Long-Term US Treasuries (TLT)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jul 10, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.19% | 0.04% | 0.06% | 5.32% | 15.50% | 40.85% | 25.71% | 104.48% |
| Long-Term US Treasuries (TLT) | -0.02% | -1.22% | -1.15% | -1.61% | 0.76% | -4.75% | -32.13% | -20.72% |
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 | 104.48% | 7.89% | 7.44% | -46.18% | 0.41 | 0.50 | 0.17 | 0.08 |
| Long-Term US Treasuries (TLT) | -20.72% | -1.23% | -2.30% | -65.24% | -0.28 | -0.43 | -0.02 | 0.27 |