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

Diversified portfolio and S&P 500 index returns since 1999

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

701.png

S&P 500 average annual returns: 10.5%

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

700.png

Index yield and resulting forward returns since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

699.png

Historically, forward-looking returns have been closely correlated to starting yields

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

697.png

10-worst single-day percent declines for US stocks 1980-2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

677.png

Hypothetical investment of $10,000 in the S&P 500 index over the last 20 years (2001-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

671.png

US stocks are up 15.2% over the last 5 years

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

670.png

Missing just a few of the market's best days can hurt investment returns

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

664.png

Effect of diversification over time: Net effect on risk-adjusted returns

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

660.png

Hedge fund average return vs. global equities since 2003

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

653.png

Syndicate content