India Equities (INDA)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Feb 25, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.36% | 0.93% | 2.74% | 4.34% | 13.83% | 32.23% | 18.74% | 71.31% |
| India Equities (INDA) | 0.13% | -1.09% | 2.43% | -3.53% | 7.09% | 35.27% | 28.54% | 121.88% |
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% | |
| India Equities (INDA) | 8.66% | 17.13% | -8.94% | 21.49% | 14.73% | 6.47% | -6.70% | 36.02% | -1.63% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 71.31% | 6.10% | 5.54% | -46.57% | 0.26 | 0.32 | 0.13 | 0.10 |
| India Equities (INDA) | 121.88% | 10.27% | 8.32% | -73.87% | 0.34 | 0.42 | 0.14 | 0.12 |
Total Return
No Taxes, No Rebalancing.