William Bernstein's Coward
VS
Rick Ferri Core Four
Total Return by Period
Updated: Dec 09, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.11% | -0.01% | -0.40% | 1.74% | 8.26% | 30.05% | 19.20% | 61.93% |
| William Bernstein's Coward | -0.09% | 0.11% | 0.03% | 1.48% | 6.03% | 23.89% | 23.64% | 63.17% |
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% |
| William Bernstein's Coward | 8.95% | 11.14% | -9.89% | 11.89% | 8.07% | 15.61% | -4.78% | 11.41% | 8.55% | -1.15% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 61.93% | 5.41% | 4.95% | -37.26% | 0.23 | 0.27 | 0.15 | 0.08 |
| William Bernstein's Coward | 63.17% | 5.46% | 5.03% | -28.24% | 0.24 | 0.29 | 0.19 | 0.06 |
Total Return
No Taxes, No Rebalancing.