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Returns

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An international perspective on historical returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 29th, 2023

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Expected equity returns sorted from lowest to highest

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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Annualized real USD returns and risk premiums (%) for the world ex-USA, 1900-2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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Annualized real returns and risk premiums (%) for the USA, 1900-2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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Impact of being out of the market

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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Range of stock, bond, and blended total returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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Comparison of claim age based on an individual's expected rate of return and longevity

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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Small increases in returns, big impact on college funds

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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Index funds' annualized return advantage versus low-cost active funds, February 2008-January 2023

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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Annualized returns over different time frames of long bonds, 5-year treasuries, and 1-month T-bills

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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