Home > Returns

Returns

us.jpg   fr.jpg

On Average, Stock Market Downturns are Positive for Bonds

Submitted by Your Personal CFO - Bourbon Financial Management on July 9th, 2025

177.png

S&P 500 posts 3rd biggest one-day gain since WWII

Submitted by Your Personal CFO - Bourbon Financial Management on July 9th, 2025

176.png

50 Years of S&P 500 Corrections (1975-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on July 8th, 2025

174.png

International Market Offer a Premium Relative to Bonds (2003-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on July 4th, 2025

166.png

US Stock Valuation Premium Remains Elevated Relative to International (1970-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on July 3rd, 2025

164.png

Europe vs. Magnificent Seven Market Capitalization (2004-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 30th, 2025

157.png

Small-Caps Near Historic Low Versus Large-Caps (%) (1988-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 30th, 2025

chart 6 30 am.png

S&P 500 Annual Returns: 1926-2024

Submitted by Your Personal CFO - Bourbon Financial Management on June 30th, 2025

156.png

Rolling Three-Year US Long-Term Nominal (Before Inflation) Bond Total Returns (%) (1802-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on June 29th, 2025

chart 6 29 pm.png

Inflation and Taxes have had a significantly Negative Effect on CD Returns (2005-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 29th, 2025

155.png

Syndicate content