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Home > Returns

Returns

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US Long Term Bond Yield 1938-1963

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

US Long Term Bond Yield 1938-1963.png

Since 1972, Return on US Equities has Outperformed that of International Equities More Often

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Since 1972, Return on US Equities has Outperformed that of International Equities More Often.png

Rising Yields Have Historically Been Associated with Outperformance of the Russell 1000 Value Index Since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Rising Yields Have Historically Been Associated with Outperformance of the Russll 1000 Value Index Since 2002.png

Mean Wealth for Different Risks in Select Portfolios

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Mean Wealth for Different Risks in Select Portfolios.png

Long Term Returns Have Declined Since 1954

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Long Term Returns Have Declined Since 1954.png

Hypothetical Performance During the 10 Largest Drawdowns for a US 60/40 Portfolio (1900-2014)

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Hypothetical Performance During the 10 Largest Drawdowns for a US 60-40 Portfolio.png

Expected and Realized Real Return of a U.S. 60-40 Portfolio from 1900-2016

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Expected and Realized Real Return of a U.S. 60-40 Portfolio from 1900-2016.png

Duration-Sensitive Allocations are made Risky by Low Yields and Rising Interest Rates

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Duration-Sensitive Allocations are made Risky by Low Yields and Rising Interest Rates.png

Cumulative Relative Performance of the MSCI EAFE Index Against the S&P 500 Since 1971

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

Cumulative Relative Performance of the MSCI EAFE Index Against the S&P 500 Since 1971.png

Three-Year Correlation to Stocks and Bonds for Various Asset Types

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

3-Year Correlations to Stocks and Bonds.png

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