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Private equity index has exhibited lower volatility than public equity index since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on July 27th, 2021

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PE index historically outpaces stock market index in all market cycles (2002-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on July 26th, 2021

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Private equity index vs. public market indices since 1989

Submitted by Your Personal CFO - Bourbon Financial Management on July 25th, 2021

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S&P 500 vs. Russell 2000 (DoubleLine 1980-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on July 14th, 2021

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S&P 500 Price Index (FactSet 1996-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on July 12th, 2021

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Starting Yields and Subsequent 5-Year Returns (Bloomberg 2020)

Submitted by Your Personal CFO - Bourbon Financial Management on July 3rd, 2021

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Real S&P 500 Indexes (1900-2017)

Submitted by Your Personal CFO - Bourbon Financial Management on July 1st, 2021

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Real Total Return of $1000 Investment with DCA (R.Shiller Data 1909-2019)

Submitted by Your Personal CFO - Bourbon Financial Management on June 29th, 2021

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