Rick Ferri Core Four
VS
Harry Brown Permanent
Total Return by Period
Updated: Jan 07, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.22% | 1.04% | 0.47% | 1.88% | 13.74% | 31.73% | 18.80% | 69.68% |
| Harry Brown Permanent | -0.18% | 1.31% | 1.17% | 2.93% | 21.31% | 44.14% | 30.14% | 88.29% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 8.91% | 14.13% | -16.26% | 11.20% | 11.85% | 19.41% | -5.35% | 14.51% | 6.56% | |
| Harry Brown Permanent | 11.39% | 11.40% | -13.69% | 28.48% | 16.49% | 16.54% | -1.62% | 10.63% | 5.99% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 69.68% | 5.87% | 5.44% | -37.92% | 0.27 | 0.33 | 0.15 | 0.08 |
| Harry Brown Permanent | 88.29% | 6.62% | 6.55% | -30.21% | 0.49 | 0.68 | 0.22 | 0.06 |
Total Return
No Taxes, No Rebalancing.