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

Value Performance in Volatile Periods and following Volatile Periods

Submitted by Your Personal CFO - Bourbon Financial Management on February 3rd, 2026

Feb3-3.png

Average 12 Month Returns for the Russell 2000 During a Recovery Depending on Various Entry Points

Submitted by Your Personal CFO - Bourbon Financial Management on February 3rd, 2026

Feb3-1.png

Russell 2000 Calendar-Returns and Intra-Calendar-Year Largest Declines

Submitted by Your Personal CFO - Bourbon Financial Management on February 2nd, 2026

Feb2-3.png

Small-Caps Near Historic Low Versus Large-Caps

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

Jan30-3.png

Subsequent 6-Month and 1-Year Performance of Russell 2000 after a 25% Decline

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

Jan30-2.png

MSCI EAFE and MSCI USA relative performance

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

Jan29-3.png

Cliffwater Evergreen Private Equity Index vs MSCI ACWI Index

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

Jan29-1.png

Individual Evergreen Private Equity Fund Performance Compared to MSCI ACWI

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

Jan28-3.png

S&P 500 Index excluding best and worst days

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2026

Jan27-2.png

S&P 500 Dividend Yield vs. 10 Year Treasury Yield: 1900-2025

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2026

Jan27-1.png

Syndicate content