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    

Home > Returns

Returns

us.jpg   fr.jpg

Annual Investor Return Gaps by US Category Group and Investment Type (10 Years Ended Dec. 31, 2024)

Submitted by Your Personal CFO - Bourbon Financial Management on March 14th, 2026

image39.png

Do Current Profit Margins Justify The High Forward

Submitted by Your Personal CFO - Bourbon Financial Management on March 13th, 2026

image34.png

Rolling 3-Year S&P 600 (Small Cap) Returns minus Rolling 3-Year S&P 500 (Large Cap) Returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2026

image26.png

Growth of $2000 Invested Annually in the S&P 500 from 2005-2024

Submitted by Your Personal CFO - Bourbon Financial Management on March 10th, 2026

image25.png

Historical Active Equity Funds' Success Rate (%)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2026

image23.png

US Equity index P/E valuations vs. history

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2026

image22.png

60/40 can have long periods of weak returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 8th, 2026

image21.png

Bloomberg U.S. TIPS Index Return Distribution (Starting Yields Between 1.5%-2.5%)

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2026

image17.png

Time in the Market!

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2026

image15.png

Evergreen Private Equity Fund Performance Dispersion

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2026

image14.png

Syndicate content