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Home > Returns

Returns

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S&P 500, US 10-year treasury, and 60/40 portfolio total returns since 1928

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

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Experts' 10-year forecasts for long-term asset-class returns

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

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Periods of negative or low real returns on equities and of negative equity premia since 1900

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

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BBG aggregate index, BBG US credit index, and S&P 500 index all suffered major drawdowns in 2022

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

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Years needed to reach a target using different contribution rates and market returns

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

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EAFE vs. US returns since 1970

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

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MSCI EAFE vs. MSCI USA since December 2002

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

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Discounted dollar prices have presented total return opportunities since 2015

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

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Betas and t-stats of global asset-class returns relative to US dollar return since 1926

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

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Stocks, bonds and cash since 1928

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

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