Harry Brown Permanent
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Oct 30, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.72% | 0.37% | 0.95% | -0.88% | 7.50% | 52.42% | 20.66% | 107.64% |
| Harry Brown Permanent | -1.15% | -0.62% | -0.39% | -0.45% | 1.11% | 48.38% | 31.71% | 95.75% |
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 | 107.64% | 8.03% | 7.60% | -47.61% | 0.42 | 0.52 | 0.17 | 0.08 |
| Harry Brown Permanent | 95.75% | 7.04% | 6.97% | -28.98% | 0.51 | 0.69 | 0.24 | 0.05 |