Health Care
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% |
| Health Care | 0.60% | -1.74% | -0.50% | 7.27% | 5.02% | 16.03% | 34.52% | 135.85% |
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 | 69.27% | 5.98% | 5.42% | -47.24% | 0.25 | 0.31 | 0.13 | 0.10 |
| Health Care | 135.85% | 9.98% | 8.98% | -45.89% | 0.42 | 0.56 | 0.22 | 0.07 |
Total Return
No Taxes, No Rebalancing.