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Home > Returns

Returns

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Annualized rolling ten year relative total return of growth vs. value since 1988

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

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S&P 500 and 60/40 portfolio intra-year declines vs. calendar-year returns since 1980

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

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Best and worst rolling returns since 2002

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

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10-year rolling returns - through March 2022

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

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5-year rolling returns - through March 2022

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

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3-year rolling returns - through March 2022

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

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1-year rolling returns - through March 2022

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

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Bond yields have been reasonable proxy for forward returns 1976

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

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Growth and value: Forward vs. trailing returns

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

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Asset class performance in different dollar environments since 1974

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

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