Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Rick Ferri Core Four Moderate Fidelity Fund Picks | NA | 1.78% | 2.02% | 3.70% | 5.00% | 7.25% | 6.53% | 7.40% |
Data as of 12/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Rick Ferri Core Four Moderate Fidelity Fund Picks | 12/31/2000 | 03/06/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | 1.78 | 2.02 | 3.70 | 5.00 | 7.25 | 6.53 | 7.40 | NA | 1.21 | 20.55 | -12.96 | 5.07 | 7.47 | 14.81 | -2.59 | 9.02 | 4.73 | 6.34 | 6.41 | 17.08 | 17.79 | -2.07 | 22.13 | 27.95 | -25.35 | 3.63 | 14.14 | 9.79 | 16.29 | 24.15 | -2.61 | 11.19 |
| Sharpe Ratio | NA | -1.00 | -0.04 | 0.15 | 0.26 | NA | NA | 0.54 | -0.21 | -0.59 | 1.25 | -0.98 | 0.50 | 0.31 | 2.59 | -0.48 | 1.73 | 0.57 | 0.76 | 0.97 | 2.55 | 2.40 | -0.14 | 2.06 | 1.52 | -1.27 | 0.07 | 1.69 | 1.26 | 2.61 | 3.29 | -0.41 | 0.97 |
| Standard Deviation(%) | NA | 9.28 | 12.30 | 14.75 | 11.68 | NA | NA | 11.20 | 9.22 | 9.05 | 13.01 | 14.63 | 10.05 | 23.31 | 5.17 | 8.08 | 4.86 | 7.91 | 8.32 | 6.60 | 6.69 | 7.39 | 14.62 | 10.71 | 18.37 | 20.74 | 9.36 | 6.43 | 6.06 | 5.88 | 7.12 | 8.96 | 9.17 |
| Draw Down(%) | NA | 10.68 | 16.43 | 28.00 | 34.53 | NA | NA | 40.84 | 4.48 | 9.45 | 9.27 | 20.28 | 5.93 | 34.53 | 2.31 | 11.43 | 3.36 | 6.91 | 6.71 | 5.00 | 7.04 | 5.72 | 17.16 | 9.24 | 18.25 | 34.82 | 7.38 | 6.78 | 4.82 | 5.02 | 7.82 | 16.08 | 11.06 |
| Yield(%) | NA | 4.41 | 4.56 | 4.41 | 5.07 | NA | NA | 6.12 | NA | NA | 0.20 | 4.07 | 5.56 | 3.83 | 2.65 | 5.80 | 0.36 | 4.53 | 10.55 | 7.48 | 6.25 | 7.14 | 5.74 | 10.31 | 12.13 | 2.65 | 9.79 | 8.52 | 10.55 | 6.89 | 3.04 | 2.76 | 3.87 |
Data as of 12/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Rick Ferri Core Four Moderate Fidelity Fund Picks |
-9.71%
Feb 2006 - Feb 2009 |
-1.44%
Feb 2004 - Feb 2009 |
4.47%
Oct 2013 - Oct 2023 |
4.85%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Rick Ferri Core Four Moderate Fidelity Fund Picks |
23.82%
Feb 2009 - Feb 2012 |
20.14%
Feb 2009 - Feb 2014 |
12.59%
Feb 2009 - Feb 2019 |
10.16%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart