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Home > Returns

Returns

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S&P 500 returns under a higher 10-year yield since 1962

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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S&P 500 index returns vs. Bloomberg commodities index

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Five-year returns have closely tracked yield at start of period

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Apart from 1962, this has been the worst first half since the depression (1932) for equities

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Performance of various asset classes in treasury bear markets (1973-12/31/2021)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Performance of various asset classes in US dollar bear markets (1973-12/31/2021)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Performance of various asset classes in equity bear markets (1973-12/31/2021)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Performance of various asset classes when real rates are negative (1973-12/31/2021)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Forward returns of recessionary vs. non-recessionary >20% corrections

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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S&P 500 total return by year (since 1970)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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