Rick Ferri Core Four Portfolio: Rolling Returns

Data Source: from January 1970 to February 2024 (~54 years)
Consolidated Returns as of 29 February 2024

Holding the Rick Ferri Core Four Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~54 years), the longest period with a negative return lasted 116 months (from July 1999 to February 2009).

This means that every rolling period of 117 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Rick Ferri Core Four Portfolio: ETF allocation and returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

RICK FERRI CORE FOUR PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to February 2024

The annualized return of the last 10 years has been 7.70% (updated at Feb 29, 2024).

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

RICK FERRI CORE FOUR PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1970 - 29 February 2024 (~54 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -37.84 03/2008
02/2009
0.62$ -5.21 0.94$ 11.18 1.11$ 19.46 1.19$ 50.17 03/2009
02/2010
1.50$ 17.75 22.92%
2Y -21.61 03/2007
02/2009
0.61$ -1.88 0.96$ 10.50 1.22$ 16.73 1.36$ 34.70 03/2009
02/2011
1.81$ 3.66 18.10%
3Y -11.08 03/2006
02/2009
0.70$ 1.34 1.04$ 9.02 1.29$ 14.99 1.52$ 23.15 03/2009
02/2012
1.86$ 4.84 13.54%
4Y -5.71 03/2005
02/2009
0.79$ 1.37 1.05$ 8.46 1.38$ 14.17 1.69$ 19.71 03/2009
02/2013
2.05$ 9.17 7.35%
5Y -2.71 03/2004
02/2009
0.87$ 2.86 1.15$ 7.31 1.42$ 12.59 1.80$ 19.13 03/2009
02/2014
2.39$ 8.65 1.99%
6Y 2.92 03/1997
02/2003
1.18$ 4.32 1.28$ 7.38 1.53$ 10.60 1.83$ 17.57 03/2009
02/2015
2.64$ 7.72 0.00%
7Y 0.61 03/2002
02/2009
1.04$ 5.51 1.45$ 7.13 1.61$ 9.61 1.90$ 13.50 03/2009
02/2016
2.42$ 8.32 0.00%
8Y -0.14 03/2001
02/2009
0.98$ 5.74 1.56$ 7.19 1.74$ 9.70 2.09$ 14.14 03/2009
02/2017
2.88$ 9.57 0.38%
9Y -0.90 03/2000
02/2009
0.92$ 5.49 1.61$ 7.59 1.93$ 9.48 2.25$ 13.90 03/2009
02/2018
3.22$ 7.45 0.79%
10Y 0.83 03/1999
02/2009
1.08$ 5.64 1.73$ 7.95 2.14$ 9.48 2.47$ 12.78 03/2009
02/2019
3.32$ 7.70 0.00%
11Y 1.39 03/1998
02/2009
1.16$ 4.79 1.67$ 7.77 2.27$ 9.59 2.73$ 12.20 03/2009
02/2020
3.54$ 8.50 0.00%
12Y 2.99 03/1997
02/2009
1.42$ 5.02 1.80$ 7.42 2.35$ 9.68 3.03$ 13.08 03/2009
02/2021
4.37$ 8.63 0.00%
13Y 3.86 03/1996
02/2009
1.63$ 5.45 1.99$ 7.40 2.53$ 8.99 3.06$ 12.62 03/2009
02/2022
4.69$ 8.18 0.00%
14Y 4.91 10/1997
09/2011
1.95$ 5.88 2.22$ 7.15 2.63$ 8.52 3.14$ 10.95 03/2009
02/2023
4.28$ 9.03 0.00%
15Y 4.79 03/1994
02/2009
2.01$ 6.10 2.43$ 7.14 2.81$ 7.97 3.15$ 11.39 03/2009
02/2024
5.04$ 11.39 0.00%
16Y 5.16 03/2000
02/2016
2.23$ 6.20 2.61$ 7.17 3.02$ 8.25 3.55$ 9.27 10/2002
09/2018
4.12$ 7.40 0.00%
17Y 5.54 01/2000
12/2016
2.50$ 6.41 2.87$ 7.36 3.34$ 8.26 3.85$ 9.20 02/2003
01/2020
4.46$ 6.88 0.00%
18Y 5.94 03/1998
02/2016
2.82$ 6.37 3.04$ 7.39 3.60$ 8.20 4.13$ 9.78 04/2003
03/2021
5.36$ 7.28 0.00%
19Y 5.49 01/2000
12/2018
2.76$ 6.56 3.34$ 7.43 3.90$ 8.43 4.65$ 9.73 01/2003
12/2021
5.83$ 7.55 0.00%
20Y 5.22 04/2000
03/2020
2.76$ 6.54 3.55$ 7.52 4.26$ 8.43 5.04$ 8.77 12/1994
11/2014
5.37$ 7.68 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -37.84 03/2008
02/2009
0.62$ -7.90 0.92$ 8.89 1.08$ 17.07 1.17$ 47.01 03/2009
02/2010
1.47$ 14.64 26.07%
2Y -23.18 03/2007
02/2009
0.59$ -5.54 0.89$ 7.68 1.15$ 13.88 1.29$ 31.88 03/2009
02/2011
1.73$ -0.64 22.55%
3Y -12.98 03/2006
02/2009
0.65$ -1.58 0.95$ 6.61 1.21$ 12.11 1.40$ 20.27 03/2009
02/2012
1.73$ -0.64 20.62%
4Y -8.05 03/2005
02/2009
0.71$ -0.90 0.96$ 6.29 1.27$ 11.54 1.54$ 17.02 03/2009
02/2013
1.87$ 4.42 20.13%
5Y -5.21 03/2004
02/2009
0.76$ 0.45 1.02$ 5.25 1.29$ 10.15 1.62$ 16.73 03/2009
02/2014
2.16$ 4.37 11.30%
6Y 0.55 03/1997
02/2003
1.03$ 1.84 1.11$ 4.80 1.32$ 8.44 1.62$ 15.60 03/2009
02/2015
2.38$ 3.91 0.00%
7Y -1.92 03/2002
02/2009
0.87$ 3.09 1.23$ 4.38 1.35$ 7.67 1.67$ 11.73 03/2009
02/2016
2.17$ 4.70 1.44%
8Y -2.47 03/2001
02/2009
0.81$ 3.29 1.29$ 4.64 1.43$ 7.62 1.79$ 12.20 03/2009
02/2017
2.51$ 5.99 2.64%
9Y -3.34 03/2000
02/2009
0.73$ 3.34 1.34$ 5.07 1.56$ 7.31 1.88$ 11.90 03/2009
02/2018
2.75$ 4.22 4.35%
10Y -1.72 03/1999
02/2009
0.84$ 3.37 1.39$ 5.47 1.70$ 7.26 2.01$ 10.82 03/2009
02/2019
2.79$ 4.80 2.49%
11Y -1.09 03/1998
02/2009
0.88$ 2.28 1.28$ 5.29 1.76$ 7.11 2.12$ 10.20 03/2009
02/2020
2.91$ 5.73 0.87%
12Y 0.56 03/1997
02/2009
1.06$ 2.49 1.34$ 5.16 1.82$ 7.11 2.27$ 11.08 03/2009
02/2021
3.52$ 5.90 0.00%
13Y 1.36 03/1996
02/2009
1.19$ 2.96 1.46$ 5.21 1.93$ 6.51 2.27$ 10.13 03/2009
02/2022
3.50$ 5.44 0.00%
14Y 2.38 10/1997
09/2011
1.39$ 3.39 1.59$ 5.01 1.98$ 6.21 2.32$ 8.21 03/2009
02/2023
3.01$ 6.31 0.00%
15Y 2.22 03/1994
02/2009
1.39$ 3.65 1.71$ 4.81 2.02$ 5.82 2.33$ 8.63 03/2009
02/2024
3.46$ 8.63 0.00%
16Y 2.99 03/2000
02/2016
1.60$ 3.79 1.81$ 4.68 2.07$ 5.99 2.53$ 7.02 10/2002
09/2018
2.96$ 4.91 0.00%
17Y 3.32 01/2000
12/2016
1.74$ 4.03 1.95$ 4.89 2.25$ 6.04 2.70$ 6.98 02/2003
01/2020
3.15$ 4.29 0.00%
18Y 3.71 03/1998
02/2016
1.92$ 4.15 2.07$ 5.06 2.43$ 5.69 2.70$ 7.58 04/2003
03/2021
3.72$ 4.69 0.00%
19Y 3.27 01/2000
12/2018
1.84$ 4.31 2.22$ 4.92 2.49$ 5.99 3.01$ 7.31 11/2002
10/2021
3.82$ 4.89 0.00%
20Y 3.08 04/2000
03/2020
1.83$ 4.30 2.32$ 5.13 2.72$ 5.94 3.17$ 6.39 11/2001
10/2021
3.44$ 4.99 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -37.84 03/2008
02/2009
0.62$ -2.35 0.97$ 12.02 1.12$ 22.13 1.22$ 53.97 07/1982
06/1983
1.53$ 17.75 19.09%
2Y -21.61 03/2007
02/2009
0.61$ 2.28 1.04$ 11.22 1.23$ 17.73 1.38$ 35.43 07/1984
06/1986
1.83$ 3.66 12.76%
3Y -11.08 03/2006
02/2009
0.70$ 3.14 1.09$ 10.34 1.34$ 16.31 1.57$ 33.03 08/1984
07/1987
2.35$ 4.84 9.76%
4Y -5.71 03/2005
02/2009
0.79$ 2.95 1.12$ 9.84 1.45$ 15.96 1.80$ 28.04 08/1982
07/1986
2.68$ 9.17 3.81%
5Y -2.71 03/2004
02/2009
0.87$ 3.98 1.21$ 10.15 1.62$ 15.38 2.04$ 28.16 08/1982
07/1987
3.45$ 8.65 1.02%
6Y 2.92 03/1997
02/2003
1.18$ 5.01 1.34$ 9.25 1.70$ 15.04 2.31$ 23.06 10/1981
09/1987
3.47$ 7.72 0.00%
7Y 0.61 03/2002
02/2009
1.04$ 6.04 1.50$ 9.43 1.87$ 14.36 2.55$ 22.48 08/1982
07/1989
4.13$ 8.32 0.00%
8Y -0.14 03/2001
02/2009
0.98$ 6.46 1.65$ 9.57 2.07$ 14.76 3.00$ 19.57 08/1982
07/1990
4.17$ 9.57 0.18%
9Y -0.90 03/2000
02/2009
0.92$ 6.81 1.80$ 9.48 2.25$ 15.01 3.51$ 19.36 04/1978
03/1987
4.91$ 7.45 0.37%
10Y 0.83 03/1999
02/2009
1.08$ 6.71 1.91$ 9.58 2.49$ 14.56 3.89$ 18.56 09/1977
08/1987
5.48$ 7.70 0.00%
11Y 1.39 03/1998
02/2009
1.16$ 6.73 2.04$ 9.66 2.75$ 14.68 4.51$ 17.47 09/1976
08/1987
5.87$ 8.50 0.00%
12Y 2.99 03/1997
02/2009
1.42$ 6.71 2.18$ 9.57 2.99$ 14.68 5.17$ 17.59 10/1975
09/1987
6.98$ 8.63 0.00%
13Y 3.86 03/1996
02/2009
1.63$ 6.60 2.29$ 9.62 3.29$ 14.58 5.86$ 18.47 10/1974
09/1987
9.05$ 8.18 0.00%
14Y 4.91 10/1997
09/2011
1.95$ 6.83 2.52$ 9.61 3.61$ 14.37 6.55$ 16.75 10/1974
09/1988
8.74$ 9.03 0.00%
15Y 4.79 03/1994
02/2009
2.01$ 6.69 2.64$ 9.56 3.93$ 14.23 7.35$ 17.15 10/1974
09/1989
10.73$ 11.39 0.00%
16Y 5.16 03/2000
02/2016
2.23$ 6.82 2.87$ 9.31 4.15$ 14.04 8.18$ 15.93 07/1982
06/1998
10.64$ 7.40 0.00%
17Y 5.54 01/2000
12/2016
2.50$ 7.04 3.18$ 9.35 4.57$ 13.95 9.20$ 15.68 07/1982
06/1999
11.90$ 6.88 0.00%
18Y 5.86 03/1991
02/2009
2.78$ 7.18 3.48$ 9.63 5.23$ 13.84 10.31$ 15.42 04/1982
03/2000
13.21$ 7.28 0.00%
19Y 5.49 01/2000
12/2018
2.76$ 7.18 3.73$ 9.77 5.87$ 13.77 11.60$ 15.29 10/1974
09/1993
14.92$ 7.55 0.00%
20Y 5.22 04/2000
03/2020
2.76$ 7.34 4.12$ 9.77 6.44$ 13.45 12.47$ 14.93 04/1980
03/2000
16.17$ 7.68 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -37.88 10/1973
09/1974
0.62$ -6.47 0.93$ 7.92 1.07$ 18.19 1.18$ 50.25 07/1982
06/1983
1.50$ 14.64 26.76%
2Y -23.37 10/1972
09/1974
0.58$ -2.99 0.94$ 6.34 1.13$ 14.44 1.30$ 31.91 08/1984
07/1986
1.74$ -0.64 20.41%
3Y -12.98 03/2006
02/2009
0.65$ -1.37 0.95$ 6.19 1.19$ 12.70 1.43$ 29.14 08/1984
07/1987
2.15$ -0.64 19.35%
4Y -8.05 03/2005
02/2009
0.71$ -0.94 0.96$ 5.90 1.25$ 12.19 1.58$ 24.38 08/1982
07/1986
2.39$ 4.42 18.91%
5Y -5.47 01/1970
12/1974
0.75$ 0.33 1.01$ 5.74 1.32$ 11.42 1.71$ 24.26 08/1982
07/1987
2.96$ 4.37 13.03%
6Y -3.47 12/1972
11/1978
0.80$ 1.66 1.10$ 5.79 1.40$ 11.02 1.87$ 18.85 10/1981
09/1987
2.81$ 3.91 6.39%
7Y -2.84 04/1973
03/1980
0.81$ 2.75 1.20$ 5.58 1.46$ 10.61 2.02$ 18.28 08/1982
07/1989
3.23$ 4.70 6.00%
8Y -2.47 03/2001
02/2009
0.81$ 2.99 1.26$ 5.77 1.56$ 10.44 2.21$ 15.29 08/1982
07/1990
3.12$ 5.99 5.77%
9Y -3.34 03/2000
02/2009
0.73$ 3.02 1.30$ 6.00 1.68$ 10.20 2.39$ 13.79 08/1982
07/1991
3.19$ 4.22 5.89%
10Y -2.19 08/1972
07/1982
0.80$ 3.22 1.37$ 6.35 1.85$ 9.86 2.56$ 12.78 08/1982
07/1992
3.32$ 4.80 3.77%
11Y -1.09 03/1998
02/2009
0.88$ 2.30 1.28$ 6.64 2.02$ 9.46 2.70$ 12.90 08/1982
07/1993
3.79$ 5.73 1.93%
12Y 0.29 04/1970
03/1982
1.03$ 2.69 1.37$ 6.37 2.09$ 9.50 2.97$ 11.89 08/1982
07/1994
3.85$ 5.90 0.00%
13Y 1.36 03/1996
02/2009
1.19$ 3.27 1.51$ 6.37 2.23$ 9.20 3.13$ 11.83 08/1984
07/1997
4.28$ 5.44 0.00%
14Y 2.38 10/1997
09/2011
1.39$ 3.79 1.68$ 6.24 2.33$ 9.13 3.39$ 11.66 07/1982
06/1996
4.68$ 6.31 0.00%
15Y 2.22 03/1994
02/2009
1.39$ 4.16 1.84$ 5.87 2.35$ 8.99 3.63$ 12.55 08/1982
07/1997
5.88$ 8.63 0.00%
16Y 2.84 03/1993
02/2009
1.56$ 4.29 1.95$ 6.06 2.56$ 8.77 3.84$ 12.24 07/1982
06/1998
6.34$ 4.91 0.00%
17Y 2.92 03/1992
02/2009
1.63$ 4.61 2.15$ 6.02 2.70$ 8.76 4.16$ 12.08 07/1982
06/1999
6.95$ 4.29 0.00%
18Y 3.21 03/1991
02/2009
1.76$ 4.58 2.23$ 6.10 2.90$ 8.57 4.39$ 11.78 08/1982
07/2000
7.42$ 4.69 0.00%
19Y 3.13 03/1990
02/2009
1.79$ 4.69 2.39$ 5.95 2.99$ 8.57 4.77$ 10.77 10/1981
09/2000
6.98$ 4.89 0.00%
20Y 3.08 04/2000
03/2020
1.83$ 4.91 2.61$ 5.94 3.16$ 8.52 5.12$ 10.66 04/1980
03/2000
7.57$ 4.99 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.02% +53.97%
Jul 1982 - Jun 1983
-37.84%
Mar 2008 - Feb 2009
19.09%
122 out of 639
US Inflation Adjusted +7.92% +50.25%
Jul 1982 - Jun 1983
-37.88%
Oct 1973 - Sep 1974
26.76%
171 out of 639
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.22% +35.43%
Jul 1984 - Jun 1986
-21.61%
Mar 2007 - Feb 2009
12.76%
80 out of 627
US Inflation Adjusted +6.34% +31.91%
Aug 1984 - Jul 1986
-23.37%
Oct 1972 - Sep 1974
20.41%
128 out of 627
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.34% +33.03%
Aug 1984 - Jul 1987
-11.08%
Mar 2006 - Feb 2009
9.76%
60 out of 615
US Inflation Adjusted +6.19% +29.14%
Aug 1984 - Jul 1987
-12.98%
Mar 2006 - Feb 2009
19.35%
119 out of 615
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.84% +28.04%
Aug 1982 - Jul 1986
-5.71%
Mar 2005 - Feb 2009
3.81%
23 out of 603
US Inflation Adjusted +5.90% +24.38%
Aug 1982 - Jul 1986
-8.05%
Mar 2005 - Feb 2009
18.91%
114 out of 603
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.15% +28.16%
Aug 1982 - Jul 1987
-2.71%
Mar 2004 - Feb 2009
1.02%
6 out of 591
US Inflation Adjusted +5.74% +24.26%
Aug 1982 - Jul 1987
-5.47%
Jan 1970 - Dec 1974
13.03%
77 out of 591
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.25% +23.06%
Oct 1981 - Sep 1987
+2.92%
Mar 1997 - Feb 2003
0.00%
0 out of 579
US Inflation Adjusted +5.79% +18.85%
Oct 1981 - Sep 1987
-3.47%
Dec 1972 - Nov 1978
6.39%
37 out of 579
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.43% +22.48%
Aug 1982 - Jul 1989
+0.61%
Mar 2002 - Feb 2009
0.00%
0 out of 567
US Inflation Adjusted +5.58% +18.28%
Aug 1982 - Jul 1989
-2.84%
Apr 1973 - Mar 1980
6.00%
34 out of 567
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.57% +19.57%
Aug 1982 - Jul 1990
-0.14%
Mar 2001 - Feb 2009
0.18%
1 out of 555
US Inflation Adjusted +5.77% +15.29%
Aug 1982 - Jul 1990
-2.47%
Mar 2001 - Feb 2009
5.77%
32 out of 555
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.48% +19.36%
Apr 1978 - Mar 1987
-0.90%
Mar 2000 - Feb 2009
0.37%
2 out of 543
US Inflation Adjusted +6.00% +13.79%
Aug 1982 - Jul 1991
-3.34%
Mar 2000 - Feb 2009
5.89%
32 out of 543
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.58% +18.56%
Sep 1977 - Aug 1987
+0.83%
Mar 1999 - Feb 2009
0.00%
0 out of 531
US Inflation Adjusted +6.35% +12.78%
Aug 1982 - Jul 1992
-2.19%
Aug 1972 - Jul 1982
3.77%
20 out of 531
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.66% +17.47%
Sep 1976 - Aug 1987
+1.39%
Mar 1998 - Feb 2009
0.00%
0 out of 519
US Inflation Adjusted +6.64% +12.90%
Aug 1982 - Jul 1993
-1.09%
Mar 1998 - Feb 2009
1.93%
10 out of 519
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.57% +17.59%
Oct 1975 - Sep 1987
+2.99%
Mar 1997 - Feb 2009
0.00%
0 out of 507
US Inflation Adjusted +6.37% +11.89%
Aug 1982 - Jul 1994
+0.29%
Apr 1970 - Mar 1982
0.00%
0 out of 507
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.62% +18.47%
Oct 1974 - Sep 1987
+3.86%
Mar 1996 - Feb 2009
0.00%
0 out of 495
US Inflation Adjusted +6.37% +11.83%
Aug 1984 - Jul 1997
+1.36%
Mar 1996 - Feb 2009
0.00%
0 out of 495
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.61% +16.75%
Oct 1974 - Sep 1988
+4.91%
Oct 1997 - Sep 2011
0.00%
0 out of 483
US Inflation Adjusted +6.24% +11.66%
Jul 1982 - Jun 1996
+2.38%
Oct 1997 - Sep 2011
0.00%
0 out of 483
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.56% +17.15%
Oct 1974 - Sep 1989
+4.79%
Mar 1994 - Feb 2009
0.00%
0 out of 471
US Inflation Adjusted +5.87% +12.55%
Aug 1982 - Jul 1997
+2.22%
Mar 1994 - Feb 2009
0.00%
0 out of 471
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.31% +15.93%
Jul 1982 - Jun 1998
+5.16%
Mar 2000 - Feb 2016
0.00%
0 out of 459
US Inflation Adjusted +6.06% +12.24%
Jul 1982 - Jun 1998
+2.84%
Mar 1993 - Feb 2009
0.00%
0 out of 459
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.35% +15.68%
Jul 1982 - Jun 1999
+5.54%
Jan 2000 - Dec 2016
0.00%
0 out of 447
US Inflation Adjusted +6.02% +12.08%
Jul 1982 - Jun 1999
+2.92%
Mar 1992 - Feb 2009
0.00%
0 out of 447
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.63% +15.42%
Apr 1982 - Mar 2000
+5.86%
Mar 1991 - Feb 2009
0.00%
0 out of 435
US Inflation Adjusted +6.10% +11.78%
Aug 1982 - Jul 2000
+3.21%
Mar 1991 - Feb 2009
0.00%
0 out of 435
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.77% +15.29%
Oct 1974 - Sep 1993
+5.49%
Jan 2000 - Dec 2018
0.00%
0 out of 423
US Inflation Adjusted +5.95% +10.77%
Oct 1981 - Sep 2000
+3.13%
Mar 1990 - Feb 2009
0.00%
0 out of 423
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.77% +14.93%
Apr 1980 - Mar 2000
+5.22%
Apr 2000 - Mar 2020
0.00%
0 out of 411
US Inflation Adjusted +5.94% +10.66%
Apr 1980 - Mar 2000
+3.08%
Apr 2000 - Mar 2020
0.00%
0 out of 411
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Rick Ferri Core Four Portfolio: ETF allocation and returns page.