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Home > Returns

Returns

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Key statistics for S&P 500 bear markets since 1929

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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Total return by asset class since 1988

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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S&P 500 total excess annualized return per CAPE

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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S&P 500 years with a return of 20% or more since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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Ratio of the growth of a dollar for small cap value vs small cap non-value (January 1963-June 2023)

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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Ratio of the growth of a dollar for small cap vs large cap (June 1926-June 2023)

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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EAFE vs US Returns since 1970

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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MSCI EAFE vs MSCI USA since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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MSCI EAFE growth – value (1 year) since June 2004

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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Annualized rolling ten year relative total return of growth vs. value since 1988

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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