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Home > Returns

Returns

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Drivers of S&P 500 returns by calendar year

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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5-year rolling returns of low price/book vs. MSCI EM index 1992-2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Global equity markets - evolution of our return expectations

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Annualized 10-year forward-looking return estimates

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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The range of returns for a 60/40 portfolio narrows over longer time periods (1871-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Average return % of the 12 periods when 10-year US treasury yields rose more than 100 basis points, since 1993

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Patient + active delivers excess net returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Diversified portfolio and S&P 500 index returns since 1999

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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S&P 500 average annual returns: 10.5%

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Index yield and resulting forward returns since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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