Rick Ferri Core Four
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jun 25, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.31% | -0.33% | -0.20% | 11.35% | 17.26% | 42.96% | 27.26% | 115.55% |
| Rick Ferri Core Four | 0.28% | -0.60% | -0.48% | 9.82% | 16.21% | 44.80% | 33.28% | 121.24% |
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 | 115.55% | 8.42% | 8.01% | -48.85% | 0.45 | 0.56 | 0.17 | 0.08 |
| Rick Ferri Core Four | 121.24% | 8.54% | 8.29% | -39.21% | 0.52 | 0.62 | 0.22 | 0.06 |