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Home > Returns

Returns

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Annual total return performance of the S&P 500 and US 10-year treasury since 1872

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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Stocks vs. corporate bonds since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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Total real return on US stocks over the very long term since 1830

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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Long term return on stocks and other assets since 1802

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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Two more recent examples where stock performance was disappointing over a thirty-year interval

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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Nominal total return and deflated price return on US stocks since 1929

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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S&P CoreLogic Case-Shiller US national home price index since 1987

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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S&P 500, US 10-year treasury, and 60/40 portfolio total returns since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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Experts' 10-year forecasts for long-term asset-class returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2023

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Periods of negative or low real returns on equities and of negative equity premia since 1900

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

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