Utilities
VS
Rick Ferri Core Four
Total Return by Period
Updated: Jan 30, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.52% | 0.04% | 1.55% | 2.04% | 12.17% | 28.26% | 21.44% | 72.34% |
| Utilities | -0.18% | 1.62% | 0.16% | -51.46% | -44.79% | -37.40% | -30.41% | -6.08% |
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% | |
| Utilities | 23.23% | -7.18% | 1.50% | 17.61% | 0.30% | 25.87% | 3.98% | 12.00% | 16.02% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 72.34% | 6.02% | 5.61% | -38.75% | 0.29 | 0.34 | 0.16 | 0.08 |
| Utilities | -6.08% | 3.20% | -0.63% | -110.81% | 0.01 | 0.01 | 0.03 | 0.12 |
Total Return
No Taxes, No Rebalancing.