Utilities
VS
Rick Ferri Core Four
Total Return by Period
Updated: Dec 12, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.60% | -0.17% | 0.68% | 1.37% | 9.37% | 28.73% | 19.51% | 61.73% |
| Utilities | -0.49% | -1.09% | -51.75% | -49.91% | -44.80% | -41.06% | -31.19% | 1.18% |
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% |
| Utilities | 23.23% | -7.18% | 1.50% | 17.61% | 0.30% | 25.87% | 3.98% | 12.00% | 16.02% | -4.89% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 61.73% | 5.39% | 4.94% | -36.67% | 0.22 | 0.27 | 0.15 | 0.08 |
| Utilities | 1.18% | 3.95% | 0.12% | -118.54% | 0.04 | 0.03 | 0.03 | 0.10 |
Total Return
No Taxes, No Rebalancing.