Bogleheads Three Fund
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Apr 17, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 1.24% | 3.05% | 8.01% | 3.72% | 24.42% | 41.29% | 29.12% | 111.88% |
| Bogleheads Three Fund | 0.95% | 2.68% | 6.93% | 2.80% | 25.16% | 46.90% | 37.69% | 129.22% |
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 | 111.88% | 8.24% | 7.82% | -48.35% | 0.44 | 0.54 | 0.17 | 0.08 |
| Bogleheads Three Fund | 129.22% | 8.92% | 8.67% | -39.19% | 0.54 | 0.65 | 0.23 | 0.06 |