Bogleheads Four Fund
VS
David Swensen Unconventional Success
Total Return by Period
Updated: May 29, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.06% | 1.04% | 2.50% | 3.11% | 19.90% | 46.35% | 30.08% | 114.85% |
| Bogleheads Four Fund | 0.14% | 1.25% | 2.93% | 4.20% | 19.94% | 51.57% | 40.82% | 134.34% |
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 | 114.85% | 8.39% | 7.97% | -48.61% | 0.45 | 0.55 | 0.17 | 0.08 |
| Bogleheads Four Fund | 134.34% | 9.13% | 8.91% | -39.04% | 0.57 | 0.68 | 0.23 | 0.06 |