us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Returns

Returns

us.jpg   fr.jpg

S&P 500 top 12 years, big up first half

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

image065.png

S&P 500 annual return distribution : 1928-2022

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

image063.png

U.S. equities versus international and emerging markets (1970-2022)

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

image061.png

Annual returns of fixed-income asset classes represented by indices (as of 12/31/22) since 1998

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

image059.png

Rolling three-year difference in returns: emerging markets vs. developed markets since 1990

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

image054.png

Correlation of 5-year total return vs. starting yield to maturity for the Bloomberg U.S. Aggregate Bond Index

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

image051.png

International stocks have been comparatively weak when the USD rises—and comparatively strong when it falls since 1975

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

image050.png

The S&P 500 index has declined by 20% or more 11 times since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

image049.png

When the S&P 500 is down 25% or worse since 1950

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

image047.png

Total return of select large ETFs since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

image046.png

Syndicate content