David Swensen Unconventional Success
VS
Golden Butterfly
Total Return by Period
Updated: Oct 08, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.05% | 0.43% | -1.44% | -2.63% | 7.09% | 46.76% | 24.19% | 100.72% |
| Golden Butterfly | 0.42% | 0.35% | -1.58% | -1.41% | 4.58% | 51.57% | 38.61% | 111.73% |
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% | |
| Golden Butterfly | 11.69% | 12.37% | -13.08% | 8.91% | 14.71% | 17.73% | -3.80% | 11.01% | 9.58% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 100.72% | 7.71% | 7.24% | -46.51% | 0.39 | 0.49 | 0.17 | 0.08 |
| Golden Butterfly | 111.73% | 7.93% | 7.81% | -30.59% | 0.55 | 0.71 | 0.26 | 0.05 |