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Home > Returns

Returns

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Asset class total returns: 2000-2009

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

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Average 12-month forward total returns based on U.S. conference board indicator (January 1990-December 2022)

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

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Total return and growth of bonds and equity by industry since 1995

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

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Growth of a $100,000 investment (one-year returns when investing at peak CD rates)

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

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30 year returns vs. 1 year returns since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

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Average underperformance: cash vs. stocks (1928-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

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Odds of cash outperforming stocks (total returns, 1928-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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Key statistics for S&P 500 bear markets since 1929

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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Total return by asset class since 1988

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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S&P 500 total excess annualized return per CAPE

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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