US Corporate Bonds (LQD)
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% |
| US Corporate Bonds (LQD) | -0.03% | 0.05% | 0.90% | -0.36% | 2.09% | 5.48% | -15.59% | -2.85% |
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% | |
| US Corporate Bonds (LQD) | 0.85% | 9.39% | -17.90% | -1.86% | 10.95% | 17.29% | -3.78% | 7.02% | 6.17% |
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 |
| US Corporate Bonds (LQD) | -2.85% | 0.09% | -0.29% | -35.56% | -0.34 | -0.43 | 0.00 | 0.14 |
Total Return
No Taxes, No Rebalancing.