David Swensen Unconventional Success
VS
Harry Brown Permanent
Total Return by Period
Updated: Jan 16, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.11% | 0.77% | 2.50% | 2.26% | 13.44% | 26.33% | 16.36% | 71.99% |
| Harry Brown Permanent | -0.26% | 0.32% | 1.81% | 1.95% | 21.40% | 42.14% | 31.90% | 91.35% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 7.38% | 14.01% | -21.27% | 16.04% | 11.96% | 22.44% | -5.62% | 14.79% | 6.99% | |
| Harry Brown Permanent | 11.39% | 11.40% | -13.69% | 28.48% | 16.49% | 16.54% | -1.62% | 10.63% | 5.99% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 71.99% | 6.14% | 5.58% | -47.45% | 0.26 | 0.33 | 0.13 | 0.10 |
| Harry Brown Permanent | 91.35% | 6.78% | 6.72% | -30.52% | 0.51 | 0.70 | 0.22 | 0.06 |
Total Return
No Taxes, No Rebalancing.