Golden Butterfly
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jul 31, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.15% | -0.02% | -0.77% | 1.63% | 14.76% | 37.76% | 23.82% | 102.18% |
| Golden Butterfly | -0.37% | 0.00% | -1.00% | -1.04% | 13.70% | 42.68% | 36.60% | 110.26% |
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% | |
| Golden Butterfly | 11.69% | 12.37% | -13.08% | 8.91% | 14.71% | 17.73% | -3.80% | 11.01% | 9.58% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 102.18% | 7.78% | 7.31% | -46.03% | 0.40 | 0.49 | 0.17 | 0.08 |
| Golden Butterfly | 110.26% | 7.85% | 7.74% | -30.52% | 0.54 | 0.70 | 0.26 | 0.05 |