Home > Returns

Returns

us.jpg   fr.jpg

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

Picture37.png

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

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

Picture36.png

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

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

Picture35.png

Investing at current yields has provided attractive returns

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

Picture27.png

Investing prior to final rate hike has provided strong returns

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

Picture26.png

EM index drawdowns and next 12-month returns since 1991

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

Picture23.png

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

Picture13.png

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

Picture12.png

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

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

Picture10.png

Asset class volatility/return trade-off - December 31, 2021 expected 7-year return

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

Picture9.png

Syndicate content