Gold (GLD)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Dec 09, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.13% | -0.27% | -0.86% | 1.15% | 5.95% | 25.33% | 14.37% | 58.66% |
| Gold (GLD) | 0.51% | 0.04% | 1.98% | 15.55% | 57.89% | 131.89% | 125.01% | 275.72% |
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% | -0.29% |
| Gold (GLD) | 26.85% | 12.84% | -0.63% | 92.00% | 25.03% | 17.98% | -1.76% | 12.91% | 8.31% | -10.58% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 58.66% | 5.34% | 4.74% | -45.05% | 0.20 | 0.24 | 0.12 | 0.10 |
| Gold (GLD) | 275.72% | 14.37% | 14.19% | -41.37% | 0.77 | 1.10 | 0.35 | 0.08 |
Total Return
No Taxes, No Rebalancing.