Sixty Forty
VS
David Swensen Unconventional Success
Total Return by Period
Updated: May 29, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.06% | 1.04% | 2.50% | 3.11% | 19.90% | 46.35% | 30.08% | 114.85% |
| Sixty Forty | 0.16% | 1.19% | 3.10% | 5.68% | 19.84% | 53.71% | 45.88% | 156.49% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 7.65% | 14.32% | -21.39% | 16.10% | 11.96% | 22.54% | -5.76% | 14.83% | 6.95% | |
| Sixty Forty | 14.87% | 17.85% | -16.93% | 14.59% | 15.85% | 21.83% | -3.09% | 14.06% | 8.76% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 114.85% | 8.39% | 7.97% | -48.61% | 0.45 | 0.55 | 0.17 | 0.08 |
| Sixty Forty | 156.49% | 10.11% | 9.90% | -41.21% | 0.62 | 0.75 | 0.25 | 0.06 |