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Home > Returns

Returns

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S&P 500 value vs. growth compared to sector performance since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

S&P 500 value vs. growth compared to sector performance since 1990.png

Relative performance of value and growth: U.S. equity since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of value and growth; U.S. equity.png

Relative performance of U.S. equity and U.S. bonds since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of U.S. equity and U.S. bonds since 1980.png

Relative performance of U.S. equity and non-U.S. equity since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of U.S. equity and non-U.S. equity since 1980.png

Relative performance of large-cap and small-cap U.S. equity since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of large-cap and small-cap U.S. equity since 1980.png

Relative performance of developed and emerging-market equity since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of developed and emerging-market equity since 1980.png

Relative performance of cheapest quintile of P/B vs. highest (1960-1989 vs. 1990-2018)

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Relative performance of cheapest quintile of PtoB vs. highest (1960-1989 vs. 1990-2018).png

Portfolio returns vs. 20-year annualized returns of various asset classes

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Portfolio returns vs. 20-year annualized returns of various asset classes.png

Performance comparison of endowments and a traditional 60/40 portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Performance comparison of endowments and a traditional 60-40 portolio.png

Non-rebalanced 60/40 portfolios exhibited risks similar to that of a rebalanced 80/20 portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on October 16th, 2019

Non-rebalanced 60-40 portfolios exhibited risks similar to that of a rebalanced 80-20 portfolio.png

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