David Swensen Unconventional Success
VS
Bogleheads Four Fund
Total Return by Period
Updated: Dec 29, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.02% | 0.63% | 0.36% | 1.02% | 11.52% | 30.71% | 14.96% | 59.42% |
| Bogleheads Four Fund | -0.17% | 0.36% | 0.51% | 1.51% | 11.99% | 39.49% | 23.77% | 77.42% |
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% | -0.29% |
| Bogleheads Four Fund | 10.93% | 16.10% | -15.94% | 10.94% | 13.38% | 19.87% | -4.64% | 14.92% | 7.52% | -0.29% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 59.42% | 5.39% | 4.79% | -44.87% | 0.20 | 0.25 | 0.12 | 0.10 |
| Bogleheads Four Fund | 77.42% | 6.33% | 5.92% | -37.65% | 0.31 | 0.37 | 0.17 | 0.07 |
Total Return
No Taxes, No Rebalancing.