David Swensen Unconventional Success
VS
Bogleheads Four Fund
Total Return by Period
Updated: Aug 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.40% | -0.08% | 1.52% | 0.66% | 13.55% | 42.90% | 24.39% | 103.73% |
| Bogleheads Four Fund | -0.34% | 0.09% | 2.01% | 1.03% | 13.56% | 47.80% | 37.40% | 127.22% |
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 Four Fund | 11.36% | 16.15% | -16.16% | 11.26% | 13.36% | 19.96% | -4.67% | 15.13% | 7.40% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 103.73% | 7.86% | 7.40% | -45.68% | 0.41 | 0.50 | 0.17 | 0.08 |
| Bogleheads Four Fund | 127.22% | 8.82% | 8.58% | -37.29% | 0.54 | 0.65 | 0.24 | 0.06 |