David Swensen Unconventional Success
VS
Harry Brown Permanent
Total Return by Period
Updated: Jun 09, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.53% | -1.22% | 0.19% | 5.21% | 17.26% | 41.30% | 25.50% | 108.64% |
| Harry Brown Permanent | -0.30% | -2.16% | -2.41% | -2.57% | 14.54% | 44.64% | 34.88% | 97.32% |
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% | |
| Harry Brown Permanent | 11.59% | 11.44% | -13.91% | 4.10% | 16.68% | 16.49% | -1.76% | 10.77% | 5.79% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 108.64% | 8.09% | 7.65% | -47.74% | 0.43 | 0.52 | 0.17 | 0.08 |
| Harry Brown Permanent | 97.32% | 7.13% | 7.05% | -29.66% | 0.53 | 0.71 | 0.24 | 0.06 |