US Municipal Bonds (MUB)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jul 20, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.41% | -0.11% | -1.08% | 2.53% | 14.84% | 36.97% | 24.41% | 101.40% |
| US Municipal Bonds (MUB) | -0.17% | -0.47% | -0.59% | -0.25% | 6.13% | 8.40% | 3.09% | 19.96% |
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 | 101.40% | 7.74% | 7.28% | -45.86% | 0.40 | 0.49 | 0.17 | 0.08 |
| US Municipal Bonds (MUB) | 19.96% | 1.95% | 1.84% | -15.48% | -0.21 | -0.23 | 0.13 | 0.04 |