Ray Dalio All Weather
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Dec 23, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.22% | 0.24% | -0.12% | 1.15% | 11.01% | 28.92% | 14.55% | 58.34% |
| Ray Dalio All Weather | 0.28% | 0.39% | -0.47% | 1.75% | 10.90% | 23.02% | 6.01% | 52.88% |
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% |
| Ray Dalio All Weather | 5.10% | 9.93% | -19.34% | 7.98% | 16.13% | 18.37% | -2.89% | 11.64% | 6.64% | -3.19% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 58.34% | 5.32% | 4.71% | -44.24% | 0.20 | 0.24 | 0.12 | 0.10 |
| Ray Dalio All Weather | 52.88% | 4.63% | 4.35% | -38.31% | 0.19 | 0.25 | 0.12 | 0.09 |
Total Return
No Taxes, No Rebalancing.