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Home > Returns

Returns

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Correlation of Monthly Hypothetical Excess Returns : Russell 1000 Factor Indexes

Submitted by Your Personal CFO - Bourbon Financial Management on April 13th, 2018

Correlation of Monthly Hypothetical Excess Returns - Russell 1000 Factor Indexes.png

Managed Futures Correlation In Bull and Bear Markets Vs. S&P 500 Total Return Index Since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Managed Futures Correlation In Bull and Bear Markets Vs. S&P 500 Total Return Index Since 2000.png

Recent Performance of Managed Futures and Equities and Their Correlation Since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Recent Performance of Managed Futures and Equities and Their Correlation Since 2000.png

20-Year Annualized Returns by Asset-Class Since 1998

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

20-Year Annualized Returns by Asset-Class Since 1998.png

Range of Stock, Bond and Blended Total Returns

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Range of Stock, Bond and Blended Total Returns.png

Performance of Differently Balanced Portfolios Since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Performance of Differently Balanced Portfolios Since 2003.png

S&P 500 Composite Declines From All-Time Highs Since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

S&P 500 Composite Declines From All-Time Highs Since 1926.png

S&P 500 Intra-Year Declines Vs. Calendar Year Returns Since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

S&P 500 Intra-Year Declines Vs. Calendar Year Returns Since 1980.png

Fund Investors’ Returns Fall Short of the Market

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Fund Investors’ Returns Fall Short of the Market.png

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