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Home > Returns

Returns

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S&P 500 index performance during recessions since 1945

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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US stocks minus international, rolling five-year return since 1974

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Annual total return for balanced portfolio of US taxable bonds since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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20-year annualized returns by asset class (2001-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Bloomberg municipal bond index yield to worst

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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EAFE vs. US returns since 1970

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Currency impact to EAFE since 2001

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Annualized rolling ten year relative total return of growth vs. value since 1988

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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S&P 500 and 60/40 portfolio intra-year declines vs. calendar-year returns since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Best and worst rolling returns since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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