Bogleheads Three Fund
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jul 09, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.50% | -0.15% | 0.24% | 5.11% | 15.51% | 41.77% | 25.47% | 104.19% |
| Bogleheads Three Fund | 0.53% | 0.15% | 0.74% | 5.40% | 15.39% | 47.50% | 37.36% | 128.34% |
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 Three Fund | 11.10% | 15.81% | -16.19% | 11.25% | 13.81% | 20.08% | -5.00% | 15.27% | 7.14% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 104.19% | 7.88% | 7.42% | -46.19% | 0.41 | 0.50 | 0.17 | 0.08 |
| Bogleheads Three Fund | 128.34% | 8.88% | 8.63% | -38.46% | 0.54 | 0.65 | 0.23 | 0.06 |