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Home > Returns

Returns

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Percentage of active funds outperforming their prospectus benchmark over ten years through December 2016

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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The mixture of assets defines the spectrum of returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 27th, 2023

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Investors tend to buy highly rated funds even as they underperform

Submitted by Your Personal CFO - Bourbon Financial Management on February 27th, 2023

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When the S&P 500 is down 25% or worse since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on February 27th, 2023

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60/40 calendar year returns since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on February 27th, 2023

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Growth of $1 over the next 20 years since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2023

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Growth of $1 over next 10 years since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2023

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Growth of $1 over the next 20 years

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2023

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The S&P 500 has had 46 daily moves of 2% or more in either direction this year, the most in more than a decade

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2023

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Annual return of US stocks after a big down year and for all other years 1900-2021

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2023

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