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Home > Returns

Returns

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20-year annualized returns by asset class (2002-2021)

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

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Bloomberg US aggregate intra-year declines vs. calendar year returns since 1976

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

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Percentage of time with negative total returns

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

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Long-term performance of global private equity vs. public markets

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

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S&P 500: 1926-2020

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

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10-year nominal total return since 1900

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

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Bond performance 12 months following first Fed hike since 1994

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

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Fixed income has generated positive returns across market environments since 1978

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

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Historically investors have generated strong returns following yield peaks since 1990

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

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