David Swensen Unconventional Success
VS
Ray Dalio All Weather
Total Return by Period
Updated: Oct 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.01% | 0.36% | 1.57% | -0.78% | 6.30% | 54.34% | 20.95% | 106.48% |
| Ray Dalio All Weather | -0.19% | 0.44% | 2.74% | 1.62% | 4.19% | 42.63% | 13.54% | 80.03% |
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% | |
| Ray Dalio All Weather | 6.06% | 9.93% | -19.30% | 8.17% | 16.46% | 18.27% | -3.02% | 11.75% | 6.67% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 106.48% | 7.98% | 7.54% | -47.29% | 0.42 | 0.52 | 0.17 | 0.08 |
| Ray Dalio All Weather | 80.03% | 6.28% | 6.07% | -38.58% | 0.37 | 0.50 | 0.16 | 0.08 |