Emerging Markets Equities (EEM)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Feb 05, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.35% | -1.07% | 0.43% | 1.66% | 9.48% | 23.26% | 13.23% | 70.67% |
| Emerging Markets Equities (EEM) | -0.46% | -3.16% | 2.92% | 7.30% | 35.93% | 45.31% | 4.07% | 97.74% |
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 | 70.67% | 6.06% | 5.50% | -47.65% | 0.26 | 0.32 | 0.13 | 0.10 |
| Emerging Markets Equities (EEM) | 97.74% | 8.90% | 7.07% | -81.18% | 0.29 | 0.39 | 0.11 | 0.20 |
Total Return
No Taxes, No Rebalancing.