US Municipal Bonds (MUB)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Oct 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.01% | 0.36% | 1.57% | -0.78% | 6.30% | 54.34% | 20.95% | 106.48% |
| US Municipal Bonds (MUB) | -0.11% | 1.28% | 2.91% | -1.08% | -0.64% | 12.21% | 2.47% | 19.33% |
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 | 106.48% | 7.98% | 7.54% | -47.29% | 0.42 | 0.52 | 0.17 | 0.08 |
| US Municipal Bonds (MUB) | 19.33% | 1.90% | 1.79% | -15.66% | -0.22 | -0.24 | 0.12 | 0.04 |