Utilities
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Dec 12, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.65% | -0.34% | 0.48% | 0.63% | 7.30% | 23.89% | 14.75% | 58.95% |
| Utilities | -0.49% | -1.09% | -51.75% | -49.91% | -44.80% | -41.06% | -31.19% | 1.18% |
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% | -0.29% |
| Utilities | 23.23% | -7.18% | 1.50% | 17.61% | 0.30% | 25.87% | 3.98% | 12.00% | 16.02% | -4.89% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 58.95% | 5.36% | 4.75% | -44.48% | 0.20 | 0.24 | 0.12 | 0.10 |
| Utilities | 1.18% | 3.95% | 0.12% | -118.54% | 0.04 | 0.03 | 0.03 | 0.10 |
Total Return
No Taxes, No Rebalancing.