William Bernstein's Coward
VS
Rick Ferri Core Four
Total Return by Period
Updated: Aug 18, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four | -0.62% | -0.18% | 1.21% | 2.19% | 13.85% | 47.75% | 34.36% | 109.83% |
| William Bernstein's Coward | -0.65% | -0.07% | 1.37% | 3.27% | 15.56% | 44.98% | 40.29% | 108.48% |
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 | 109.83% | 8.02% | 7.72% | -36.57% | 0.47 | 0.56 | 0.22 | 0.06 |
| William Bernstein's Coward | 108.48% | 7.90% | 7.65% | -28.62% | 0.48 | 0.58 | 0.28 | 0.05 |