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Home > Returns

Returns

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Distribution of historical stock and bond returns since 1873

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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'Safe' bonds (10 year treasuries) yearly returns (%) since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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Annual total return (%) of MSCI world index vs. Bloomberg US aggregate index since 1977

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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Increasing the savings rate can dramatically improve results

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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How investors' returns lagged their funds' returns, 2002-2016

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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Fund leadership is quick to change

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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Percentage of active funds outperforming their prospectus benchmark over ten years through December 2016

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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The mixture of assets defines the spectrum of returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 27th, 2023

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Investors tend to buy highly rated funds even as they underperform

Submitted by Your Personal CFO - Bourbon Financial Management on February 27th, 2023

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When the S&P 500 is down 25% or worse since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on February 27th, 2023

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