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Home > Returns

Returns

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S&P 500 annualized trailing 20 year total returns 1927 - August 2021

Submitted by Your Personal CFO - Bourbon Financial Management on October 28th, 2021

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Top Half Domestic Funds of 2016 Were Unlikely to Repeat their Accomplishments over 2017-20 (S &P Dow Jones Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on September 26th, 2021

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S&P 500 Performance (Source: Charles Schwab)

Submitted by Your Personal CFO - Bourbon Financial Management on September 21st, 2021

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Bulls, Bears, and Long-term Benefits of Stock Investing (Source:Dimensional)

Submitted by Your Personal CFO - Bourbon Financial Management on September 20th, 2021

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S&P Historical Composite: 1871-Present--Inflation-Adjusted Regression Channel (Source: Advisor Perspectives)

Submitted by Your Personal CFO - Bourbon Financial Management on September 19th, 2021

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Housing real return since 1880

Submitted by Your Personal CFO - Bourbon Financial Management on September 13th, 2021

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The "Top Dogs" Are Constantly Changing! (Source: RAFI Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2021

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Our Return Forecasting Accuracy (Source: RAFI Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on September 9th, 2021

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Return Forecast Distributions & Probabilities of Return (Source: RAFI Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on September 8th, 2021

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Research Affiliates' Current Capital Markets Expectations (Source: RAFI Indices)

Submitted by Your Personal CFO - Bourbon Financial Management on September 7th, 2021

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