Emerging Markets Equities (EEM)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Aug 14, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.12% | 0.31% | 1.76% | 3.94% | 15.49% | 45.76% | 25.54% | 105.09% |
| Emerging Markets Equities (EEM) | -0.10% | 1.48% | 5.25% | 2.89% | 36.17% | 83.90% | 44.97% | 120.17% |
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 | 105.09% | 7.93% | 7.47% | -45.64% | 0.41 | 0.51 | 0.17 | 0.08 |
| Emerging Markets Equities (EEM) | 120.17% | 10.10% | 8.24% | -67.40% | 0.34 | 0.45 | 0.15 | 0.18 |