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Home > Returns

Returns

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Investors need to manage equity sell-offs, regardless of their origin (%)

Submitted by Your Personal CFO - Bourbon Financial Management on July 23rd, 2025

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When stocks decline, Treasuries have provided attractive returns (%) (1929-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on July 22nd, 2025

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High quality core bonds may be able to deliver more attractive returns than equities (5-year annualized return)

Submitted by Your Personal CFO - Bourbon Financial Management on July 22nd, 2025

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S&P 500 Index Historical Risk & Return (1926-2024) Annualized Total Returns

Submitted by Your Personal CFO - Bourbon Financial Management on July 21st, 2025

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S&P 500 total returns since World War II

Submitted by Your Personal CFO - Bourbon Financial Management on July 20th, 2025

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$100k invested in 6-month CDs against inflation (1990-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on July 19th, 2025

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Private Equity vs. Public Market Performance

Submitted by Your Personal CFO - Bourbon Financial Management on July 19th, 2025

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Public Markets vs. Private Equity Performance (2000-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on July 18th, 2025

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Public Markets vs. Private Equity Performance

Submitted by Your Personal CFO - Bourbon Financial Management on July 18th, 2025

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25-Year Performance: Private Equity vs. Public Markets (2000-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on July 17th, 2025

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