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Performance of Various Styles Within Major Equity Regions (%)

Submitted by Your Personal CFO - Bourbon Financial Management on August 2nd, 2025

Returns

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The S&P 500 index has followed the path of earnings over time (1945-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on August 1st, 2025

Economy

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Asset Allocation Returns (%) (2009-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on August 1st, 2025

Returns

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Active Mutual Funds and ETFs Have Outperformed Their Median Passive Peers in Bonds But Not Stocks (%)

Submitted by Your Personal CFO - Bourbon Financial Management on July 31st, 2025

Returns

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30+ Years of Global Equity Returns By Region (%) (1991-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on July 31st, 2025

Returns

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Forward P/E ratio of Small-Cap Stocks relative to Large-Cap Stocks (1976-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on July 30th, 2025

Returns

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Individual Income Percentiles ($) (1964-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on July 30th, 2025

Economy

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Broad Real U.S. Dollar (1975-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on July 29th, 2025

Economy

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Bond Yields Sit At Levels Not Seen in Over a Decade (%) (2000-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on July 29th, 2025

Returns

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US Treasuries Entering 6th Year of 3rd Great Bond Bear Market of Past 240 Years (%) (1790-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on July 28th, 2025

Returns

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