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Home > Returns

Returns

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Average Excess Annual Returns 2008-2016

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2017

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EM Outperforms EAFE 66% of Periods with Similar Premiums

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2017

EM vs EAFE Rolling 3-Yr Returns.png

Historical Correlation to U.S. Stocks by Asset Type

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2017

Correlation to US Stocks.png

Active Fund Beat Rates by Category

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2017

Beat Rates Before+After Taxes_Morningstar.png

Average Beat Rates Trend Downward Since 2008

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2017

Beat Rates Before+After Taxes.png

Major Pullbacks of S&P 500 and Volatility Index Surges

Submitted by Your Personal CFO - Bourbon Financial Management on November 11th, 2016

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How Active Funds Performed Against Passive Funds

Submitted by Your Personal CFO - Bourbon Financial Management on November 11th, 2016

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S&P 500 Earnings Yield vs Subsequent 10-Year Real Return

Submitted by Your Personal CFO - Bourbon Financial Management on November 11th, 2016

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Global Negative Rates Make US Sovereign Debt Attractive

Submitted by Your Personal CFO - Bourbon Financial Management on November 11th, 2016

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Long-Term Real Returns vs Volatility Forecasts

Submitted by Your Personal CFO - Bourbon Financial Management on November 11th, 2016

LT_Real_Return_vs_Volatility.png

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