Returns

MSCI EAFE Small Cap & MSCI EAFE Large Cap Cumulative Returns (Morningstar 2001-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 11th, 2024

Returns

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International Small vs Large Rolling 5-Year Excess Returns (Morningstar 2005-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 10th, 2024

Returns

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20-year manager return dispersion and growth of capital (Morningstar)

Submitted by Your Personal CFO - Bourbon Financial Management on October 10th, 2024

Returns

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Correlation of Returns and Holding Time of Assets

Submitted by Your Personal CFO - Bourbon Financial Management on October 9th, 2024

Returns

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MSCI ACWI returns (MSCI 1984-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on October 8th, 2024

Returns

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Relative Periods of Outperformance US vs International Equities (MSCI 1984-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on October 7th, 2024

Returns

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Rolling 10-year US Stock Returns (1914-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on October 7th, 2024

Returns

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Average Dow % Change in Year Before Election (Bloomberg)

Submitted by Your Personal CFO - Bourbon Financial Management on October 4th, 2024

Returns

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S&P 500 Total Returns in Year 1 and Following Year Total Returns (NYU 1928-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on October 3rd, 2024

Returns

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S&P 500 Total Annual Returns (NYU 1928-2022)