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Home > Returns

Returns

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S&P 500 calendar year returns since 1951

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Historically, high-yielding dividend stocks enhanced portfolio returns since 1957

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Total return indexes since 1802

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Risk/return of long-term government bonds by decade (total returns)

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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60/40 total return (w/ annual rebalance): 4-month % change

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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S&P 500 intra-year declines vs. calendar year returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Us minus emerging markets: Monthly rolling annual returns, 1987-2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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US minus developed stocks: Monthly rolling annual returns, 1987-2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Average return before, during, and after initial fed rate hikes since 1994

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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Annualized average adjusted return (AAAR) for major asset classes since Q1 1973

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2023

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