Emerging Markets Equities (EEM)
VS
David Swensen Unconventional Success Portfolio
Total Return by Period
Updated: Nov 06, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | -0.34% | -0.76% | 0.04% | 3.15% | 7.34% | 32.79% | 19.23% | 57.22% |
| Emerging Markets Equities (EEM) | -0.74% | -1.30% | 1.45% | 10.66% | 22.15% | 51.05% | 14.15% | 58.95% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | 7.38% | 14.01% | -21.27% | 16.04% | 11.96% | 22.44% | -5.62% | 14.79% | 6.99% | -0.29% |
| Emerging Markets Equities (EEM) | 6.53% | 8.93% | -20.51% | -3.56% | 16.86% | 18.09% | -15.22% | 37.20% | 10.87% | -16.06% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | 57.22% | 5.24% | 4.64% | -44.86% | 0.19 | 0.23 | 0.12 | 0.10 |
| Emerging Markets Equities (EEM) | 58.95% | 6.76% | 4.75% | -69.81% | 0.18 | 0.24 | 0.10 | 0.20 |
Total Return
No Taxes, No Rebalancing.