Sixty Forty
VS
Rick Ferri Core Four
Total Return by Period
Updated: Dec 19, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 0.48% | 0.04% | 1.97% | 1.19% | 10.41% | 43.09% | 32.75% | 101.41% |
| Rick Ferri Core Four | -0.09% | -0.26% | 1.35% | 0.80% | 11.81% | 32.21% | 18.51% | 60.26% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% | 0.46% |
| Rick Ferri Core Four | 8.91% | 14.13% | -16.26% | 11.20% | 11.85% | 19.41% | -5.35% | 14.51% | 6.56% | -0.36% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 101.41% | 7.68% | 7.27% | -40.07% | 0.41 | 0.50 | 0.19 | 0.07 |
| Rick Ferri Core Four | 60.26% | 5.30% | 4.84% | -36.77% | 0.22 | 0.26 | 0.14 | 0.08 |
Total Return
No Taxes, No Rebalancing.