Rick Ferri Core Four
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jul 24, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.37% | -0.37% | -0.65% | 1.96% | 13.50% | 36.89% | 23.88% | 101.46% |
| Rick Ferri Core Four | 0.11% | -0.42% | -0.49% | 1.45% | 12.60% | 39.23% | 31.13% | 107.97% |
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 | 101.46% | 7.74% | 7.28% | -45.94% | 0.40 | 0.49 | 0.17 | 0.08 |
| Rick Ferri Core Four | 107.97% | 7.92% | 7.62% | -37.11% | 0.46 | 0.55 | 0.21 | 0.06 |