Sixty Forty
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jan 09, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.49% | 1.26% | 1.50% | 3.42% | 13.42% | 27.68% | 15.75% | 67.54% |
| Sixty Forty | 0.47% | 1.17% | 1.23% | 3.58% | 11.66% | 42.75% | 32.55% | 111.71% |
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% | |
| Sixty Forty | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 67.54% | 5.88% | 5.31% | -46.46% | 0.24 | 0.30 | 0.13 | 0.10 |
| Sixty Forty | 111.71% | 8.17% | 7.81% | -41.07% | 0.45 | 0.55 | 0.20 | 0.07 |
Total Return
No Taxes, No Rebalancing.