Home > Returns

Returns

us.jpg   fr.jpg

30 year returns vs. 1 year returns since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

image037.png

Average underperformance: cash vs. stocks (1928-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

image036.png

Odds of cash outperforming stocks (total returns, 1928-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

image035.png

Key statistics for S&P 500 bear markets since 1929

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

image034.png

Total return by asset class since 1988

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

image031.png

S&P 500 total excess annualized return per CAPE

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

image030.png

S&P 500 years with a return of 20% or more since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

image028.png

Ratio of the growth of a dollar for small cap value vs small cap non-value (January 1963-June 2023)

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

image027.png

Ratio of the growth of a dollar for small cap vs large cap (June 1926-June 2023)

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

image026.png

EAFE vs US Returns since 1970

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

image023.png

Syndicate content