Short-Term US Treasuries (SHY)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Aug 17, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.39% | 0.51% | 1.79% | 3.72% | 15.14% | 47.04% | 26.49% | 103.88% |
| Short-Term US Treasuries (SHY) | 0.00% | 0.18% | 0.36% | 0.55% | 2.52% | 12.51% | 8.97% | 17.53% |
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% | |
| Short-Term US Treasuries (SHY) | 3.91% | 4.16% | -3.88% | -0.71% | 3.03% | 3.38% | 1.46% | 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 | 103.88% | 7.87% | 7.41% | -45.50% | 0.41 | 0.50 | 0.17 | 0.08 |
| Short-Term US Treasuries (SHY) | 17.53% | 1.63% | 1.63% | -6.16% | -0.87 | -1.27 | 0.27 | 0.02 |