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Home > Returns

Returns

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Percentage of Active Funds Outperformed by Benchmarks Over 1-, 3-, 5-Year Periods

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

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Average Annual Expenses Levied on Domestic Equity Funds and Their Impact on Performance

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

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Excess Return of Domestic Active Funds in the Large-, Mid-, and Small-Cap Categories Against Their Benchmarks

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

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Long Term Investors Can Weather Market Declines (1946-2014)

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

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Bear Markets in Historical Context (1929-2016)

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

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Price of Gold Vs. US Monetary Base

Submitted by Your Personal CFO - Bourbon Financial Management on February 26th, 2016

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Market Timing is Hard-You Should Always Hold Some Small Cap (Feb 1990-Dec 2015)

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

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European Small Cap was the Best Performing Asset Class in 2015...

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

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Recessions Normally Start With a Flat/Negative Yield Curve (1976-2014)...

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

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Small Cap Has Outperformed in 13 of the Last 16 Years

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

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