US Corporate Bonds (LQD)
VS
David Swensen Unconventional Success Portfolio
Total Return by Period
Updated: Nov 14, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | -0.08% | -0.10% | -0.41% | 2.92% | 7.98% | 26.02% | 16.55% | 58.07% |
| US Corporate Bonds (LQD) | -0.27% | -0.42% | -1.74% | 0.46% | 1.89% | 4.51% | -18.79% | -4.36% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | 7.38% | 14.01% | -21.27% | 16.04% | 11.96% | 22.44% | -5.62% | 14.79% | 6.99% | -0.29% |
| US Corporate Bonds (LQD) | 0.85% | 9.39% | -17.90% | -1.86% | 10.95% | 17.29% | -3.78% | 7.02% | 6.17% | -1.23% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | 58.07% | 5.30% | 4.70% | -44.63% | 0.19 | 0.24 | 0.12 | 0.10 |
| US Corporate Bonds (LQD) | -4.36% | -0.07% | -0.45% | -35.45% | -0.35 | -0.46 | -0.00 | 0.14 |
Total Return
No Taxes, No Rebalancing.