Bogleheads Three Fund
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jan 20, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -1.40% | -0.79% | 0.77% | 0.20% | 11.22% | 24.09% | 13.18% | 67.89% |
| Bogleheads Three Fund | -1.11% | -1.08% | 0.13% | 1.03% | 12.22% | 33.37% | 22.12% | 85.74% |
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% | |
| Bogleheads Three Fund | 10.65% | 15.77% | -15.94% | 10.99% | 13.51% | 19.89% | -4.89% | 15.08% | 7.25% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 67.89% | 5.90% | 5.33% | -47.18% | 0.25 | 0.30 | 0.12 | 0.10 |
| Bogleheads Three Fund | 85.74% | 6.79% | 6.41% | -39.47% | 0.35 | 0.43 | 0.17 | 0.07 |
Total Return
No Taxes, No Rebalancing.