Rick Ferri Core Four
VS
Harry Brown Permanent
Total Return by Period
Updated: Feb 17, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 0.03% | -0.10% | 2.33% | 4.73% | 12.46% | 31.65% | 18.90% | 72.91% |
| Harry Brown Permanent | -0.66% | -0.64% | 1.68% | 5.60% | 20.06% | 48.59% | 37.33% | 87.77% |
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 | 72.91% | 6.05% | 5.64% | -38.15% | 0.29 | 0.35 | 0.16 | 0.08 |
| Harry Brown Permanent | 87.77% | 6.61% | 6.52% | -29.22% | 0.47 | 0.63 | 0.23 | 0.06 |
Total Return
No Taxes, No Rebalancing.