Gold (GLD)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: May 19, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.45% | -1.38% | 0.59% | 1.32% | 16.20% | 41.51% | 27.95% | 115.65% |
| Gold (GLD) | -1.66% | -4.95% | -4.21% | -10.21% | 38.07% | 124.08% | 133.86% | 243.75% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 7.65% | 14.32% | -21.39% | 16.10% | 11.96% | 22.54% | -5.76% | 14.83% | 6.95% | |
| Gold (GLD) | 26.66% | 12.69% | -0.77% | -4.15% | 24.81% | 17.86% | -1.94% | 12.81% | 8.03% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 115.65% | 8.43% | 8.01% | -50.01% | 0.45 | 0.56 | 0.17 | 0.08 |
| Gold (GLD) | 243.75% | 13.67% | 13.18% | -79.58% | 0.67 | 0.88 | 0.17 | 0.09 |