Industrials
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jan 02, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.37% | -0.30% | -0.24% | 0.20% | 11.82% | 30.15% | 14.31% | 60.50% |
| Industrials | 1.84% | 0.49% | 2.20% | 2.31% | 20.32% | 60.52% | 78.41% | 201.26% |
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% | |
| Industrials | 17.24% | 18.08% | -5.55% | 21.06% | 10.57% | 29.02% | -13.28% | 23.90% | 19.92% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 60.50% | 5.45% | 4.86% | -45.13% | 0.21 | 0.25 | 0.12 | 0.10 |
| Industrials | 201.26% | 13.05% | 11.69% | -69.53% | 0.50 | 0.64 | 0.19 | 0.08 |
Total Return
No Taxes, No Rebalancing.