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Home > Returns

Returns

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S&P 500 calendar year returns: 1928-2022

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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Negative returns for two consecutive years are rare but hefty since 1929

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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Asset class performance MTD, QTD, and YTD total return (%)

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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Portfolio average annual return from Dec 31, 1994, through Dec 31, 2019

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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Growth of $100 since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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CRSP 1-10 index returns by year since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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10-year annualized returns by asset class (2012-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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Historical markets drawdown and next 12-month rebound

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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Range of stock, bond, and blended total returns since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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60/40 annual return decomposition since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2023

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