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Home > Returns

Returns

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Returns and drawdowns since 1928

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

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Bloomberg US aggregate annual total return vs. intra-year max drawdown since 1976

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

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Total nominal return in US stocks & bonds, for each year since 1871

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

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Total nominal return in US stocks & bonds, for each year since 1871

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

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2022 return vs. previous worst-performing 12-mo period since 1842

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

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Annual total returns: S&P 500 vs. 10-yr US treasury bonds since 1878

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

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Elevated yields suggest attractive five-year forward returns

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

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Higher expense ratios were associated with lower excess returns for US funds

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

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FAMA/French total US market research index returns, July 1, 1926-December 31, 2021

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

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S&P 500 index total returns in USD, January 1926-September 2022

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

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