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Home > Returns

Returns

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Benefits of diversification

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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Asset class total returns since 2011 (as of 6/30/23)

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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S&P 500 top 12 years, big up first half

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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S&P 500 annual return distribution : 1928-2022

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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U.S. equities versus international and emerging markets (1970-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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Annual returns of fixed-income asset classes represented by indices (as of 12/31/22) since 1998

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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Rolling three-year difference in returns: emerging markets vs. developed markets since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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Correlation of 5-year total return vs. starting yield to maturity for the Bloomberg U.S. Aggregate Bond Index

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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International stocks have been comparatively weak when the USD rises—and comparatively strong when it falls since 1975

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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The S&P 500 index has declined by 20% or more 11 times since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

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