Bogleheads Four Fund
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jan 08, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.08% | 1.15% | 0.24% | 2.89% | 12.83% | 27.19% | 15.14% | 67.04% |
| Bogleheads Four Fund | -0.03% | 1.09% | 0.11% | 3.16% | 13.41% | 36.84% | 22.89% | 86.32% |
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% | |
| Bogleheads Four Fund | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 67.04% | 5.85% | 5.28% | -46.61% | 0.24 | 0.30 | 0.13 | 0.10 |
| Bogleheads Four Fund | 86.32% | 6.82% | 6.44% | -39.03% | 0.36 | 0.43 | 0.17 | 0.07 |
Total Return
No Taxes, No Rebalancing.