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Home > Returns

Returns

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Growth and value: Forward vs. trailing returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Asset class performance in different dollar environments since 1974

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Investing at the end of a downturn has been more rewarding in HY than equities since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Rolling 3-year average annual return for bonds since 1926 and bonds following a 3 year period in which they lost money

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Earnings explained nearly 50% of market returns pre-GFC, but only 23% of post-GFC returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Annualized nominal returns and standard deviation 1973 - Q2 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Treasury yields and subsequent fixed income performance since 1975

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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S&P 500 returns around a recession

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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S&P 500 index average year-to-date return (1931-present)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Ten-year rolling returns since 1989

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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