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info@bourbonfm.com
(+1) 312 909 6539

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Returns

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Few Funds Avoided Three Consecutive Years of Unperformance

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Annual Expected Returns in Selected Currencies

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Annual Expected Returns in Selected Markets

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Investing Styles

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Even Successful Funds had Multiple Periods of Unperformance

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A Small Portion of Active Funds Survived and Outperformed over 15 years

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Percentage of Funds Outperforming Their Benchmark After Applying Lower Hypothetical Expense Ratios

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Percentage of Actively Managed Funds That Have Outperformed Their Benchmarks

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Superior Returns with Less Volatility

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S&P 500 Distribution of Annual Returns (Price Only)

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