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Home > Returns

Returns

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Comparing Major World Indexes (2009-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on June 6th, 2021

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Five-Year Historical Returns S&P 500 Index vs. MSCI Emerging Markets Index (Morningstar 1993-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 3rd, 2021

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A Tumultuous but Ultimately Positive Year for Stocks and Risk Assets (Morningstar 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2021

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S&P 500 and Russell 1000 Growth Indexes Have Considerable Overlap (BofA 1986-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on May 31st, 2021

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S&P 500 10-Year & 20-Year Total Returns (Morningstar 1960-2010)

Submitted by Your Personal CFO - Bourbon Financial Management on May 30th, 2021

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Bloomberg Barclays U.S Corporate Bond Index Yield-To-Duration Ratio (Bloomberg Data 1997-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on May 29th, 2021

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Average Annual Returns (Barclay Hedge Fund Indices 2011-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on May 28th, 2021

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The Historical Tug of War Between Growth and Value (Bloomberg Data 1974-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on May 27th, 2021

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Growth and Value Comparison (MSCI 1984-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on May 26th, 2021

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Average Cumulative S&P 500 Total Returns (FactSet 1988-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on May 25th, 2021

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