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Home > Returns

Returns

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Investing prior to final rate hike has provided strong returns

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

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EM index drawdowns and next 12-month returns since 1991

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

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Expected real return on a 60/40 portfolio over the next 20 years

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

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The arbitrage fund seeks to achieve capital growth by engaging in merger arbitrage

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

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Asset class volatility/return trade-off - December 31, 2022

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

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Asset class volatility/return trade-off - December 31, 2021 expected 7-year return

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

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Volatility/return trade-off in June 2000

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

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Asset class volatility/return trade-off in June 2007

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

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2022 asset class returns

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

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S&P 500 annual returns by decade since 1930

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

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