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Home > Returns

Returns

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US and global ex-US equities, rolling 10-year returns, 1971-2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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S&P 500 historical risk & return 1926-2019

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Real asset class returns 1976-2019

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Returns on a 60/40 balanced portfolio are expected to be roughly half of what investors realized over the last decade

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Low expected returns for global equities, but opportunities exist

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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US stocks annual returns, 1930-2021 and S&P 500 index total return since 1930

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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1926-2020 annualized total returns S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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S&P 500 value vs. growth: Relative total return

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Annualized returns by asset class (%)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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10-year real-return for global asset classes, as of September 30, 2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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