US Municipal Bonds (MUB)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jun 29, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.50% | 0.11% | 0.65% | 9.49% | 17.02% | 41.05% | 27.74% | 109.37% |
| US Municipal Bonds (MUB) | 0.10% | 0.36% | 0.72% | 2.01% | 6.32% | 10.27% | 4.70% | 20.77% |
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 | 109.37% | 8.13% | 7.70% | -47.17% | 0.43 | 0.53 | 0.17 | 0.08 |
| US Municipal Bonds (MUB) | 20.77% | 2.00% | 1.91% | -15.41% | -0.20 | -0.22 | 0.13 | 0.04 |