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 US Stocks Portfolio obtained a 16.21% compound annual return, with a 13.83% standard deviation, in the last 10 years.
Summary
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| Rick Ferri Core Four Portfolio | US Stocks Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 80% | 100% |
| Fixed Income | 20% | 0% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +11.10% | +16.21% |
| Std Dev | 10.79% | 13.83% | |
| Max Drawdown | -17.12% | -20.84% | |
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 |
| US Stocks Portfolio | +2.86 | +7.24 | +17.28 | +33.44 | +17.90 | +18.00 | +16.21 | +10.68 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1994.
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| Year | Rick Ferri Core Four Portfolio | US Stocks Portfolio |
|---|---|---|
| 2021 |
+14.43% | +20.56% |
| 2020 |
+13.93% | +21.03% |
| 2019 |
+24.04% | +30.67% |
| 2018 |
-6.41% | -5.21% |
| 2017 |
+17.86% | +21.21% |
| 2016 |
+8.53% | +12.83% |
| 2015 |
-0.67% | +0.36% |
| 2014 |
+8.52% | +12.54% |
| 2013 |
+19.22% | +33.45% |
| 2012 |
+14.47% | +16.45% |
| 2011 |
-0.63% | +0.97% |
| 2010 |
+14.71% | +17.42% |
| 2009 |
+26.02% | +28.89% |
| 2008 |
-29.77% | -36.98% |
| 2007 |
+6.37% | +5.37% |
| 2006 |
+17.60% | +15.69% |
| 2005 |
+8.20% | +6.31% |
| 2004 |
+14.45% | +12.79% |
| 2003 |
+28.09% | +30.75% |
| 2002 |
-11.49% | -20.47% |
| 2001 |
-7.43% | -10.97% |
| 2000 |
-4.44% | -10.57% |
| 1999 |
+18.14% | +23.81% |
| 1998 |
+15.32% | +23.26% |
| 1997 |
+18.08% | +30.99% |
| 1996 |
+14.61% | +20.96% |
| 1995 |
+22.74% | +35.79% |
| 1994 |
+1.06% | -0.17% |