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Returns

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Asset class returns (Bloomberg 2010-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 20th, 2024

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Monthly returns for US-based investors since 1995

Submitted by Your Personal CFO - Bourbon Financial Management on September 20th, 2024

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YTD BTC Returns (2011-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 20th, 2024

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Bonds Have Outperformed in Low ERP Periods

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2024

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Value Has Flourished In Low ERP Periods

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2024

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Hedge Fund 5-Year Returns

Submitted by Your Personal CFO - Bourbon Financial Management on August 12th, 2024

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Risk vs. Return 2000-2023

Submitted by Your Personal CFO - Bourbon Financial Management on August 12th, 2024

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Performance dispersion between real estate regions and other asset classes

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

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Rolling 10-year Real US Stock Return

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

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Average U.S. REITs 12-month forward returns following end of fed rate hiking

Submitted by Your Personal CFO - Bourbon Financial Management on August 6th, 2024

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