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Home > Returns

Returns

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US 60/40 Equity/Bond Portfolio T10Y Returns

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2020

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10-year US Government Yields Hit Fresh All-Time Multi-Century Lows Overnight (Deutsche Bank 1786- 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2020

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Five biggest market declines and subsequent five-years periods

Submitted by Your Personal CFO - Bourbon Financial Management on October 7th, 2020

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Fund Flows: Mutual Funds and ETFs Cumulative since 2008

Submitted by Your Personal CFO - Bourbon Financial Management on October 2nd, 2020

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10-Year Nominal Total Return (AP Data 1900-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on October 1st, 2020

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Duration, magnitude and 1-Year return after trough (historical average)

Submitted by Your Personal CFO - Bourbon Financial Management on October 1st, 2020

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S&P 500 Index Performance After The First Presidential Debate (FactSet Data 1960-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on September 30th, 2020

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Major asset class performance 1999-2019

Submitted by Your Personal CFO - Bourbon Financial Management on September 29th, 2020

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Incumbent US Presidents to Lose Re-Election Since the Great Depression (Bloomberg Data 1929-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on September 29th, 2020

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Not All Bear Markets Lead to a Recession (FACTSET 1946-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on September 28th, 2020

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