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Home > Returns

Returns

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S&P 500 price changes

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

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Emerging and developed equities cumulative total return since 1987

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

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Asset class total returns since 2011

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

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S&P 500 rolling one year: Returns: 1926-2023

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

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Over the past 20 years, a diversified portfolio consistently avoided low risk-adjusted returns

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

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MSCI USA index minus MSCI world ex-USA index (3-year rolling returns) since 1972

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

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Equities, bonds, and gold, 1975-2022

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

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Russell 2000 calendar-returns and intra-calendar-year largest declines since 1996

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

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A diversified approach has smoothed returns over time since 1993

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

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