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Home > Returns

Returns

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Value Underperformance Globally has Reached Historical Levels (Bloomberg Data 1975-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2021

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Outperformance of Growth over Value has Reached Record Levels (Bloomberg Data 1990-2020)

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

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Top 5 Stocks have Driven the Returns of the S&P 500 Year-to-Date (Bloomberg Data 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 3rd, 2021

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Return and Risk Premia for Key USD Assets (JPM Data 2020)

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

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Portfolios of "Top Dogs" Underperform the Market (Advisor Symposium 2019)

Submitted by Your Personal CFO - Bourbon Financial Management on February 22nd, 2021

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10 Largest Russell 1000 Companies (FactSet 2000-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on February 22nd, 2021

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Deja Vu All Over Again (FactSet 1996-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on February 20th, 2021

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Annual returns by asset class

Submitted by Your Personal CFO - Bourbon Financial Management on February 19th, 2021

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Fama/French total US market research index returns, July 1926 - December 2019

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2021

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Bloomberg Barclays US Aggregate Yield-to-Worst and CPI (Advisor Perspectives 1976-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on February 15th, 2021

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