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Returns

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10 Year S&P 500 Returns Since 1959

Submitted by Your Personal CFO - Bourbon Financial Management on June 19th, 2024

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MSCI USA Index Minus MSCI World Ex-USA Index (3-Year Rolling Returns) Since 1972

Submitted by Your Personal CFO - Bourbon Financial Management on June 18th, 2024

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Average Total Returns Following End of Fed Rate Hikes Cycles

Submitted by Your Personal CFO - Bourbon Financial Management on June 17th, 2024

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Sovereign Bond - Total Return Drawdown Since 1750

Submitted by Your Personal CFO - Bourbon Financial Management on June 17th, 2024

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Total Real Return Indexes Since 1802

Submitted by Your Personal CFO - Bourbon Financial Management on June 14th, 2024

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Historically correlated with 5 year forward return since 1976

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

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S&P 500 Index Historical Risk & Return since 1926

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

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Difference in returns between average advisor fixed income portfolio* and cash

Submitted by Your Personal CFO - Bourbon Financial Management on June 5th, 2024

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S&P Best & Worst Returns: 1926-2022

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

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S&P 500 Annual Returns & Drawdowns: 1928-2023

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

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