Bogleheads Four Fund
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Dec 15, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.10% | 0.11% | 1.23% | 0.50% | 7.64% | 27.08% | 14.33% | 58.97% |
| Bogleheads Four Fund | 0.04% | 0.05% | 1.47% | 1.49% | 9.63% | 36.51% | 24.51% | 77.42% |
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% | -0.29% |
| Bogleheads Four Fund | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% | -0.29% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 58.97% | 5.36% | 4.76% | -44.62% | 0.20 | 0.24 | 0.12 | 0.10 |
| Bogleheads Four Fund | 77.42% | 6.33% | 5.92% | -37.87% | 0.31 | 0.37 | 0.17 | 0.08 |
Total Return
No Taxes, No Rebalancing.