Home > Returns

Returns

us.jpg   fr.jpg

S&P 500 rolling returns: 1926-2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

44.png

S&P 500 trailing free cash yield vs. annualized total return over the next decade since 1985

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

40.png

Real total return $1000 rolling 10-year returns since 1905

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

39.png

Forward looking returns for the 60/40 portfolio post 10% declines: January 1926-September 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

36.png

The last decade of developed ex US and emerging market country returns in excess of MSCI ACWI IMI index

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

34.png

Historical 60/40 returns: January 1926-September 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

35.png

January 1, 2002-December 31, 2021, annualized returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

33.png

60/40 portfolio annual worst YTD return in past 100 years

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

31.png

3-year annualized stock vs. bond total returns since 1984

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

29.png

Long-term government bond returns, rolling 10-year annualized %

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

21.png

Syndicate content