Golden Butterfly
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Mar 10, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.27% | -0.98% | -1.46% | 2.61% | 15.67% | 41.72% | 28.77% | 109.95% |
| Golden Butterfly | -0.17% | -0.67% | -0.91% | 5.10% | 25.04% | 55.94% | 48.22% | 131.90% |
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 | 109.95% | 8.17% | 7.72% | -50.24% | 0.43 | 0.52 | 0.16 | 0.08 |
| Golden Butterfly | 131.90% | 8.84% | 8.80% | -32.38% | 0.66 | 0.83 | 0.27 | 0.05 |
Total Return
No Taxes, No Rebalancing.