US Corporate Bonds (LQD)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Oct 23, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.26% | 0.31% | -0.42% | -1.25% | 6.46% | 50.71% | 21.03% | 102.72% |
| US Corporate Bonds (LQD) | -0.41% | 0.44% | 1.05% | -0.98% | -3.68% | 18.38% | -4.29% | 21.08% |
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% | |
| US Corporate Bonds (LQD) | 0.85% | 9.41% | -17.93% | -1.85% | 10.97% | 17.36% | -3.78% | 7.05% | 6.21% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 102.72% | 7.80% | 7.34% | -46.67% | 0.40 | 0.50 | 0.17 | 0.08 |
| US Corporate Bonds (LQD) | 21.08% | 2.30% | 1.94% | -32.43% | -0.08 | -0.11 | 0.07 | 0.09 |