Rick Ferri Core Four
VS
William Bernstein's Coward
Total Return by Period
Updated: Nov 21, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 0.76% | -1.00% | -1.94% | 0.96% | 8.49% | 28.53% | 20.62% | 55.28% |
| William Bernstein's Coward | 0.91% | -0.77% | -1.48% | 0.27% | 4.94% | 21.60% | 24.54% | 56.93% |
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% | -0.36% |
| William Bernstein's Coward | 8.95% | 11.14% | -9.89% | 11.89% | 8.07% | 15.61% | -4.78% | 11.41% | 8.55% | -1.15% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 55.28% | 4.99% | 4.51% | -36.10% | 0.19 | 0.22 | 0.14 | 0.08 |
| William Bernstein's Coward | 56.93% | 5.06% | 4.62% | -27.68% | 0.20 | 0.24 | 0.18 | 0.06 |
Total Return
No Taxes, No Rebalancing.