Technology
VS
Rick Ferri Core Four Portfolio
Total Return by Period
Updated: Oct 31, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four Portfolio | 0.05% | -0.39% | 0.48% | 5.46% | 11.14% | 36.55% | 30.83% | 58.20% |
| Technology | 0.10% | 2.42% | 5.61% | 16.96% | 35.30% | 137.13% | 171.22% | 579.20% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four Portfolio | 8.91% | 14.13% | -16.26% | 11.20% | 11.85% | 19.41% | -5.35% | 14.51% | 6.56% | -0.36% |
| Technology | 21.59% | 55.85% | -27.69% | 34.59% | 43.15% | 49.79% | -1.72% | 34.17% | 15.01% | 5.52% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four Portfolio | 58.20% | 5.18% | 4.71% | -35.97% | 0.20 | 0.24 | 0.14 | 0.08 |
| Technology | 579.20% | 22.15% | 21.17% | -141.07% | 0.79 | 1.02 | 0.16 | 0.10 |
Total Return
No Taxes, No Rebalancing.