David Swensen Unconventional Success
VS
Rick Ferri Core Four
Total Return by Period
Updated: Oct 22, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.03% | 0.20% | 0.18% | -0.98% | 7.07% | 52.34% | 21.35% | 103.10% |
| Rick Ferri Core Four | -0.28% | -0.21% | -0.22% | 0.22% | 7.77% | 51.42% | 30.37% | 109.00% |
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 | 103.10% | 7.82% | 7.36% | -46.63% | 0.40 | 0.50 | 0.17 | 0.08 |
| Rick Ferri Core Four | 109.00% | 7.97% | 7.67% | -36.96% | 0.47 | 0.56 | 0.22 | 0.06 |