Home > Returns

Returns

us.jpg   fr.jpg

S&P 500 Bear Markets (1929-Present)

Submitted by Your Personal CFO - Bourbon Financial Management on June 25th, 2025

146.png

Average Annualized Monthly Total Returns (%) (1997-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2025

chart 6 24 pm.png

Sequence of Returns Risk

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2025

144.png

Consensus S&P 500 Estimates vs Actual Returns (2018-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2025

chart 6 24 am.png

Historical Stock and Bond Return Ranges

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2025

143.png

Russell 2000 Value Index vs Russell 2000 Growth Index: Valuation Trends (1997-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2025

chart 6 23 pm.png

Performance Cycle Details: Small Cap Value vs All Other Small Cap (1963-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2025

chart 6 23 am.png

S&P 500: Max Intra-Year Drawdowns vs. End of Year Total Returns (1950-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2025

141.png

R2000V Forward P/E Ratio vs R2000V Forward P/E Ratio Divided By R2000G Forward PE Ratio (2004-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 22nd, 2025

chart 6 22 pm.png

Performance Cycle Details: Small Cap vs Large Cap (1926-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 22nd, 2025

chart 6 22 am.png

Syndicate content