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Home > Returns

Returns

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7 quarters when both equity and fixed income were negative

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 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 6th, 2023

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Historical risk and return comparison since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Annualized return vs. volatility of annual returns over a 20-year horizon (2002-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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S&P 500 quarterly total returns since 1971

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Comparing the Agg's 10 worst quarterly returns vs. performance one year later

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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S&P 500 index performance during recessions since 1945

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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US stocks minus international, rolling five-year return since 1974

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Annual total return for balanced portfolio of US taxable bonds since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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20-year annualized returns by asset class (2001-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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