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Home > Returns

Returns

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Annualized average adjusted return (AAAR) for major asset classes since Q1 1973

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

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Actively managed mutual funds with top-quartile returns

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

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Barclays emerging markets (USD) aggregate total return index since 1993

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

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Average monthly US equity market returns 1971-2021

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

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Predicted 10-year annualized real stock returns since 1881

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

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

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

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

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

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Cumulative returns during recent stock market drawdowns

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

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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

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

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

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