Energy
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jan 30, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.51% | 0.02% | 1.81% | 1.82% | 10.87% | 23.38% | 16.31% | 69.27% |
| Energy | 1.07% | 3.78% | 11.83% | -42.07% | -43.38% | -43.23% | 29.83% | -7.74% |
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% | |
| Energy | 5.54% | -0.64% | 64.24% | 53.27% | -33.32% | 11.72% | -18.03% | -0.90% | 27.86% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 69.27% | 5.98% | 5.42% | -47.24% | 0.25 | 0.31 | 0.13 | 0.10 |
| Energy | -7.74% | 5.59% | -0.80% | -100.02% | 0.08 | 0.08 | 0.06 | 0.24 |
Total Return
No Taxes, No Rebalancing.