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Home > Returns

Returns

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Performances of Average Equity Fund Investor Vs S&P 500 Since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on May 19th, 2017

Performances of Average Equity Fund Investor Vs S&P 500 Since 2002.png

U.S. Equity, Bond and Asset Allocation Fund Investor Performances by Time Horizons

Submitted by Your Personal CFO - Bourbon Financial Management on May 19th, 2017

U.S. Equity, Bond and Asset Allocation Fund Investor Performances by Time Horizons.png

Five Biggest U.S. Market Declines and Subsequent Five Years Since 1929

Submitted by Your Personal CFO - Bourbon Financial Management on May 19th, 2017

Five Biggest U.S. Market Declines and Subsequent Five Years Since 1929.png

S&P 500 Rolling 10-Year Average Annual Total Returns Since 1927

Submitted by Your Personal CFO - Bourbon Financial Management on May 19th, 2017

S&P 500 Rolling 10-Year Average Annual Total Returns Since 1927.png

Different Investment Approaches: The Risk of Missing High-Return Days when Moving In and Out of Stock Market

Submitted by Your Personal CFO - Bourbon Financial Management on May 19th, 2017

Different Investment Approaches The Risk of Missing High-Return Days when Moving In and Out of Stock Market.png

The Lowest Interest Rates in 5,000 Years

Submitted by Your Personal CFO - Bourbon Financial Management on May 19th, 2017

The Lowest Interest Rates in 5,000 Years.png

Long-Term Real Expected Return and Risk for Major Asset Classes

Submitted by Your Personal CFO - Bourbon Financial Management on May 12th, 2017

Long-Term Real Expected Return and Risk for Major Asset Classes.png

U.S. University Endowments vs a Balanced Portfolio Returns

Submitted by Your Personal CFO - Bourbon Financial Management on May 12th, 2017

U.S. University Endowments vs a Balanced Portfolio Returns.png

U.S. Bull and Bear Markets Since 1903

Submitted by Your Personal CFO - Bourbon Financial Management on May 12th, 2017

U.S. Bull and Bear Markets Since 1903.png

Benefit of Additional Investment Options: Returns by Risk and by Equity Allocation

Submitted by Your Personal CFO - Bourbon Financial Management on May 12th, 2017

Benefit of Additional Investment Options - Returns by Risk and by Equity Allocation.png

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