India Equities (INDA)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jun 26, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.02% | -0.30% | -0.10% | 11.35% | 16.83% | 41.69% | 27.29% | 111.74% |
| India Equities (INDA) | 0.26% | -0.04% | 2.06% | 8.16% | -11.04% | 16.06% | 19.83% | 103.05% |
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% | |
| India Equities (INDA) | 8.65% | 17.16% | -8.94% | 21.49% | 14.83% | 6.48% | -6.68% | 36.07% | -1.64% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 111.74% | 8.24% | 7.81% | -48.05% | 0.44 | 0.54 | 0.17 | 0.08 |
| India Equities (INDA) | 103.05% | 9.35% | 7.36% | -63.85% | 0.30 | 0.37 | 0.15 | 0.11 |