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Home > Returns

Returns

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US aggregate yield and forward returns since 1976

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Investments work, investors don't

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Equity returns during rising interest rate environments since 1977

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Stocks and bonds experiencing similar declines in 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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5-year value-growth return differential recently touched historic lows since 1979

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Forward 10-year real returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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60/40 prospective returns are near historic lows since 1900

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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60/40 portfolio: S&P 500/US 10-year treasury (total returns, 1928-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Different total return price % off high of various ETF's

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Stocks can shift between value and growth classifications

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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