William Bernstein's Coward
VS
Rick Ferri Core Four
Total Return by Period
Updated: Oct 16, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.43% | -0.59% | -0.77% | -0.44% | 8.01% | 47.35% | 31.09% | 108.64% |
| William Bernstein's Coward | -0.32% | -0.54% | -0.44% | -0.17% | 10.53% | 43.84% | 36.50% | 107.74% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 9.22% | 14.54% | -16.50% | 11.52% | 11.85% | 19.63% | -5.42% | 14.57% | 6.58% | |
| William Bernstein's Coward | 9.43% | 11.81% | -10.40% | 12.60% | 7.98% | 16.60% | -4.88% | 11.74% | 8.56% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | 108.64% | 7.95% | 7.65% | -37.06% | 0.46 | 0.56 | 0.21 | 0.06 |
| William Bernstein's Coward | 107.74% | 7.86% | 7.61% | -28.55% | 0.47 | 0.59 | 0.28 | 0.05 |