Rick Ferri Core Four
VS
William Bernstein's Coward
Total Return by Period
Updated: Sep 14, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.49% | -1.58% | -1.71% | -0.66% | 9.99% | 44.25% | 30.74% | 111.04% |
| William Bernstein's Coward | -0.47% | -1.41% | -1.74% | 0.09% | 12.03% | 42.32% | 36.87% | 109.57% |
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% | |
| William Bernstein's Coward | 9.43% | 11.81% | -10.40% | 12.60% | 7.98% | 16.60% | -4.88% | 11.74% | 8.56% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 111.04% | 8.07% | 7.78% | -37.24% | 0.48 | 0.57 | 0.22 | 0.06 |
| William Bernstein's Coward | 109.57% | 7.95% | 7.71% | -28.56% | 0.48 | 0.60 | 0.28 | 0.05 |