Emerging Markets Equities (EEM)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jan 07, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.26% | 1.07% | 0.36% | 1.63% | 12.82% | 27.22% | 15.04% | 66.95% |
| Emerging Markets Equities (EEM) | -0.75% | 3.91% | 3.10% | 5.41% | 35.36% | 41.88% | 3.91% | 92.65% |
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% | |
| Emerging Markets Equities (EEM) | 6.53% | 8.93% | -20.51% | -3.56% | 16.86% | 18.09% | -15.22% | 37.20% | 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 | 66.95% | 5.85% | 5.27% | -46.61% | 0.24 | 0.30 | 0.13 | 0.10 |
| Emerging Markets Equities (EEM) | 92.65% | 8.67% | 6.79% | -81.43% | 0.28 | 0.37 | 0.11 | 0.20 |
Total Return
No Taxes, No Rebalancing.