us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Returns

us.jpg   fr.jpg

S&P 500 Annual Returns: 1928-2023

image008.png

Morningstar's 30-year asset-class return assumptions improved following 2022

image004.png

Actual vs. Reversed historical return sequence (1973-1993)

image003.png

U.S. Market Downturns, Recoveries, and Expansions since 1926

image002.png

Private real estate has produced favorable risk-adjusted returns

Picture62.png

S&P 500 calendar year total returns (%) (1999-2022)

Picture58.png

Returns for an equally-weighted mix of mainstream stocks, core bonds & diversifiers since 1975

Picture53.png

Interest income and reinvestment account for the largest portion of total return in bond funds since 1975

Picture48.png

1926-2021 rolling monthly returns

Picture47.png

Price return and total return for US aggregate bonds since 1999

Picture45.png

Syndicate content