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Home > Returns

Returns

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Growth of $10K invested January 1, 1980

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

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S&P 500 rolling returns: 1926-2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

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2012 return projections of 17 Wall Street firms, versus actual subsequent 10-year returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

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Active equity mutual fund and best idea stocks, net annual returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

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Hedge fund strategy performance: CAGRS and correlations, 2003 to 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

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Private markets have historically outperformed public equities since 1992

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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10 year treasury annual returns since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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S&P 500 annual returns since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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Index cumulative return since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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