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Home > Valuation

Valuation

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U.S. Equity Correlation and Dispersion Since 1997

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

U.S. Equity Correlation and Dispersion Since 1997.png

Percentage of Time in Which U.S. Active Funds Outperformed over 5 Years, Since 1997

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

Percentage of Time in Which U.S. Active Funds Outperformed over 5 Years, Since 1997.png

Percentage of Time in Which U.S. Active Funds Outperformed over 10 Years, Since 1997

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

Percentage of Time in Which U.S. Active Funds Outperformed over 10 Years, Since 1997.png

Percentage of Time Periods in Which Actively Managed Open-End U.S. Funds Outperformed S&P 500 Index Since 1997

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

Percentage of Time Periods in Which Actively Managed Open-End U.S. Funds Outperformed S&P 500 Index Since 1997.png

Equity vs. Bond Fund Flows Since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on December 8th, 2017

Equity vs. Bond Fund Flows Since 1990.png

Optimal Portfolios Comparison: 2018 vs. 2017 and 2008 Assumptions

Submitted by Your Personal CFO - Bourbon Financial Management on December 1st, 2017

Optimal Portfolios Comparison - 2018 vs 2017 and 2008 Assumptions.png

Annual Returns Across Portfolio Allocations Since 1900

Submitted by Your Personal CFO - Bourbon Financial Management on November 17th, 2017

Annual Returns Across Portfolio Allocations Since 1900.png

Different Asset Classes Yields in Last 20 Years

Submitted by Your Personal CFO - Bourbon Financial Management on November 10th, 2017

Different Asset Classes Yields in Last 20 Years.png

U.S. Equity Returns and Volatilities Since 1801

Submitted by Your Personal CFO - Bourbon Financial Management on November 10th, 2017

U.S. Equity Returns and Volatilities Since 1801.png

U.S. 60/40 Portfolio 10-Year Rolling Real Return Since 1952

Submitted by Your Personal CFO - Bourbon Financial Management on November 10th, 2017

U.S. 60 40 Portfolio 10-Year Rolling Real Return Since 1952.png

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