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Returns

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Trailing returns for US core bonds

Submitted by Your Personal CFO - Bourbon Financial Management on March 8th, 2023

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Market returns over multiple time periods since 1988

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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S&P 500: Growth of $100,000 hypothetical portfolio over 20 years

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Growth of $1,000,000 since 1999

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Bloomberg Barclays aggregate, total return (1977-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Distribution of five-year wealth amounts from investing $100 today in the S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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S&P 500 calendar year returns since 1951

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Historically, high-yielding dividend stocks enhanced portfolio returns since 1957

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Total return indexes since 1802

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Risk/return of long-term government bonds by decade (total returns)

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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