China Equities (FXI)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jul 16, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.02% | 0.15% | -0.22% | 2.11% | 16.14% | 38.39% | 26.24% | 104.57% |
| China Equities (FXI) | 0.73% | 3.35% | 3.69% | -7.46% | -6.12% | 32.33% | -12.50% | 22.88% |
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% | |
| China Equities (FXI) | 28.99% | -12.43% | -20.68% | -20.05% | 8.92% | 14.81% | -13.24% | 36.20% | 1.08% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 104.57% | 7.89% | 7.44% | -46.24% | 0.41 | 0.50 | 0.17 | 0.08 |
| China Equities (FXI) | 22.88% | 5.84% | 2.09% | -104.40% | 0.10 | 0.16 | 0.06 | 0.30 |