Short-Term US Treasuries (SHY)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jul 08, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.55% | -0.29% | 1.30% | 4.59% | 15.56% | 41.57% | 24.84% | 103.87% |
| Short-Term US Treasuries (SHY) | -0.02% | 0.29% | 0.17% | -0.14% | 2.35% | 12.54% | 8.41% | 16.71% |
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 | 103.87% | 7.86% | 7.40% | -46.32% | 0.41 | 0.50 | 0.17 | 0.08 |
| Short-Term US Treasuries (SHY) | 16.71% | 1.56% | 1.56% | -6.15% | -0.91 | -1.33 | 0.25 | 0.02 |