Rick Ferri Core Four
VS
William Bernstein's Coward
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% |
| William Bernstein's Coward | -0.04% | -0.12% | 2.34% | 5.81% | 11.25% | 27.41% | 23.99% | 75.59% |
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% | |
| William Bernstein's Coward | 8.95% | 11.14% | -9.89% | 11.89% | 8.07% | 15.61% | -4.78% | 11.41% | 8.55% |
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 |
| William Bernstein's Coward | 75.59% | 6.18% | 5.81% | -28.81% | 0.31 | 0.38 | 0.21 | 0.06 |
Total Return
No Taxes, No Rebalancing.