Bogleheads Four Fund
VS
David Swensen Unconventional Success


Total Return by Period

Updated: Jan 16, 2026

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
David Swensen Unconventional Success0.11%0.77%2.50%2.26%13.44%26.33%16.36%71.99%
Bogleheads Four Fund-0.07%0.11%1.79%2.39%13.53%34.87%24.66%89.99%

Total Return by Year

Name2024202320222021202020192018201720162015
David Swensen Unconventional Success7.38%14.01%-21.27%16.04%11.96%22.44%-5.62%14.79%6.99%
Bogleheads Four Fund10.93%16.10%-15.94%10.94%13.38%19.87%-4.64%14.92%7.52%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
David Swensen Unconventional Success71.99%6.14%5.58%-47.45%0.260.330.130.10
Bogleheads Four Fund89.99%7.01%6.64%-39.85%0.370.450.180.07

Total Return

No Taxes, No Rebalancing.

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