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Home > Returns

Returns

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Portfolio risk/return profile 25 years ended 9/30/21

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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S&P 500 real total return (annual) since 1900

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Commodities on course for best year since 1946

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Relationship between yield-to-worst and 5-year total returns since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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20-year annualized returns by asset class (2002-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Bloomberg US aggregate intra-year declines vs. calendar year returns since 1976

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Percentage of time with negative total returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Long-term performance of global private equity vs. public markets

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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S&P 500: 1926-2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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10-year nominal total return since 1900

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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