Home > Returns

Returns

us.jpg   fr.jpg

S&P 500: Max Intra-Year Drawdowns vs. End of Year Total Returns (1950-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2025

141.png

Performance Cycle Details: Small Cap Value vs All Other Small Cap (1963-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2025

chart 6 23 am.png

R2000V Forward P/E Ratio vs R2000V Forward P/E Ratio Divided By R2000G Forward PE Ratio (2004-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 22nd, 2025

chart 6 22 pm.png

Subsequent 6-Montha & 1-Year Performance of Russell 2000 after 25% decline (1980-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on June 22nd, 2025

139.png

Performance Cycle Details: Small Cap vs Large Cap (1926-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 22nd, 2025

chart 6 22 am.png

Russell 2000 Drawdowns of 15% or Greater

Submitted by Your Personal CFO - Bourbon Financial Management on June 21st, 2025

138.png

Russell 2000 Index vs Russell 1000 Index: Valuation Trends (1997-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 21st, 2025

Chart 6 21 pm.png

Russell 1000 Growth Index vs Russell 2000 Value Index (1997-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 21st, 2025

Chart 6 21 am.png

Trailing 12-month & 60-month return differentials between U.S. & non-U.S. stocks (1970-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 20th, 2025

136.png

Bear Markets: How Deep is Your Loss?

Submitted by Your Personal CFO - Bourbon Financial Management on June 20th, 2025

135.png

Syndicate content