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Home > Returns

Returns

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Quarterly US publicly traded REITs performance since 2006

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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USD and EUR stock-bond frontiers and 60/40 portfolios based on 2023 vs. 2022 LTCMAs for risk and return (%)

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Growth of $1 invested from 12/31/1999-12/31/2009

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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MSCI emerging markets less S&P 500 index since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Distribution of historical stock and bond returns since 1876

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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10-year nominal total return since 1900

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Growth of $10K invested January 1, 1980

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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S&P 500 rolling returns: 1926-2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

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2012 return projections of 17 Wall Street firms, versus actual subsequent 10-year returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2023

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