David Swensen Unconventional Success
VS
Bogleheads Three Fund
Total Return by Period
Updated: Apr 02, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.38% | 2.02% | -2.46% | 0.12% | 12.49% | 33.59% | 24.75% | 104.46% |
| Bogleheads Three Fund | 0.15% | 1.65% | -1.90% | -0.95% | 14.45% | 39.96% | 33.84% | 122.71% |
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 | 104.46% | 7.89% | 7.43% | -49.72% | 0.41 | 0.50 | 0.16 | 0.08 |
| Bogleheads Three Fund | 122.71% | 8.62% | 8.35% | -40.08% | 0.52 | 0.62 | 0.22 | 0.06 |