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Home > Returns

Returns

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Funds in the Morningstar core and core-plus categories have offered strong risk-adjusted returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Average annual stock market returns (1940-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Correlation between S&P 500 return and 10-year treasury yield

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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US large-cap domestic funds annual returns vs. the S&P 500, 1996-2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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US and global ex-US equities, rolling 10-year returns, 1971-2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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S&P 500 historical risk & return 1926-2019

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Real asset class returns 1976-2019

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Returns on a 60/40 balanced portfolio are expected to be roughly half of what investors realized over the last decade

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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