Home > Returns

Returns

us.jpg   fr.jpg

60/40 Real Return Drawdowns Cluster in High-Inflation Regimes (Shiller Data 1900-2026)

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

Active Fixed Income Managers Outperform Their Passive Peers (J.P. Morgan)

Submitted by Your Personal CFO - Bourbon Financial Management on June 30th, 2026

Blog(8).png

Active Fixed Income Managers Outperform Their Passive Peers (J.P. Morgan)

Submitted by Your Personal CFO - Bourbon Financial Management on June 30th, 2026

Blog(8).png

Best, Worst, and Average Rolling 18-Year Periods (Barclays Capital 1983-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on June 30th, 2026

Blog(7).png

Historical Rolling Best and Worst Annualized Total Returns (Creative Planning 1928-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on June 29th, 2026

Blog(5).png

Volatility In Stocks Is Normal (Ritholtz 1928-Present)

Submitted by Your Personal CFO - Bourbon Financial Management on June 28th, 2026

Blog (1).png

Range of stock, bond and blended total returns

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2026

image_100.png

The nominal returns of a 60/40 had struggled to keep up with inflation in recent years

Submitted by Your Personal CFO - Bourbon Financial Management on June 22nd, 2026

image_098.png

S&P500 Value vs Growth: Relative Total Return

Submitted by Your Personal CFO - Bourbon Financial Management on June 21st, 2026

image_096.png

Bloomberg US Aggregate Bond Index Yield to Worst (YTW) and Rolling 10-Year Returns

Submitted by Your Personal CFO - Bourbon Financial Management on June 18th, 2026

image_085.png

Syndicate content