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Home > Returns

Returns

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A Small Portion of Active Funds Survived and Outperformed over 15 years

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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Percentage of Funds Outperforming Their Benchmark After Applying Lower Hypothetical Expense Ratios

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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Percentage of Actively Managed Funds That Have Outperformed Their Benchmarks

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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Superior Returns with Less Volatility

Submitted by Your Personal CFO - Bourbon Financial Management on November 6th, 2015

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S&P 500 Distribution of Annual Returns (Price Only)

Submitted by Your Personal CFO - Bourbon Financial Management on October 30th, 2015

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Future 10-Year Returns, U.S. Equities

Submitted by Your Personal CFO - Bourbon Financial Management on October 30th, 2015

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Quarterly Performance Difference, High- and Low-Quality Russell 3000 Index Stocks

Submitted by Your Personal CFO - Bourbon Financial Management on October 30th, 2015

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Rolling Six-Year Returns, Russell 3000 Index

Submitted by Your Personal CFO - Bourbon Financial Management on October 30th, 2015

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Equity Real Returns and Fixed Income Yields Below Long-Term Averages

Submitted by Your Personal CFO - Bourbon Financial Management on October 30th, 2015

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Always Remember: Starting Yield Drives Returns

Submitted by Your Personal CFO - Bourbon Financial Management on October 30th, 2015

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