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Home > Returns

Returns

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Mortality and distribution of 10-year annualized excess returns for surviving active large-blend funds

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Annual total return performance of the S&P 500 and 10-year US treasury since 1872

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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US fixed income total returns (YTD as of December 31, 2022)

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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US 10-year treasury total return index % change annualized since 1787

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Investing at current yields has provided attractive returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Investing prior to final rate hike has provided strong returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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EM index drawdowns and next 12-month returns since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Expected real return on a 60/40 portfolio over the next 20 years

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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The arbitrage fund seeks to achieve capital growth by engaging in merger arbitrage

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Asset class volatility/return trade-off - December 31, 2022

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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