Short-Term US Treasuries (SHY)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Feb 27, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.02% | 0.58% | 3.06% | 4.25% | 13.76% | 32.00% | 18.81% | 69.39% |
| Short-Term US Treasuries (SHY) | 0.13% | 0.23% | 0.23% | 0.12% | 0.86% | 2.70% | -3.64% | -1.91% |
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 | 69.39% | 5.99% | 5.42% | -45.87% | 0.25 | 0.31 | 0.13 | 0.10 |
| Short-Term US Treasuries (SHY) | -1.91% | -0.18% | -0.19% | -7.42% | -1.90 | -2.49 | -0.02 | 0.04 |
Total Return
No Taxes, No Rebalancing.