Pacific Developed Equities (VPL)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Dec 26, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.03% | 0.73% | -0.47% | 1.52% | 10.60% | 29.87% | 15.05% | 57.71% |
| Pacific Developed Equities (VPL) | 0.31% | 1.70% | -0.03% | 3.61% | 27.01% | 40.21% | 16.84% | 58.11% |
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% | -0.29% |
| Pacific Developed Equities (VPL) | 1.63% | 15.53% | -15.25% | 1.09% | 16.52% | 18.13% | -14.43% | 28.81% | 5.34% | 2.18% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 57.71% | 5.28% | 4.67% | -44.38% | 0.19 | 0.24 | 0.12 | 0.10 |
| Pacific Developed Equities (VPL) | 58.11% | 6.07% | 4.70% | -51.02% | 0.18 | 0.23 | 0.12 | 0.14 |
Total Return
No Taxes, No Rebalancing.