David Swensen Unconventional Success
VS
William Bernstein's Coward
Total Return by Period
Updated: Jul 17, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.36% | -0.40% | -0.59% | 1.73% | 15.40% | 37.52% | 25.79% | 103.66% |
| William Bernstein's Coward | -0.42% | -0.56% | -0.30% | 2.40% | 14.95% | 38.83% | 38.67% | 108.35% |
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 | 103.66% | 7.85% | 7.39% | -46.20% | 0.41 | 0.50 | 0.17 | 0.08 |
| William Bernstein's Coward | 108.35% | 7.89% | 7.64% | -28.49% | 0.48 | 0.59 | 0.28 | 0.05 |