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

Portfolio average annual return from Dec 31, 1994, through Dec 31, 2019

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

Picture179.png

Growth of $100 since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

Picture177.png

CRSP 1-10 index returns by year since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

Picture175.png

10-year annualized returns by asset class (2012-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

Picture174.png

Historical markets drawdown and next 12-month rebound

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

Picture173.png

Range of stock, bond, and blended total returns since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

Picture172.png

60/40 annual return decomposition since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

Picture171.png

Asset class returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

Picture169.png

MSCI EAFE and MSCI USA relative performance since 1971

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

Picture167.png

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

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

Picture165.png

Syndicate content