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Home > Returns

Returns

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Effect of diversification over time: Net effect on risk-adjusted returns

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

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Hedge fund average return vs. global equities since 2003

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

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S&P intra-year declines vs. calendar year returns since 1980

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

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S&P 500 calendar year total returns (1999-2021)

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

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Percentage of all domestic equity funds underperforming the S&P composite 1500 on an absolute and risk-adjusted basis

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

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Percentage of US active equity funds outperforming their benchmark since 1973

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

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S&P 500 total return during 16 years of highest inflation: 1922-2021

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

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US Bloomberg aggregate bond index returns in quarters where the S&P 500 had negative returns since 1977

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

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Average yearly returns of select assets during periods of rising short-term interest rates

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

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Bitcoin 2-yearly candles

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

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