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Home > Returns

Returns

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Comparison of claim age based on an individual's expected rate of return and longevity

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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Small increases in returns, big impact on college funds

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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Index funds' annualized return advantage versus low-cost active funds, February 2008-January 2023

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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Annualized returns over different time frames of long bonds, 5-year treasuries, and 1-month T-bills

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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Vanguard 10-year outlook annualized returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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Real annualized returns (%) on equities versus bonds and bills internationally, 1900-2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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Distribution of excess lifetime returns on individual stocks vs. Russell 3000, 1980-2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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US national home price changes (1891-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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Average annual returns at different inflation rates (1970-2020)

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

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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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