US Municipal Bonds (MUB)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Aug 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.40% | -0.08% | 1.52% | 0.66% | 13.55% | 42.90% | 24.39% | 103.73% |
| US Municipal Bonds (MUB) | -0.16% | -0.11% | -0.13% | -1.29% | 3.65% | 9.22% | 2.51% | 18.40% |
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 | 103.73% | 7.86% | 7.40% | -45.68% | 0.41 | 0.50 | 0.17 | 0.08 |
| US Municipal Bonds (MUB) | 18.40% | 1.82% | 1.71% | -15.41% | -0.24 | -0.26 | 0.12 | 0.04 |