US Municipal Bonds (MUB)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Apr 24, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.42% | -0.59% | 8.44% | 3.40% | 20.96% | 41.72% | 28.04% | 114.81% |
| US Municipal Bonds (MUB) | 0.04% | 0.00% | 1.91% | 0.57% | 6.71% | 9.24% | 4.51% | 22.47% |
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 Municipal Bonds (MUB) | 1.26% | 5.56% | -7.35% | 1.02% | 5.12% | 7.05% | 0.93% | 4.72% | -0.17% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 114.81% | 8.38% | 7.97% | -49.07% | 0.45 | 0.55 | 0.17 | 0.08 |
| US Municipal Bonds (MUB) | 22.47% | 2.15% | 2.05% | -15.75% | -0.17 | -0.18 | 0.14 | 0.04 |