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Home > Returns

Returns

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Asset class volatility/return trade-off in June 2007

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

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2022 asset class returns

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

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S&P 500 annual returns by decade since 1930

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

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Value of hypothetical $1,000 investment in the MSCI ACWI from 1/1/12-12/31/21

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

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Convertible vs. other asset classes (% cumulative total return) since 1998

Submitted by Your Personal CFO - Bourbon Financial Management on November 3rd, 2021

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Bonds have counterbalanced stocks in a diversified portfolio since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on October 30th, 2021

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MSCI EAFE and MSCI USA relative performance since 1971

Submitted by Your Personal CFO - Bourbon Financial Management on October 29th, 2021

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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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