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Home > Returns

Returns

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S&P 500 worst years since 1930

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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The Dow Jones Industrial Average: 1914-1939

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Subsequent three-year performance (through 2022) of funds originally ranked in top quartile for three years ended 2019

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Time in the market, not timing the market (1988-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Hedge fund manager dispersion

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Public and private manager dispersion

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Real returns of CDs accounting for inflation & taxes since 1999

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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S&P 500 – bear market comps

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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Benefits of diversification

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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Asset class total returns since 2011 (as of 6/30/23)

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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