David Swensen Unconventional Success
VS
Rick Ferri Core Four
Total Return by Period
Updated: Dec 29, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.02% | 0.63% | 0.36% | 1.02% | 11.52% | 30.71% | 14.96% | 59.42% |
| Rick Ferri Core Four | -0.11% | 0.42% | 0.63% | 1.43% | 12.46% | 34.26% | 19.21% | 62.63% |
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% | -0.29% |
| Rick Ferri Core Four | 8.91% | 14.13% | -16.26% | 11.20% | 11.85% | 19.41% | -5.35% | 14.51% | 6.56% | -0.36% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 59.42% | 5.39% | 4.79% | -44.87% | 0.20 | 0.25 | 0.12 | 0.10 |
| Rick Ferri Core Four | 62.63% | 5.45% | 5.00% | -36.77% | 0.23 | 0.28 | 0.15 | 0.08 |
Total Return
No Taxes, No Rebalancing.