China Equities (FXI)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Dec 26, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.03% | 0.73% | -0.47% | 1.52% | 10.60% | 29.87% | 15.05% | 57.71% |
| China Equities (FXI) | 0.99% | 0.85% | -1.52% | -3.47% | 25.10% | 33.69% | -13.20% | 8.17% |
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% |
| China Equities (FXI) | 28.93% | -12.36% | -20.63% | -19.99% | 8.80% | 14.81% | -13.23% | 36.11% | 1.06% | -12.79% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 57.71% | 5.28% | 4.67% | -44.38% | 0.19 | 0.24 | 0.12 | 0.10 |
| China Equities (FXI) | 8.17% | 4.67% | 0.79% | -93.14% | 0.06 | 0.09 | 0.05 | 0.32 |
Total Return
No Taxes, No Rebalancing.