Long-Term US Treasuries (TLT)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: May 27, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.11% | 1.33% | 3.43% | 2.87% | 19.74% | 46.14% | 29.77% | 115.45% |
| Long-Term US Treasuries (TLT) | 0.24% | 1.66% | -0.10% | -4.46% | 3.63% | -4.96% | -27.53% | -13.68% |
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% | |
| Long-Term US Treasuries (TLT) | -8.06% | 2.78% | -31.24% | -4.61% | 18.15% | 14.12% | -1.61% | 9.17% | 1.17% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 115.45% | 8.42% | 8.00% | -48.89% | 0.45 | 0.55 | 0.17 | 0.08 |
| Long-Term US Treasuries (TLT) | -13.68% | -0.36% | -1.46% | -70.61% | -0.23 | -0.34 | -0.01 | 0.27 |