David Swensen Unconventional Success
VS
Bogleheads Four Fund
Total Return by Period
Updated: May 22, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.19% | 1.55% | 1.73% | 2.60% | 20.41% | 44.89% | 30.26% | 115.83% |
| Bogleheads Four Fund | 0.20% | 0.99% | 1.91% | 2.99% | 19.58% | 50.12% | 40.48% | 133.69% |
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 | 115.83% | 8.43% | 8.02% | -49.30% | 0.45 | 0.56 | 0.17 | 0.08 |
| Bogleheads Four Fund | 133.69% | 9.10% | 8.88% | -39.34% | 0.56 | 0.67 | 0.23 | 0.06 |