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Home > Returns

Returns

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Morningstar's 30-year asset-class return assumptions improved following 2022

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2023

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Actual vs. Reversed historical return sequence (1973-1993)

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2023

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U.S. Market Downturns, Recoveries, and Expansions since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2023

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Private real estate has produced favorable risk-adjusted returns

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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S&P 500 calendar year total returns (%) (1999-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Returns for an equally-weighted mix of mainstream stocks, core bonds & diversifiers since 1975

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Interest income and reinvestment account for the largest portion of total return in bond funds since 1975

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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1926-2021 rolling monthly returns

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Price return and total return for US aggregate bonds since 1999

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Return and risk by dividend category, 1978-2022

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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