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Home > Returns

Returns

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Longer Holding Periods Have Historically Rewarded Investors

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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Average Annual Returns of the S&P 500 Index

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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How These Strategies Have Compared in Historical Down Markets as Defined by the S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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Classic 60/40 Portfolio Drawdowns

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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US Government Securities Fund Negatively Correlated to S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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Equity Exposure Can Vary Widely in Passive TDFs

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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Active Equity Funds of Two Criteria Have Beaten Indexes

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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MSCI Emerging Markets Index (Local Currency) with Periods of Economic Weakness

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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High Yield Bonds and Senior Secured Loans Quite Resilient

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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S&P 500 Versus Gold (Jan 1971-May 2014)

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2016

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