Sixty Forty
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Jul 10, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.19% | 0.04% | 0.06% | 5.32% | 15.50% | 40.85% | 25.71% | 104.48% |
| Sixty Forty | 0.17% | 0.45% | 1.08% | 6.85% | 14.65% | 48.36% | 41.89% | 149.94% |
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 | 104.48% | 7.89% | 7.44% | -46.18% | 0.41 | 0.50 | 0.17 | 0.08 |
| Sixty Forty | 149.94% | 9.84% | 9.62% | -39.98% | 0.60 | 0.72 | 0.25 | 0.06 |