Gold (GLD)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Feb 06, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 1.34% | 0.77% | 1.28% | 3.12% | 10.87% | 24.46% | 14.88% | 74.15% |
| Gold (GLD) | 3.07% | 2.36% | 9.89% | 23.66% | 72.90% | 161.79% | 168.22% | 301.00% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 7.38% | 14.01% | -21.27% | 16.04% | 11.96% | 22.44% | -5.62% | 14.79% | 6.99% | |
| Gold (GLD) | 26.85% | 12.84% | -0.63% | 92.00% | 25.03% | 17.98% | -1.76% | 12.91% | 8.31% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 74.15% | 6.26% | 5.72% | -47.95% | 0.28 | 0.34 | 0.13 | 0.10 |
| Gold (GLD) | 301.00% | 15.14% | 14.94% | -60.55% | 0.78 | 1.05 | 0.25 | 0.08 |
Total Return
No Taxes, No Rebalancing.