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Distribution of Active Equity Funds by Total Calendar Years of Underperformance

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Distribution of Active Equity Funds by Total Calendar Years of Underperformance.png

Percentage of Underperforming Actively Managed Funds U.S. V.s International

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Percentage of Underperforming Actively Managed Funds U.S. V.s International.png

Annual Performance Rankings for Selected Sub-Asset Classes Since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Annual Performance Rankings for Selected Sub-Asset Classes Since 1980.png

Median Monthly Returns and Volatility During Bottom Decile U.S. Equity Periods Since 1988

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Median Monthly Returns and Volatility During Bottom Decile U.S. Equity Periods Since 1988.png

Average Annualized Change in Portfolio Volatility When Including Non-U.S. Stocks in U.S. Portfolios Since 1970

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Average Annualized Change in Portfolio Volatility When Including Non-U.S. Stocks in U.S..png

Nominal and Real (Inflation Adjusted) Returns for T-Bills, Bonds, and Stocks

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Nominal and Real (Inflation Adjusted) Returns for T-Bills, Bonds, and Stocks.png

Probability of Achieving Real Return Objectives and Downside Risk of Negative Return

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Probability of Achieving Real Return Objectives and Downside Risk of Negative Return.png

Asset Allocation and Respective Annual Returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Asset Allocation and Respective Annual Returns.png

Role of Asset Allocation Policy in Return Variation of Balanced Funds U.S. Vs. International

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Role of Asset Allocation Policy in Return Variation of Balanced Funds U.S. Vs. International.png

Regression of CAPE Vs. Subsequent 10-Year Stock Market Returns for 12 Countries

Submitted by Your Personal CFO - Bourbon Financial Management on March 30th, 2018

Regression of CAPE Vs. Subsequent 10-Year Stock Market Returns for 12 Countries.png

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