Energy
VS
Rick Ferri Core Four
Total Return by Period
Updated: Feb 20, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 0.49% | 0.55% | 1.73% | 5.31% | 12.98% | 34.07% | 19.37% | 73.66% |
| Energy | -0.54% | 0.98% | 11.57% | -38.63% | -40.90% | -34.72% | 18.84% | -2.47% |
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% | |
| Energy | 5.54% | -0.64% | 64.24% | 53.27% | -33.32% | 11.72% | -18.03% | -0.90% | 27.86% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 73.66% | 6.10% | 5.69% | -37.96% | 0.29 | 0.35 | 0.16 | 0.08 |
| Energy | -2.47% | 6.14% | -0.25% | -98.35% | 0.09 | 0.10 | 0.06 | 0.24 |
Total Return
No Taxes, No Rebalancing.