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Home > Returns

Returns

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Summary of Expected Long-Run Real Return Estimates for Major Asset Classes

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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Historical Rolling 5-Year Sharpe Ratios for Four Asset Classes (1960-2015)

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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Recoveries Have Been Worse of Late (1982-2015)

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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S&P 500 Real Growth of $1 Since 1929 till Today

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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Forecasting is Difficult so Focus on Valuations (Mar 1968-Mar 2015)

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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Benchmarks Increase Duration When Least Needed (Jan 1988-Jan 2016)

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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Volatility Across Asset Classes and Countries

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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Longer Holding Periods Have Historically Rewarded Investors

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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Average Annual Returns of the S&P 500 Index

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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How These Strategies Have Compared in Historical Down Markets as Defined by the S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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