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 > Blog

Blog

us.jpg   fr.jpg

Hypothetical AQR industry and dollar neutral all country value portfolio beginning in 1990

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

240.png

Performance cycles: Small cap vs. large cap since 1926

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

239.png

Performance cycles: Small cap value vs. all other small cap since 1963

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

238.png

EAFE vs. US returns since 1970

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

237.png

Currency impact to EAFE since 2001

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

236.png

MSCI EAFE vs. MSCI USA since 2002

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

235.png

Annualized rolling ten year relative total return of growth vs. value since 1988

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

233.png

Inflation expectations and value's performance Russell 1000 value vs. Russell 1000 growth since 1989

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

232.png

S&P 500 and 60/40 portfolio intra-year declines vs. calendar-year returns since 1980

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

230.png

Best and worst rolling returns since 2002

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

229.png

Syndicate content