David Swensen Unconventional Success
VS
Rick Ferri Core Four
Total Return by Period
Updated: Apr 29, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.55% | -0.63% | 4.73% | 1.96% | 18.44% | 38.50% | 26.86% | 112.85% |
| Rick Ferri Core Four | -0.45% | -0.71% | 3.99% | 1.16% | 18.51% | 41.47% | 32.62% | 114.17% |
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% | |
| Rick Ferri Core Four | 9.22% | 14.54% | -16.50% | 11.52% | 11.85% | 19.63% | -5.42% | 14.57% | 6.58% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 112.85% | 8.29% | 7.87% | -49.12% | 0.44 | 0.54 | 0.17 | 0.08 |
| Rick Ferri Core Four | 114.17% | 8.21% | 7.93% | -38.50% | 0.49 | 0.58 | 0.21 | 0.06 |