Emerging Markets Equities (EEM)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Oct 15, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.72% | 0.73% | -1.08% | -1.53% | 7.66% | 46.78% | 22.38% | 103.83% |
| Emerging Markets Equities (EEM) | -0.67% | -3.24% | -4.41% | 1.06% | 21.14% | 80.20% | 38.64% | 116.34% |
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% | |
| Emerging Markets Equities (EEM) | 6.53% | 8.95% | -20.55% | -3.61% | 17.02% | 18.16% | -15.29% | 37.27% | 10.87% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 103.83% | 7.86% | 7.40% | -46.91% | 0.41 | 0.50 | 0.17 | 0.08 |
| Emerging Markets Equities (EEM) | 116.34% | 9.92% | 8.05% | -68.98% | 0.33 | 0.44 | 0.14 | 0.18 |