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Returns

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Performance of various asset classes in treasury bear markets (1973-12/31/2021)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Performance of various asset classes in US dollar bear markets (1973-12/31/2021)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Performance of various asset classes in equity bear markets (1973-12/31/2021)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Performance of various asset classes when real rates are negative (1973-12/31/2021)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Forward returns of recessionary vs. non-recessionary >20% corrections

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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S&P 500 total return by year (since 1970)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Best and worst rolling return period 2/91-4/16

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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MSCI USA index sector returns (%) - before and after bear markets

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Trailing 12-month return differential between US and non-US stocks since 2001

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Average annual real returns in years with above-median US inflation, 1990-2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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