Bogleheads Four Fund
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Sep 10, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.94% | -1.88% | -2.63% | -1.18% | 10.23% | 41.92% | 22.68% | 102.17% |
| Bogleheads Four Fund | -0.75% | -1.56% | -2.05% | 0.39% | 11.03% | 46.49% | 36.03% | 125.11% |
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% | |
| Bogleheads Four Fund | 11.36% | 16.15% | -16.16% | 11.26% | 13.36% | 19.96% | -4.67% | 15.13% | 7.40% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 102.17% | 7.78% | 7.31% | -46.20% | 0.40 | 0.49 | 0.17 | 0.08 |
| Bogleheads Four Fund | 125.11% | 8.73% | 8.48% | -37.45% | 0.53 | 0.64 | 0.23 | 0.06 |