Bogleheads Three Fund
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Mar 18, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -1.22% | -1.33% | -3.46% | 1.33% | 12.95% | 38.66% | 27.54% | 104.09% |
| Bogleheads Three Fund | -1.06% | -1.43% | -3.26% | 0.20% | 14.53% | 44.99% | 35.57% | 121.55% |
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 | 104.09% | 7.88% | 7.41% | -49.75% | 0.41 | 0.49 | 0.16 | 0.08 |
| Bogleheads Three Fund | 121.55% | 8.58% | 8.30% | -40.39% | 0.51 | 0.61 | 0.21 | 0.06 |