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Home > Returns

Returns

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10-year rolling returns - through March 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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5-year rolling returns - through March 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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3-year rolling returns - through March 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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1-year rolling returns - through March 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Bond yields have been reasonable proxy for forward returns 1976

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Growth and value: Forward vs. trailing returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Asset class performance in different dollar environments since 1974

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Investing at the end of a downturn has been more rewarding in HY than equities since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Rolling 3-year average annual return for bonds since 1926 and bonds following a 3 year period in which they lost money

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Earnings explained nearly 50% of market returns pre-GFC, but only 23% of post-GFC returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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