7-10 Year US Treasuries (IEF)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Aug 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.40% | -0.08% | 1.52% | 0.66% | 13.55% | 42.90% | 24.39% | 103.73% |
| 7-10 Year US Treasuries (IEF) | -0.41% | 0.03% | 0.23% | -1.24% | -0.06% | 8.79% | -8.72% | 3.99% |
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% | |
| 7-10 Year US Treasuries (IEF) | -0.64% | 3.65% | -15.16% | -3.33% | 10.01% | 8.03% | 0.99% | 2.55% | 1.00% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 103.73% | 7.86% | 7.40% | -45.68% | 0.41 | 0.50 | 0.17 | 0.08 |
| 7-10 Year US Treasuries (IEF) | 3.99% | 0.61% | 0.39% | -28.40% | -0.36 | -0.55 | 0.02 | 0.11 |