David Swensen Unconventional Success
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Oct 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.01% | 0.36% | 1.57% | -0.78% | 6.30% | 54.34% | 20.95% | 106.48% |
| Bill Schultheis Coffeehouse | -0.03% | 0.45% | 2.11% | -0.54% | 8.03% | 49.23% | 26.86% | 102.85% |
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% | |
| Bill Schultheis Coffeehouse | 8.28% | 12.11% | -14.40% | 14.11% | 8.77% | 19.25% | -5.14% | 11.29% | 9.60% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 106.48% | 7.98% | 7.54% | -47.29% | 0.42 | 0.52 | 0.17 | 0.08 |
| Bill Schultheis Coffeehouse | 102.85% | 7.71% | 7.35% | -33.21% | 0.43 | 0.51 | 0.23 | 0.06 |