us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Returns

Returns

us.jpg   fr.jpg

Diversified portfolio and S&P 500 index returns since 1999

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

273.png

Historical risk and return comparison since 1991

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

274.png

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

270.png

S&P 500 quarterly total returns since 1971

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

268.png

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

267.png

S&P 500 index performance during recessions since 1945

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

263.png

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

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

255.png

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

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

254.png

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

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

247.png

Bloomberg municipal bond index yield to worst

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

241.png

Syndicate content