Home > Returns

Returns

us.jpg   fr.jpg

US national home price changes (1891-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

1.png

Average annual returns at different inflation rates (1970-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

838.png

Funds in the Morningstar core and core-plus categories have offered strong risk-adjusted returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

834.png

Average annual stock market returns (1940-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

813.png

Correlation between S&P 500 return and 10-year treasury yield

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

801.png

US large-cap domestic funds annual returns vs. the S&P 500, 1996-2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

791.png

US and global ex-US equities, rolling 10-year returns, 1971-2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

782.png

S&P 500 historical risk & return 1926-2019

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

776.png

Syndicate content