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Home > Returns

Returns

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Average return % of the 12 periods when 10-year US treasury yields rose more than 100 basis points, since 1993

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

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Patient + active delivers excess net returns

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

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Diversified portfolio and S&P 500 index returns since 1999

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

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S&P 500 average annual returns: 10.5%

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

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Index yield and resulting forward returns since 1991

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

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Historically, forward-looking returns have been closely correlated to starting yields

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

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10-worst single-day percent declines for US stocks 1980-2020

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

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Hypothetical investment of $10,000 in the S&P 500 index over the last 20 years (2001-2020)

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

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US stocks are up 15.2% over the last 5 years

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

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Missing just a few of the market's best days can hurt investment returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 8th, 2023

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