Golden Butterfly
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Nov 10, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.63% | 0.19% | 0.67% | -2.16% | 7.35% | 46.61% | 19.94% | 109.46% |
| Golden Butterfly | -0.96% | 0.63% | 0.62% | -2.46% | 5.27% | 51.23% | 34.17% | 117.43% |
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 | 109.46% | 8.13% | 7.70% | -48.05% | 0.43 | 0.53 | 0.17 | 0.08 |
| Golden Butterfly | 117.43% | 8.20% | 8.10% | -30.59% | 0.58 | 0.76 | 0.27 | 0.05 |