Consumer Discretionary
VS
Rick Ferri Core Four
Total Return by Period
Updated: Dec 30, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.00% | 0.20% | 0.54% | 1.18% | 12.73% | 34.26% | 19.09% | 62.62% |
| Consumer Discretionary | -0.41% | -1.48% | -49.09% | -50.09% | -46.76% | -6.81% | -25.14% | 53.99% |
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% |
| Consumer Discretionary | 26.37% | 39.50% | -36.19% | 27.83% | 29.27% | 28.34% | 1.78% | 22.81% | 5.97% | 9.91% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 62.62% | 5.45% | 4.99% | -36.77% | 0.23 | 0.28 | 0.15 | 0.08 |
| Consumer Discretionary | 53.99% | 8.66% | 4.42% | -158.90% | 0.21 | 0.20 | 0.05 | 0.14 |
Total Return
No Taxes, No Rebalancing.