Rick Ferri Core Four
VS
Harry Brown Permanent
Total Return by Period
Updated: Apr 17, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 0.96% | 2.57% | 7.06% | 3.10% | 24.06% | 43.81% | 34.29% | 114.65% |
| Harry Brown Permanent | 0.93% | 1.88% | 5.02% | 2.41% | 22.29% | 49.77% | 43.32% | 111.99% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 9.22% | 14.54% | -16.50% | 11.52% | 11.85% | 19.63% | -5.42% | 14.57% | 6.58% | |
| Harry Brown Permanent | 11.59% | 11.44% | -13.91% | 4.10% | 16.68% | 16.49% | -1.76% | 10.77% | 5.79% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 114.65% | 8.24% | 7.96% | -38.03% | 0.49 | 0.58 | 0.22 | 0.06 |
| Harry Brown Permanent | 111.99% | 7.84% | 7.82% | -30.27% | 0.62 | 0.83 | 0.26 | 0.05 |