David Swensen Unconventional Success
VS
Rick Ferri Core Four
Total Return by Period
Updated: Feb 06, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 1.34% | 0.77% | 1.28% | 3.12% | 10.87% | 24.46% | 14.88% | 74.15% |
| Rick Ferri Core Four | 1.18% | 0.54% | 0.99% | 3.24% | 12.49% | 28.78% | 18.66% | 76.65% |
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% | |
| Rick Ferri Core Four | 8.91% | 14.13% | -16.26% | 11.20% | 11.85% | 19.41% | -5.35% | 14.51% | 6.56% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 74.15% | 6.26% | 5.72% | -47.95% | 0.28 | 0.34 | 0.13 | 0.10 |
| Rick Ferri Core Four | 76.65% | 6.28% | 5.87% | -39.27% | 0.31 | 0.37 | 0.16 | 0.08 |
Total Return
No Taxes, No Rebalancing.