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Home > Returns

Returns

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Correlations with S&P 500 and Q1 2020 Returns

Submitted by Your Personal CFO - Bourbon Financial Management on July 22nd, 2020

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Active Manager Outperformance in International Small Caps 1995-2020

Submitted by Your Personal CFO - Bourbon Financial Management on July 22nd, 2020

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Stock market overvalued versus income

Submitted by Your Personal CFO - Bourbon Financial Management on July 21st, 2020

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The Consistency of the small Cap Premium 1995-2020

Submitted by Your Personal CFO - Bourbon Financial Management on July 20th, 2020

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Near record valuation for Ba-rated debt relative to Baa

Submitted by Your Personal CFO - Bourbon Financial Management on July 20th, 2020

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Annualized Return 2020

Submitted by Your Personal CFO - Bourbon Financial Management on July 20th, 2020

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S&P 500 Value vs Growth: Price Performance 1975-2020

Submitted by Your Personal CFO - Bourbon Financial Management on July 18th, 2020

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Missing the Market's Best Days Has Been Costly 1990-2019

Submitted by Your Personal CFO - Bourbon Financial Management on July 18th, 2020

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Morningstar High Yield Category Returns vs. High Yield Spreads (1997-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on July 17th, 2020

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Annual Returns of Value and Growth U.S Equity Categories 1990-2019

Submitted by Your Personal CFO - Bourbon Financial Management on July 17th, 2020

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