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Home > Returns

Returns

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Cliffwater Evergreen Private Equity Index vs MSCI ACWI Index

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

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Individual Evergreen Private Equity Fund Performance Compared to MSCI ACWI

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

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S&P 500 Index excluding best and worst days

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

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

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

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S&P 500 Real Return Decomposition: Backward-Expanding Averages

Submitted by Your Personal CFO - Bourbon Financial Management on January 26th, 2026

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The S&P 500 outperformed the State Street private markets index on all time horizons

Submitted by Your Personal CFO - Bourbon Financial Management on January 23rd, 2026

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Bloomberg U.S. Aggregate Annual Total Return & Intra-Year Max Drawdown

Submitted by Your Personal CFO - Bourbon Financial Management on January 22nd, 2026

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S&P 500 prices have followed the path of earnings over time

Submitted by Your Personal CFO - Bourbon Financial Management on January 21st, 2026

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Morningstar US Fixed-Income Index Returns

Submitted by Your Personal CFO - Bourbon Financial Management on January 21st, 2026

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Annualized S&P 500 Return by Decade

Submitted by Your Personal CFO - Bourbon Financial Management on January 19th, 2026

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