7-10 Year US Treasuries (IEF)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Apr 30, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 1.14% | 0.71% | 5.51% | 3.69% | 19.77% | 41.25% | 28.31% | 113.72% |
| 7-10 Year US Treasuries (IEF) | 0.19% | -0.41% | -0.29% | -0.06% | 2.38% | 7.06% | -4.73% | 8.23% |
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 | 113.72% | 8.32% | 7.91% | -48.78% | 0.45 | 0.55 | 0.17 | 0.08 |
| 7-10 Year US Treasuries (IEF) | 8.23% | 1.00% | 0.80% | -29.14% | -0.30 | -0.46 | 0.03 | 0.11 |