US TIPS (TIP)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Nov 28, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.20% | 2.24% | 0.75% | 3.44% | 7.05% | 27.49% | 15.93% | 55.99% |
| US TIPS (TIP) | -0.22% | 0.22% | -0.11% | 0.08% | 2.59% | 4.22% | -11.89% | 0.04% |
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% | -0.29% |
| US TIPS (TIP) | 1.64% | 3.82% | -12.24% | 5.64% | 10.81% | 8.34% | -1.42% | 2.92% | 4.68% | -1.75% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 55.99% | 5.16% | 4.56% | -43.64% | 0.18 | 0.23 | 0.12 | 0.10 |
| US TIPS (TIP) | 0.04% | 0.18% | 0.00% | -25.84% | -0.48 | -0.63 | 0.01 | 0.11 |
Total Return
No Taxes, No Rebalancing.