Long-Term US Treasuries (TLT)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jul 17, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.36% | -0.40% | -0.59% | 1.73% | 15.40% | 37.52% | 25.79% | 103.66% |
| Long-Term US Treasuries (TLT) | 0.37% | 0.06% | -2.21% | -2.21% | 3.04% | -6.65% | -32.86% | -20.13% |
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 | 103.66% | 7.85% | 7.39% | -46.20% | 0.41 | 0.50 | 0.17 | 0.08 |
| Long-Term US Treasuries (TLT) | -20.13% | -1.16% | -2.23% | -65.69% | -0.28 | -0.42 | -0.02 | 0.27 |