Last Update: 31 August 2020

The Rick Ferri Core Four Portfolio obtained a 10.09% compound annual return, with a 10.85% standard deviation, in the last 10 years.

The Technology Portfolio obtained a 22.37% compound annual return, with a 15.50% standard deviation, in the last 10 years.

Summary

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Rick Ferri Core Four Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
10 Years Stats Return +10.09% +22.37%
Std Dev 10.85% 15.50%
Max Drawdown -17.12% -16.96%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2000

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Rick Ferri Core Four Portfolio +4.29 +11.31 +10.91 +12.91 +8.73 +9.58 +10.09 +6.35
Technology Portfolio +10.94 +26.58 +43.84 +58.56 +27.40 +24.25 +22.37 +6.54
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2000.

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Year Rick Ferri Core Four Portfolio Technology Portfolio
2020
+4.31% +39.23%
2019
+24.04% +38.96%
2018
-6.41% -0.12%
2017
+17.86% +32.66%
2016
+8.53% +7.10%
2015
-0.67% +9.45%
2014
+8.52% +19.18%
2013
+19.22% +36.63%
2012
+14.47% +18.12%
2011
-0.63% +3.47%
2010
+14.71% +20.14%
2009
+26.02% +54.68%
2008
-29.77% -41.73%
2007
+6.37% +19.02%
2006
+17.60% +7.14%
2005
+8.20% +1.57%
2004
+14.45% +10.54%
2003
+28.09% +49.67%
2002
-11.49% -37.37%
2001
-7.43% -33.34%
2000
-4.44% -36.11%
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