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Home > Returns

Returns

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Historical 60/40 returns: January 1926-September 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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January 1, 2002-December 31, 2021, annualized returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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60/40 portfolio annual worst YTD return in past 100 years

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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3-year annualized stock vs. bond total returns since 1984

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Long-term government bond returns, rolling 10-year annualized %

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Quarterly US publicly traded REITs performance since 2006

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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USD and EUR stock-bond frontiers and 60/40 portfolios based on 2023 vs. 2022 LTCMAs for risk and return (%)

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Growth of $1 invested from 12/31/1999-12/31/2009

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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MSCI emerging markets less S&P 500 index since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Distribution of historical stock and bond returns since 1876

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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