Last Update: 31 March 2024
The Rick Ferri Core Four Portfolio obtained a 8.26% compound annual return, with a 12.19% standard deviation, in the last 30 Years.
The Warren Buffett Portfolio obtained a 10.09% compound annual return, with a 13.63% standard deviation, in the last 30 Years.
Summary
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| Rick Ferri Core Four Portfolio | Warren Buffett Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 80% | 90% |
| Fixed Income | 20% | 10% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.26% | +10.09% |
| Std Dev | 12.19% | 13.63% | |
| Max Drawdown | -44.44% | -45.52% | |
| All time Stats (Since Jan 1970) |
Return | +9.72% | +10.31% |
| Std Dev | 12.30% | 13.94% | |
| Max Drawdown | -44.44% | -45.52% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1970
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four Portfolio | +2.48 | +17.07 | +17.90 | +8.83 | +7.93 | +8.26 | +9.72 |
| Warren Buffett Portfolio | +2.41 | +21.03 | +27.09 | +13.53 | +11.64 | +10.09 | +10.31 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Rick Ferri Core Four Portfolio: an investment of 1$, since April 1994,
now would be worth 10.82$, with a total return of 982.04%
(8.26% annualized).
Warren Buffett Portfolio: an investment of 1$, since April 1994, now would be worth 17.89$, with a total return of 1688.79% (10.09% annualized).
Warren Buffett Portfolio: an investment of 1$, since April 1994, now would be worth 17.89$, with a total return of 1688.79% (10.09% annualized).
Rick Ferri Core Four Portfolio: an investment of 1$, since January 1970,
now would be worth 153.43$, with a total return of 15243.31%
(9.72% annualized).
Warren Buffett Portfolio: an investment of 1$, since January 1970, now would be worth 205.47$, with a total return of 20446.71% (10.31% annualized).
Warren Buffett Portfolio: an investment of 1$, since January 1970, now would be worth 205.47$, with a total return of 20446.71% (10.31% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Rick Ferri Core Four Portfolio
|
Warren Buffett Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -45.52% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 22.14 | |||||
| -44.44% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 20.80 | |||||
| -39.67% | Sep 2000 | Sep 2002 (25) | Sep 2006 (73) | 20.20 | |||||
| -27.90% | Sep 2000 | Sep 2002 (25) | Feb 2004 (42) | 16.05 | |||||
| -23.46% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 12.38 | |||||
| -23.08% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 12.17 | |||||
| -17.49% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 7.96 | |||||
| -17.12% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 7.75 | |||||
| -15.17% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 6.63 | |||||
| -15.04% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 6.55 | |||||
| -13.83% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.74 | |||||
| -12.55% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.67 | |||||
| -12.09% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.58 | |||||
| -10.12% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.43 | |||||
| -8.57% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 4.41 | |||||
| -7.73% | Aug 2015 | Sep 2015 (2) | May 2016 (10) | 4.19 | |||||
| -6.30% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.87 | |||||
| -6.10% | Jan 2000 | Feb 2000 (2) | Mar 2000 (3) | 3.81 | |||||
| -6.10% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.85 | |||||
| -5.73% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.31 | |||||
Drawdown comparison chart since January 1970.
Swipe left to see all data
|
Rick Ferri Core Four Portfolio
|
Warren Buffett Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -45.52% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 22.14 | |||||
| -44.44% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 20.80 | |||||
| -40.52% | Jan 1973 | Sep 1974 (21) | Jun 1976 (42) | 17.75 | |||||
| -39.67% | Sep 2000 | Sep 2002 (25) | Sep 2006 (73) | 20.20 | |||||
| -33.44% | Jan 1973 | Sep 1974 (21) | Jan 1976 (37) | 15.05 | |||||
| -27.90% | Sep 2000 | Sep 2002 (25) | Feb 2004 (42) | 16.05 | |||||
| -27.35% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 14.38 | |||||
| -23.46% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 12.38 | |||||
| -23.08% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 12.17 | |||||
| -19.07% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 8.87 | |||||
| -17.49% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 7.96 | |||||
| -17.25% | Jan 1970 | Jun 1970 (6) | Dec 1970 (12) | 8.14 | |||||
| -17.12% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 7.75 | |||||
| -16.53% | Jan 1970 | Jun 1970 (6) | Dec 1970 (12) | 8.08 | |||||
| -15.17% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 6.63 | |||||
| -15.04% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 6.55 | |||||
| -14.61% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 7.47 | |||||
| -13.83% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.74 | |||||
| -13.10% | Jan 1977 | Feb 1978 (14) | Jul 1978 (19) | 7.16 | |||||
| -13.08% | Dec 1980 | Jul 1982 (20) | Oct 1982 (23) | 7.18 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+5.45%
|
-0.30% |
+8.94%
|
0.00% |
| 2023 |
+18.34%
|
-8.99% |
+24.87%
|
-7.55% |
| 2022 |
-17.83%
|
-23.46% |
-18.29%
|
-23.08% |
| 2021 |
+17.18%
|
-3.72% |
+24.59%
|
-4.32% |
| 2020 |
+13.93%
|
-17.12% |
+19.19%
|
-17.49% |
| 2019 |
+24.04%
|
-4.20% |
+28.46%
|
-5.73% |
| 2018 |
-6.41%
|
-10.12% |
-3.84%
|
-12.09% |
| 2017 |
+17.86%
|
0.00% |
+19.83%
|
0.00% |
| 2016 |
+8.53%
|
-4.54% |
+10.69%
|
-4.87% |
| 2015 |
-0.67%
|
-7.93% |
+0.96%
|
-7.73% |
| 2014 |
+8.52%
|
-2.80% |
+12.08%
|
-2.97% |
| 2013 |
+19.22%
|
-2.72% |
+29.44%
|
-2.62% |
| 2012 |
+14.47%
|
-6.30% |
+14.59%
|
-6.10% |
| 2011 |
-0.63%
|
-15.17% |
+1.43%
|
-15.04% |
| 2010 |
+14.71%
|
-9.66% |
+14.55%
|
-11.71% |
| 2009 |
+26.02%
|
-16.84% |
+24.66%
|
-16.03% |
| 2008 |
-29.77%
|
-33.12% |
-32.35%
|
-33.45% |
| 2007 |
+6.37%
|
-4.87% |
+6.30%
|
-4.37% |
| 2006 |
+17.60%
|
-2.92% |
+14.32%
|
-2.48% |
| 2005 |
+8.20%
|
-2.68% |
+5.58%
|
-3.97% |
| 2004 |
+14.45%
|
-3.58% |
+9.73%
|
-2.96% |
| 2003 |
+28.09%
|
-3.31% |
+25.87%
|
-3.66% |
| 2002 |
-11.49%
|
-17.29% |
-19.13%
|
-24.82% |
| 2001 |
-7.43%
|
-16.02% |
-10.04%
|
-20.31% |
| 2000 |
-4.44%
|
-9.70% |
-7.27%
|
-11.55% |
| 1999 |
+18.14%
|
-2.86% |
+19.15%
|
-5.59% |
| 1998 |
+15.32%
|
-12.55% |
+26.49%
|
-13.83% |
| 1997 |
+18.08%
|
-4.11% |
+30.52%
|
-5.15% |
| 1996 |
+14.61%
|
-3.35% |
+21.03%
|
-3.99% |
| 1995 |
+22.74%
|
-1.10% |
+34.91%
|
-0.25% |
| 1994 |
+1.06%
|
-5.04% |
+1.01%
|
-6.47% |
| 1993 |
+15.79%
|
-3.96% |
+9.53%
|
-2.10% |
| 1992 |
+3.42%
|
-3.82% |
+7.36%
|
-2.36% |
| 1991 |
+23.73%
|
-4.00% |
+28.35%
|
-4.14% |
| 1990 |
-8.36%
|
-14.61% |
-2.00%
|
-12.77% |
| 1989 |
+20.02%
|
-2.01% |
+29.38%
|
-2.30% |
| 1988 |
+17.02%
|
-2.82% |
+15.17%
|
-3.40% |
| 1987 |
+8.59%
|
-19.07% |
+4.71%
|
-27.35% |
| 1986 |
+26.76%
|
-4.50% |
+17.29%
|
-7.59% |
| 1985 |
+33.14%
|
-2.36% |
+29.49%
|
-3.46% |
| 1984 |
+6.41%
|
-6.59% |
+6.99%
|
-6.07% |
| 1983 |
+20.06%
|
-2.93% |
+19.96%
|
-3.02% |
| 1982 |
+17.46%
|
-9.28% |
+21.09%
|
-7.70% |
| 1981 |
-0.58%
|
-10.04% |
-3.26%
|
-10.93% |
| 1980 |
+24.04%
|
-10.43% |
+29.60%
|
-8.82% |
| 1979 |
+17.81%
|
-7.52% |
+17.05%
|
-6.17% |
| 1978 |
+12.62%
|
-7.80% |
+5.62%
|
-8.58% |
| 1977 |
+4.23%
|
-3.09% |
-6.77%
|
-10.10% |
| 1976 |
+19.80%
|
-2.37% |
+22.58%
|
-1.97% |
| 1975 |
+28.58%
|
-10.18% |
+34.14%
|
-11.01% |
| 1974 |
-18.64%
|
-25.28% |
-23.54%
|
-30.75% |
| 1973 |
-11.83%
|
-12.76% |
-14.10%
|
-15.10% |
| 1972 |
+18.99%
|
-0.46% |
+17.45%
|
-1.74% |
| 1971 |
+18.29%
|
-5.60% |
+13.67%
|
-7.10% |
| 1970 |
+2.93%
|
-16.53% |
+4.95%
|
-17.25% |
