Harry Brown Permanent
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jul 21, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.60% | 0.10% | 0.37% | 2.76% | 15.08% | 37.80% | 25.01% | 102.59% |
| Harry Brown Permanent | 0.62% | -0.07% | -0.30% | -2.87% | 10.79% | 40.58% | 32.61% | 90.79% |
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 | 102.59% | 7.80% | 7.34% | -45.86% | 0.40 | 0.49 | 0.17 | 0.08 |
| Harry Brown Permanent | 90.79% | 6.79% | 6.69% | -28.67% | 0.48 | 0.64 | 0.24 | 0.05 |