us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Returns

Returns

us.jpg   fr.jpg

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

Picture59.png

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

Picture58.png

EAFE vs. US returns since 1970

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

Picture56.png

MSCI EAFE vs. MSCI USA since December 2002

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

Picture55.png

Discounted dollar prices have presented total return opportunities since 2015

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

Picture53.png

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

Picture49.png

Stocks, bonds and cash since 1928

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

Picture47.png

S&P 500: Earnings growth, price returns, TTM P/E ratios since 1989

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

Picture45.png

Mortality and distribution of 10-year annualized excess returns for surviving active large-blend funds

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

Picture43.png

Annual total return performance of the S&P 500 and 10-year US treasury since 1872

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

Picture37.png

Syndicate content