Financials
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Feb 20, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.54% | 0.54% | 2.48% | 5.96% | 12.38% | 30.57% | 16.24% | 71.44% |
| Financials | 0.65% | 1.63% | -1.09% | 1.59% | 2.14% | 47.28% | 61.96% | 150.79% |
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% | |
| Financials | 30.46% | 11.93% | -10.57% | 34.74% | -2.03% | 31.81% | -13.07% | 21.96% | 22.42% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 71.44% | 6.11% | 5.55% | -46.85% | 0.26 | 0.32 | 0.13 | 0.10 |
| Financials | 150.79% | 11.89% | 9.65% | -64.55% | 0.39 | 0.46 | 0.18 | 0.12 |
Total Return
No Taxes, No Rebalancing.