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    

Returns

us.jpg   fr.jpg

Fees have a Huge Impact on the Returns of Actively Managed funds, Most Funds Underperform their Benchmarks as a Result

Screen Shot 2016-06-17 at 10.33.20 AM.png

Even the most successful funds in the past decade have multiple years of underperformance

87d62abb-da85-406e-b6b8-221f0a8d6357.png

Small Cap Stocks with Positive Earnings are Finally Outperforming

Russell 2000 Average Annualized Return by EBIT.png

Hedged Global Outperforms US Bonds when US Rates Have Risen

image3.JPG

Moody's Baa Corporate Bond Yeild

MoodysBAA.png

Bank of America Merrill Lynch US High Yield Option Spread

BofA.png

3 Month LIBOR based on US Dollar

3monthLIBOR.png

1 Month LIBOR based on US Dollar

1MonthLIBOR.png

Five-Year Past Performance Does Not Predict Future Performance

Five-Year Past Performance Does Not Predict Future Performance.png

First Quarter-Last One Year-Last 10 Year Returns

First Quarter-Last One Year-Last 10 Year Returns.png

Syndicate content