Rick Ferri Core Four
VS
William Bernstein's Coward
Total Return by Period
Updated: May 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 0.28% | 1.20% | 2.42% | 3.26% | 19.66% | 48.05% | 35.72% | 118.54% |
| William Bernstein's Coward | 0.18% | 1.14% | 2.15% | 3.24% | 19.34% | 45.77% | 37.48% | 114.61% |
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 | 118.54% | 8.42% | 8.15% | -38.56% | 0.50 | 0.60 | 0.22 | 0.06 |
| William Bernstein's Coward | 114.61% | 8.20% | 7.96% | -29.45% | 0.50 | 0.61 | 0.28 | 0.05 |