Sixty Forty
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Oct 01, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.13% | -1.19% | -3.73% | -3.00% | 6.71% | 47.04% | 23.35% | 98.65% |
| Sixty Forty | 0.12% | -0.51% | -1.78% | -0.20% | 8.35% | 52.89% | 41.45% | 146.47% |
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 | 98.65% | 7.60% | 7.13% | -46.27% | 0.38 | 0.48 | 0.16 | 0.08 |
| Sixty Forty | 146.47% | 9.70% | 9.47% | -39.61% | 0.59 | 0.71 | 0.24 | 0.06 |