Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| David Swensen Six Asset Individual Investor Plan Asset Allocation Composite Moderate | 4.35% | 16.96% | 11.87% | 5.03% | 6.85% | 6.46% | 7.14% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| David Swensen Six Asset Individual Investor Plan Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 16.96 | 11.87 | 5.03 | 6.85 | 6.46 | 7.14 | … | … | 4.35 | 14.10 | 6.96 | 6.29 | -14.58 | 13.75 | 12.50 | 18.68 | -4.27 | 11.23 | 7.03 | -3.77 | 8.01 | 10.44 | 11.25 | 3.22 | 9.85 | 14.18 | 1.66 | 6.34 | 15.26 | 7.11 | 12.83 | 19.06 | 11.98 | 6.39 |
| Sharpe Ratio | NA | 2.03 | 1.02 | 0.22 | 0.70 | NA | NA | … | … | 0.40 | 1.32 | 0.48 | 0.38 | -1.67 | 1.87 | 1.68 | 2.94 | -0.70 | 2.39 | 1.10 | -0.54 | 1.35 | 1.51 | 1.54 | 0.23 | 1.01 | 1.32 | 0.09 | 0.31 | 1.72 | 0.76 | 1.78 | 3.16 | 2.00 | 0.60 |
| Standard Deviation(%) | NA | 7.27 | 7.81 | 8.00 | 7.41 | NA | NA | … | … | 9.40 | 8.47 | 6.97 | 6.89 | 9.57 | 7.36 | 7.30 | 5.86 | 8.09 | 4.43 | 6.21 | 7.09 | 5.94 | 6.91 | 7.26 | 13.88 | 9.68 | 10.71 | 7.57 | 10.25 | 6.90 | 6.42 | 6.66 | 5.81 | 5.41 | 6.57 |
| Draw Down(%) | NA | 6.47 | 9.61 | 18.70 | 18.70 | NA | NA | … | … | 6.47 | 8.26 | 4.32 | 7.09 | 15.31 | 3.45 | 6.05 | 2.54 | 9.56 | 1.82 | 4.35 | 8.05 | 4.03 | 6.49 | 5.60 | 11.41 | 7.01 | 6.95 | 4.95 | 6.15 | 5.98 | 4.02 | 7.47 | 2.60 | 2.99 | 5.42 |
| Yield(%) | NA | 4.04 | 2.67 | 2.49 | 2.46 | NA | NA | … | … | NA | NA | 1.11 | 3.51 | 1.96 | 1.53 | 2.13 | 2.79 | 2.42 | 2.21 | 2.65 | 2.39 | 2.58 | 1.94 | 2.83 | 3.90 | 3.16 | 5.47 | 4.11 | 3.41 | 3.45 | 3.56 | 3.41 | 5.10 | 6.75 | 5.86 |
Data as of 02/27/2026, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| David Swensen Six Asset Individual Investor Plan Asset Allocation Composite Moderate |
-0.97%
Dec 2021 – Dec 2024 |
3.44%
Dec 2013 – Dec 2018 |
4.12%
Oct 2013 – Oct 2023 |
5.87%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| David Swensen Six Asset Individual Investor Plan Asset Allocation Composite Moderate |
14.95%
Dec 2018 – Dec 2021 |
14.12%
May 2002 – May 2007 |
10.96%
Apr 2001 – Apr 2011 |
9.16%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart