Sixty Forty
VS
Rick Ferri Core Four


Total Return by Period

Updated: Jan 20, 2026

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Sixty Forty-1.29%-1.41%-0.66%0.50%8.89%38.44%30.30%110.14%
Rick Ferri Core Four-1.06%-0.84%0.51%0.97%12.38%28.95%17.78%70.24%

Total Return by Year

Name2024202320222021202020192018201720162015
Sixty Forty14.66%17.59%-16.75%14.16%15.99%21.78%-3.03%14.04%8.75%
Rick Ferri Core Four8.91%14.13%-16.26%11.20%11.85%19.41%-5.35%14.51%6.56%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
Sixty Forty110.14%8.10%7.73%-41.58%0.450.540.190.07
Rick Ferri Core Four70.24%5.90%5.48%-38.37%0.270.330.150.08

Total Return

No Taxes, No Rebalancing.

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