Health Care
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Feb 06, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 1.34% | 0.77% | 1.28% | 3.12% | 10.87% | 24.46% | 14.88% | 74.15% |
| Health Care | 1.85% | 1.92% | 0.25% | 7.92% | 7.20% | 18.76% | 36.34% | 146.46% |
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% | |
| Health Care | 2.43% | 2.03% | -2.07% | 25.94% | 13.16% | 20.46% | 6.18% | 21.70% | -2.79% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 74.15% | 6.26% | 5.72% | -47.95% | 0.28 | 0.34 | 0.13 | 0.10 |
| Health Care | 146.46% | 10.42% | 9.46% | -47.05% | 0.45 | 0.59 | 0.22 | 0.07 |
Total Return
No Taxes, No Rebalancing.