Harry Brown Permanent
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Dec 05, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.02% | -0.54% | 0.69% | 2.11% | 6.30% | 25.93% | 15.10% | 57.20% |
| Harry Brown Permanent | -0.13% | -0.65% | 1.20% | 4.98% | 15.81% | 41.90% | 30.09% | 83.76% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 7.38% | 14.01% | -21.27% | 16.04% | 11.96% | 22.44% | -5.62% | 14.79% | 6.99% | -0.29% |
| Harry Brown Permanent | 11.39% | 11.40% | -13.69% | 28.48% | 16.49% | 16.54% | -1.62% | 10.63% | 5.99% | -2.86% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 57.20% | 5.24% | 4.64% | -44.61% | 0.19 | 0.23 | 0.12 | 0.10 |
| Harry Brown Permanent | 83.76% | 6.38% | 6.29% | -29.83% | 0.45 | 0.63 | 0.21 | 0.06 |
Total Return
No Taxes, No Rebalancing.