Blog

2024 Asset Class Returns & Long-Term Forecast

Submitted by Your Personal CFO - Bourbon Financial Management on April 25th, 2025

Returns

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Long-Term Returns on U.S. Assets (1926–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on April 24th, 2025

Returns

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U.S. Equity Returns by Prior-Year Performance (1950–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on April 24th, 2025

Returns

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10-Year Yield Changes After Fed Rate Cuts (1963–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2025

Economy

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Major Currency Returns vs. USD (2024)

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2025

Economy

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Share of Top 5 S&P 500 Stocks (1964–2024)

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

Valuation

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Yields vs. 10-Year Returns by Sector

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

Returns

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U.S. Treasury Yields (1800–2024)

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

Economy

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Small Caps vs. Large Caps (1938–2024)

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

Returns

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Realized Return by investing in S&P 500 after a 15% drawdown (1950-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on April 20th, 2025

Returns

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