David Swensen Unconventional Success
VS
Bogleheads Four Fund
Total Return by Period
Updated: Sep 17, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.93% | 0.34% | -1.47% | -1.11% | 9.65% | 43.04% | 23.51% | 104.25% |
| Bogleheads Four Fund | 0.87% | 0.39% | -0.60% | 0.07% | 10.60% | 47.76% | 37.26% | 127.02% |
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 | 104.25% | 7.88% | 7.42% | -46.30% | 0.41 | 0.51 | 0.17 | 0.08 |
| Bogleheads Four Fund | 127.02% | 8.81% | 8.57% | -37.61% | 0.54 | 0.65 | 0.23 | 0.06 |