Rick Ferri Core Four
VS
William Bernstein's Coward
Total Return by Period
Updated: Nov 13, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.18% | 0.73% | -0.15% | -2.89% | 7.42% | 42.92% | 27.94% | 109.76% |
| William Bernstein's Coward | -0.04% | 1.14% | 0.80% | -1.89% | 10.95% | 42.34% | 34.22% | 106.91% |
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 | 109.76% | 8.00% | 7.71% | -37.31% | 0.47 | 0.57 | 0.21 | 0.06 |
| William Bernstein's Coward | 106.91% | 7.82% | 7.56% | -28.04% | 0.47 | 0.58 | 0.28 | 0.05 |