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Home > Returns

Returns

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Estimated and Actual nominal 12-year nominal total return on 60/30/10 mix (S&P Data 1928-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 16th, 2021

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The Value Factor: The Long Term Track Record Remains Intact (Morningstar Direct 1927-2017)

Submitted by Your Personal CFO - Bourbon Financial Management on April 14th, 2021

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Bull and Bear Markets (Morningstar 1970-2020)

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

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S&P 500 vs. Corporate Profits After Tax (RIA 1970-2018)

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

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5 Year Rolling Performance of the S&P 500 (Blue Ocean 1932-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on March 28th, 2021

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$10,000.00 Growth (Bloomberg Data 1999-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 26th, 2021

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60/40 "Lost Decades" Are More Common Than You Think (Bloomberg Data 1900-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 15th, 2021

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