Bogleheads Four Fund
VS
David Swensen Unconventional Success


Total Return by Period

Updated: Mar 10, 2026

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
David Swensen Unconventional Success-0.27%-0.98%-1.46%2.61%15.67%41.72%28.77%109.95%
Bogleheads Four Fund-0.14%-0.59%-1.79%1.08%17.10%48.41%36.63%126.10%

Total Return by Year

Name2024202320222021202020192018201720162015
David Swensen Unconventional Success7.65%14.32%-21.39%16.10%11.96%22.54%-5.76%14.83%6.95%
Bogleheads Four Fund11.36%16.15%-16.16%11.26%13.36%19.96%-4.67%15.13%7.40%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
David Swensen Unconventional Success109.95%8.17%7.72%-50.24%0.430.520.160.08
Bogleheads Four Fund126.10%8.77%8.52%-40.09%0.540.640.220.06

Total Return

No Taxes, No Rebalancing.

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