US TIPS (TIP)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Sep 21, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 1.16% | 0.97% | -1.01% | 0.37% | 10.53% | 47.59% | 24.12% | 102.33% |
| US TIPS (TIP) | 0.39% | -0.13% | -1.46% | -1.29% | -1.98% | 10.27% | -1.44% | 21.79% |
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% | |
| US TIPS (TIP) | 1.64% | 3.81% | -12.24% | 5.67% | 10.83% | 8.35% | -1.42% | 2.92% | 4.68% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 102.33% | 7.79% | 7.33% | -45.77% | 0.40 | 0.50 | 0.17 | 0.08 |
| US TIPS (TIP) | 21.79% | 2.14% | 2.00% | -18.29% | -0.15 | -0.20 | 0.12 | 0.06 |