David Swensen Unconventional Success
VS
William Bernstein's Coward
Total Return by Period
Updated: Jul 20, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.41% | -0.11% | -1.08% | 2.53% | 14.84% | 36.97% | 24.41% | 101.40% |
| William Bernstein's Coward | -0.26% | -0.27% | -0.78% | 2.89% | 14.66% | 38.28% | 37.12% | 106.39% |
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% | |
| William Bernstein's Coward | 9.43% | 11.81% | -10.40% | 12.60% | 7.98% | 16.60% | -4.88% | 11.74% | 8.56% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 101.40% | 7.74% | 7.28% | -45.86% | 0.40 | 0.49 | 0.17 | 0.08 |
| William Bernstein's Coward | 106.39% | 7.81% | 7.54% | -28.51% | 0.47 | 0.57 | 0.27 | 0.05 |