David Swensen Unconventional Success
VS
Sixty Forty
Total Return by Period
Updated: Feb 27, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.02% | 0.58% | 3.06% | 4.25% | 13.76% | 32.00% | 18.81% | 69.39% |
| Sixty Forty | -0.21% | -0.06% | 0.20% | 0.63% | 11.81% | 41.60% | 32.49% | 106.96% |
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% | |
| Sixty Forty | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 69.39% | 5.99% | 5.42% | -45.87% | 0.25 | 0.31 | 0.13 | 0.10 |
| Sixty Forty | 106.96% | 7.95% | 7.56% | -40.93% | 0.43 | 0.52 | 0.19 | 0.07 |
Total Return
No Taxes, No Rebalancing.