Home > Returns

Returns

us.jpg   fr.jpg

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

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

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

Jan26-1.png

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

Jan23-1.png

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

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

Jan22-33.png

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

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

Jan21-2.png

Morningstar US Fixed-Income Index Returns

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

Jan21-1.png

Annualized S&P 500 Return by Decade

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

Jan19-2.png

Syndicate content