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

Distribution of excess lifetime returns on individual stocks vs. Russell 3000, 1980-2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

6.png

US national home price changes (1891-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

1.png

Average annual returns at different inflation rates (1970-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

838.png

Funds in the Morningstar core and core-plus categories have offered strong risk-adjusted returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

834.png

Average annual stock market returns (1940-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

813.png

Correlation between S&P 500 return and 10-year treasury yield

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

801.png

US large-cap domestic funds annual returns vs. the S&P 500, 1996-2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

791.png

US and global ex-US equities, rolling 10-year returns, 1971-2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

782.png

Syndicate content