Home > Returns

Returns

us.jpg   fr.jpg

S&P 500 and commodities rolling 10-year annualized returns

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

433.png

Emerging markets median active vs. passive managers average annual total returns

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

434.png

Cumulative returns during recent stock market drawdowns

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

424.png

S&P 500 index returns from 100th trading day until end of year since 1932

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

421.png

Bloomberg US aggregate bond index YTD return since 1976: -9.5%

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

418.png

Average annual returns for the 30 year period ending 12/31/2020

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

415.png

Market history: Growth of $1 and the US stock market's real peak value, January 1871 - May 2022

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

397.png

Largest real declines in US stock market history, January 1871 - May 2022

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

398.png

Comparison of historical horizon returns as of December 31, 2021

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

396.png

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

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

395.png

Syndicate content