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Home > Returns

Returns

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Historical Annual Return (Source: Morningstar Direct Data)

Submitted by Your Personal CFO - Bourbon Financial Management on August 6th, 2021

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The high cost of investor behavior 1984-2020 (Source: Russell Investor Group)

Submitted by Your Personal CFO - Bourbon Financial Management on August 1st, 2021

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Tight credit spreads show the need for selectivity (Source: Capital Group)

Submitted by Your Personal CFO - Bourbon Financial Management on July 31st, 2021

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Two-year total returns: Bloomberg Barclays US aggregate index since 1993

Submitted by Your Personal CFO - Bourbon Financial Management on July 29th, 2021

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Private equity index has exhibited lower volatility than public equity index since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on July 27th, 2021

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PE index historically outpaces stock market index in all market cycles (2002-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on July 26th, 2021

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Private equity index vs. public market indices since 1989

Submitted by Your Personal CFO - Bourbon Financial Management on July 25th, 2021

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S&P 500 vs. Russell 2000 (DoubleLine 1980-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on July 14th, 2021

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S&P 500 Price Index (FactSet 1996-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on July 12th, 2021

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