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Home > Returns

Returns

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Relative Cumulative Performance of Small-Caps vs Large-Caps (1931-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on November 27th, 2024

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S&P 500 Top 10 vs 490 Equal Weighted (Standard & Poor's 1957-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on November 27th, 2024

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S&P 500 Top 10 vs 490 Equal Weighted (Standard & Poor's 1957-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on November 27th, 2024

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US Equity vs International Equity 5-Year Monthly Rolling Returns (Morningstar 1975-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on November 26th, 2024

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Rolling 3-YR Correlation: Bloomberg US Aggregate Bond Index vs S&P500 (Morningstar 1980-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on November 26th, 2024

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S&P 500 Returns After All-Time Highs (YCharts)

Submitted by Your Personal CFO - Bourbon Financial Management on November 25th, 2024

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25th Percentile of Active Mangers: Average Excess Returns by Decade (Morningstar 2010-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on November 25th, 2024

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Long-Term Asset Class Performance (Cliffwater 2004-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on November 22nd, 2024

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Small-Cap vs S&P500 iNDEX (Bloomberg 2000-2010)

Submitted by Your Personal CFO - Bourbon Financial Management on November 19th, 2024

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Small and Mid-Cap vs Large-Cap Tech (Bloomberg 2000-2010)

Submitted by Your Personal CFO - Bourbon Financial Management on November 19th, 2024

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