Returns

Expected Returns by Asset Class: Past 5 Years vs. Next 5 Years

Submitted by Your Personal CFO - Bourbon Financial Management on May 2nd, 2025

Returns

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Relative Performance of U.S. Equities vs. Global Equities (1969–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on May 2nd, 2025

Returns

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S&P 500 and U.S. Bond Index Correlation (1976–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on April 29th, 2025

Returns

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Yield Comparison (2013–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on April 28th, 2025

Returns

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Time heals all wounds

Submitted by Your Personal CFO - Bourbon Financial Management on April 27th, 2025

Returns

Distribution of returns from investing in S&P 500 after 15% drawdown

Submitted by Your Personal CFO - Bourbon Financial Management on April 26th, 2025

Returns

Capital Market Returns by Asset Class (1926–2024)

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

Returns

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2024 Asset Class Returns & Long-Term Forecast

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

Returns

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Long-Term Returns on U.S. Assets (1926–2024)

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

Returns

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U.S. Equity Returns by Prior-Year Performance (1950–2024)