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Home > Returns

Returns

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60/40 prospective returns are near historic lows since 1900

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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60/40 portfolio: S&P 500/US 10-year treasury (total returns, 1928-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Different total return price % off high of various ETF's

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Stocks can shift between value and growth classifications

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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$10k a year invested for 20 years into the S&P 500 since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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S&P 500: Worst performance through 187 trading days (1928-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Bloomberg commodity index returns since 2001 and commodity prices

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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MSCI EAFE and MSCI USA relative performance since 1971

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Bloomberg US aggregate intra-year declines vs. calendar year returns since 1976

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Real returns, 12/31/1900 through 12/31/2021, over rolling 20 year periods

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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