US Municipal Bonds (MUB)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Feb 04, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.07% | -0.44% | 0.86% | 2.52% | 10.97% | 22.57% | 13.73% | 69.85% |
| US Municipal Bonds (MUB) | -0.01% | -0.18% | -0.03% | 0.36% | 0.87% | -0.24% | -8.45% | -3.61% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 7.38% | 14.01% | -21.27% | 16.04% | 11.96% | 22.44% | -5.62% | 14.79% | 6.99% | |
| US Municipal Bonds (MUB) | 1.27% | 5.58% | -7.36% | 1.00% | 5.09% | 7.03% | 0.91% | 4.71% | -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 | 69.85% | 6.02% | 5.45% | -47.49% | 0.25 | 0.31 | 0.13 | 0.10 |
| US Municipal Bonds (MUB) | -3.61% | -0.25% | -0.37% | -15.20% | -0.66 | -0.71 | -0.02 | 0.07 |
Total Return
No Taxes, No Rebalancing.