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Home > Returns

Returns

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MSCI China Cumulative Price Return (1993–2025)

Submitted by Your Personal CFO - Bourbon Financial Management on August 28th, 2025

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Bloomberg US Aggregate Total Return by Year (Since 1977)

Submitted by Your Personal CFO - Bourbon Financial Management on August 28th, 2025

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AAII Bull Survey and Year-Ahead Stock Returns by Decile

Submitted by Your Personal CFO - Bourbon Financial Management on August 27th, 2025

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60/40 Portfolio Earnings and Yields

Submitted by Your Personal CFO - Bourbon Financial Management on August 24th, 2025

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Inflation and Taxes Have Had Significant Effect on CD Returns

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

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Past Performance vs Future Results in Equity Funds

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

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Active Fund Survival Rates by Morningstar Category

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

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Active Funds' Average Trailing 10 Year Returns and Fees

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

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Active Fund Success Rates by Category (1–20 Years)

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

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S&P 500 Annual Returns (%) (1926-2024)

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

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