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 > Blog

Blog

us.jpg   fr.jpg

20-year annualized returns by asset class (2001-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

247.png

The Dalbar study: 30 years of average equity fund investor vs. indexes (1/1/1992 - 12/31/2021)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

246.png

Five reactions to 10% inflation in 1979

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

244.png

Private equity: Assets under management, 2009-2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

243.png

Public markets have been considerably more volatile

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

242.png

Bloomberg municipal bond index yield to worst

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

241.png

Hypothetical AQR industry and dollar neutral all country value portfolio beginning in 1990

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

240.png

Performance cycles: Small cap vs. large cap since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

239.png

Performance cycles: Small cap value vs. all other small cap since 1963

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

238.png

EAFE vs. US returns since 1970

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

237.png

Syndicate content