David Swensen Unconventional Success
VS
Couch Potato
Total Return by Period
Updated: Jun 29, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.50% | 0.11% | 0.65% | 9.49% | 17.02% | 41.05% | 27.74% | 109.37% |
| Couch Potato | 0.91% | 0.35% | -0.73% | 7.38% | 12.45% | 39.62% | 36.82% | 131.70% |
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% | |
| Couch Potato | 12.72% | 14.86% | -15.84% | 15.64% | 15.99% | 19.43% | -3.26% | 11.98% | 8.79% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 109.37% | 8.13% | 7.70% | -47.17% | 0.43 | 0.53 | 0.17 | 0.08 |
| Couch Potato | 131.70% | 8.89% | 8.80% | -35.54% | 0.61 | 0.73 | 0.25 | 0.06 |