Blog

Active Funds' Average Trailing 10 Year Returns and Fees

Submitted by Your Personal CFO - Bourbon Financial Management on August 22nd, 2025

Returns

Active Fund Success Rates by Category (1–20 Years)

Submitted by Your Personal CFO - Bourbon Financial Management on August 21st, 2025

Returns

European Value vs Growth Trailing P/E (1980 - 2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 21st, 2025

Valuation

S&P 500 Annual Returns (%) (1926-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 17th, 2025

Returns

Chart 8 17 am.png

Asset Class Returns by Decade (%) (1930s-2020s)

Submitted by Your Personal CFO - Bourbon Financial Management on August 16th, 2025

Returns

Chart 8 16 pm.png

The Buffett Valuation Metric: Largest 50 Stocks Market Cap to GDP (%) (1989-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 16th, 2025

Economy

Chart 8 16 am.png

S&P 500 Index Annual Total Returns (%) (1926-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 15th, 2025

Returns

Chart 8 15 pm.png

US vs. Rest of World Earnings Growth Since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on August 15th, 2025

Returns

Chart 8 15 am.png

S&P 500 Logarithmic w/ Bull and Bear Markets (1928-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 14th, 2025

Economy

Chart 8 14 pm.png

S&P 500 Trailing vs. Forward P/E Ratio (1929-2024)