Last Update: 31 August 2021

The Rick Ferri Core Four Portfolio obtained a 11.1% compound annual return, with a 10.79% standard deviation, in the last 10 years.

The Stocks/Bonds 80/20 Portfolio obtained a 13.65% compound annual return, with a 11.05% standard deviation, in the last 10 years.

Summary

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Rick Ferri Core Four Portfolio Stocks/Bonds 80/20 Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 80%
Fixed Income 20% 20%
Commodities 0% 0%
10 Years Stats Return +11.10% +13.65%
Std Dev 10.79% 11.05%
Max Drawdown -17.12% -16.53%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1994

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Rick Ferri Core Four Portfolio +1.95 +4.63 +12.48 +24.98 +13.28 +12.51 +11.10 +8.76
Stocks/Bonds 80/20 Portfolio +2.33 +6.29 +14.27 +26.42 +15.54 +15.08 +13.65 +9.83
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1994.

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Year Rick Ferri Core Four Portfolio Stocks/Bonds 80/20 Portfolio
2021
+14.43% +16.28%
2020
+13.93% +18.36%
2019
+24.04% +26.30%
2018
-6.41% -4.19%
2017
+17.86% +17.68%
2016
+8.53% +10.77%
2015
-0.67% +0.40%
2014
+8.52% +11.20%
2013
+19.22% +26.34%
2012
+14.47% +13.79%
2011
-0.63% +2.36%
2010
+14.71% +15.18%
2009
+26.02% +23.84%
2008
-29.77% -28.21%
2007
+6.37% +5.68%
2006
+17.60% +13.41%
2005
+8.20% +5.53%
2004
+14.45% +11.08%
2003
+28.09% +25.40%
2002
-11.49% -14.73%
2001
-7.43% -7.09%
2000
-4.44% -6.18%
1999
+18.14% +18.90%
1998
+15.32% +20.33%
1997
+18.08% +26.68%
1996
+14.61% +17.49%
1995
+22.74% +32.26%
1994
+1.06% -0.67%
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