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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
P Richard Ferri Personal Retirement Savings Portfolio -0.07% 11.44% 2.54% 5.44% 5.67% 7.15% NA 5.66%
Data as of 01/08/2025, AR inception is 12/31/2007
More Performance Analytics Comparison
Name Start Date End Date
P Richard Ferri Personal Retirement Savings Portfolio 12/31/2007 01/08/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 0.12 11.44 2.54 5.44 5.67 7.15 NA 5.66 -0.07 10.74 16.39 -17.71 16.67 5.48 21.33 -9.95 14.67 9.36 -2.68 6.55 18.89 13.47 -1.14 16.89 26.81 -30.34 0.00
Sharpe Ratio NA 0.47 -0.12 0.18 0.29 NA NA 0.28 -0.01 0.39 1.05 -1.05 1.54 0.19 2.15 -0.96 2.42 0.80 -0.24 0.75 1.89 1.18 -0.06 1.02 1.08 -0.98 NA
Standard Deviation(%) NA 10.52 13.85 16.89 13.94 NA NA 16.40 9.27 10.59 11.55 18.16 10.84 27.03 9.28 11.73 5.81 11.50 11.50 8.68 10.00 11.37 20.36 16.45 24.74 31.97 NA
Draw Down(%) NA 5.91 23.35 30.35 30.35 NA NA 46.50 0.92 5.91 11.31 24.21 5.46 30.35 5.15 17.15 2.05 9.13 11.32 6.53 7.37 9.11 17.83 12.58 24.33 42.65 0.00
Yield(%) NA 2.57 2.16 1.81 1.52 NA NA 1.90 NA 0.51 2.53 1.75 2.12 1.09 1.40 1.03 0.76 1.24 1.29 2.25 1.10 1.70 2.80 2.94 3.02 2.95 0.00
Data as of 01/08/2025, AR inception is 12/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
P Richard Ferri Personal Retirement Savings Portfolio -1.65%
Mar 2017 - Mar 2020
0.58%
Mar 2015 - Mar 2020
4.00%
Oct 2013 - Oct 2023
4.99%
May 2008 - May 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
P Richard Ferri Personal Retirement Savings Portfolio 24.18%
Feb 2009 - Feb 2012
19.40%
Feb 2009 - Feb 2014
11.89%
Feb 2009 - Feb 2019
9.80%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart