Golden Butterfly
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Oct 01, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.13% | -1.19% | -3.73% | -3.00% | 6.71% | 47.04% | 23.35% | 98.65% |
| Golden Butterfly | 0.23% | -1.14% | -3.89% | -1.95% | 5.44% | 52.13% | 37.65% | 109.50% |
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 | 98.65% | 7.60% | 7.13% | -46.27% | 0.38 | 0.48 | 0.16 | 0.08 |
| Golden Butterfly | 109.50% | 7.82% | 7.70% | -30.29% | 0.54 | 0.69 | 0.26 | 0.05 |