us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Returns

Returns

us.jpg   fr.jpg

Index funds' annualized return advantage versus low-cost active funds, February 2008-January 2023

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

20.png

Annualized returns over different time frames of long bonds, 5-year treasuries, and 1-month T-bills

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

16.png

Vanguard 10-year outlook annualized returns

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

15.png

Real annualized returns (%) on equities versus bonds and bills internationally, 1900-2022

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

13.png

Distribution of excess lifetime returns on individual stocks vs. Russell 3000, 1980-2020

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

6.png

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

Syndicate content