Short-Term US Treasuries (SHY)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jan 16, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.11% | 0.77% | 2.50% | 2.26% | 13.44% | 26.33% | 16.36% | 71.99% |
| Short-Term US Treasuries (SHY) | -0.02% | -0.05% | 0.04% | -0.36% | 0.84% | 1.35% | -4.12% | -2.29% |
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% | |
| Short-Term US Treasuries (SHY) | 3.89% | 4.15% | -3.88% | -0.71% | 3.03% | 3.36% | 1.45% | 0.26% | 0.82% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 71.99% | 6.14% | 5.58% | -47.45% | 0.26 | 0.33 | 0.13 | 0.10 |
| Short-Term US Treasuries (SHY) | -2.29% | -0.22% | -0.23% | -7.42% | -1.93 | -2.53 | -0.03 | 0.04 |
Total Return
No Taxes, No Rebalancing.