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Home > Returns

Returns

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S&P 500 average annual returns: 10.5%

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

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Index yield and resulting forward returns since 1991

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

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Historically, forward-looking returns have been closely correlated to starting yields

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

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10-worst single-day percent declines for US stocks 1980-2020

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

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Hypothetical investment of $10,000 in the S&P 500 index over the last 20 years (2001-2020)

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

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US stocks are up 15.2% over the last 5 years

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

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Missing just a few of the market's best days can hurt investment returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 8th, 2023

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Effect of diversification over time: Net effect on risk-adjusted returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 8th, 2023

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Hedge fund average return vs. global equities since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on March 8th, 2023

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S&P intra-year declines vs. calendar year returns since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on March 8th, 2023

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