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

S&P 500 calendar year total returns (1999-2021)

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

651.png

Percentage of all domestic equity funds underperforming the S&P composite 1500 on an absolute and risk-adjusted basis

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

640.png

Percentage of US active equity funds outperforming their benchmark since 1973

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

622.png

S&P 500 total return during 16 years of highest inflation: 1922-2021

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

617.png

US Bloomberg aggregate bond index returns in quarters where the S&P 500 had negative returns since 1977

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

611.png

Average yearly returns of select assets during periods of rising short-term interest rates

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

605.png

Bitcoin 2-yearly candles

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

599.png

Historical Bitcoin price trend growth since 2010

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

595.png

Bitcoin was the best performing asset class 10 of the last 12 years

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

593.png

Average annual growth rates of public & private equity

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

592.png

Syndicate content