David Swensen Unconventional Success
VS
Bogleheads Three Fund
Total Return by Period
Updated: May 19, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.45% | -1.38% | 0.59% | 1.32% | 16.20% | 41.51% | 27.95% | 115.65% |
| Bogleheads Three Fund | -0.56% | -1.02% | 1.02% | 1.87% | 16.79% | 46.91% | 38.07% | 132.94% |
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 Three Fund | 11.10% | 15.81% | -16.19% | 11.25% | 13.81% | 20.08% | -5.00% | 15.27% | 7.14% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 115.65% | 8.43% | 8.01% | -50.01% | 0.45 | 0.56 | 0.17 | 0.08 |
| Bogleheads Three Fund | 132.94% | 9.08% | 8.85% | -40.22% | 0.56 | 0.67 | 0.23 | 0.06 |