us.jpg fr.jpg

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

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Returns

Returns

us.jpg   fr.jpg

Rolling 3-year average annual return for bonds since 1926 and bonds following a 3 year period in which they lost money

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

213.png

Earnings explained nearly 50% of market returns pre-GFC, but only 23% of post-GFC returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

203.png

Annualized nominal returns and standard deviation 1973 - Q2 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

198.png

Treasury yields and subsequent fixed income performance since 1975

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

189.png

S&P 500 returns around a recession

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

187.png

S&P 500 index average year-to-date return (1931-present)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

183.png

Ten-year rolling returns since 1989

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

177.png

Bond returns provide balance in past sock market corrections: 2000-present

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

172.png

Annualized returns of US stock market from 1928 through 2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

170.png

MSCI EAFE and MSCI USA relative performance since 1971

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

165.png

Syndicate content