us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Returns

Returns

us.jpg   fr.jpg

Correlation between S&P 500 return and 10-year treasury yield

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

801.png

US large-cap domestic funds annual returns vs. the S&P 500, 1996-2020

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

791.png

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

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

782.png

S&P 500 historical risk & return 1926-2019

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

776.png

Real asset class returns 1976-2019

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

767.png

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

765.png

Low expected returns for global equities, but opportunities exist

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

761.png

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

750.png

1926-2020 annualized total returns S&P 500

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

747.png

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

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

731.png

Syndicate content