Sixty Forty
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Feb 10, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.47% | 2.01% | 2.11% | 3.06% | 12.31% | 27.00% | 14.62% | 74.08% |
| Sixty Forty | -0.03% | 0.62% | 0.01% | 1.15% | 9.54% | 39.00% | 29.78% | 115.39% |
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 | 74.08% | 6.26% | 5.72% | -47.62% | 0.28 | 0.34 | 0.13 | 0.10 |
| Sixty Forty | 115.39% | 8.34% | 8.00% | -42.21% | 0.47 | 0.57 | 0.20 | 0.07 |
Total Return
No Taxes, No Rebalancing.