Harry Brown Permanent
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Apr 02, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.38% | 2.02% | -2.46% | 0.12% | 12.49% | 33.59% | 24.75% | 104.46% |
| Harry Brown Permanent | -0.10% | 2.61% | -3.28% | 1.36% | 17.47% | 44.89% | 41.72% | 108.98% |
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% | |
| Harry Brown Permanent | 11.59% | 11.44% | -13.91% | 4.10% | 16.68% | 16.49% | -1.76% | 10.77% | 5.79% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 104.46% | 7.89% | 7.43% | -49.72% | 0.41 | 0.50 | 0.16 | 0.08 |
| Harry Brown Permanent | 108.98% | 7.69% | 7.66% | -30.86% | 0.60 | 0.80 | 0.25 | 0.05 |