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Home > Returns

Returns

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Percentage of US equity funds underperforming their benchmarks

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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S&P 500 annualized total return (%) since 1940

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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An international perspective on historical returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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Expected equity returns sorted from lowest to highest

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

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Annualized real USD returns and risk premiums (%) for the world ex-USA, 1900-2022

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

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Annualized real returns and risk premiums (%) for the USA, 1900-2022

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

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Impact of being out of the market

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

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Range of stock, bond, and blended total returns

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

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Comparison of claim age based on an individual's expected rate of return and longevity

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

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Small increases in returns, big impact on college funds

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

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