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Returns

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20-Year Annualized Returns by Asset-Class Since 1998

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

20-Year Annualized Returns by Asset-Class Since 1998.png

Range of Stock, Bond and Blended Total Returns

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Range of Stock, Bond and Blended Total Returns.png

Performance of Differently Balanced Portfolios Since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Performance of Differently Balanced Portfolios Since 2003.png

S&P 500 Composite Declines From All-Time Highs Since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

S&P 500 Composite Declines From All-Time Highs Since 1926.png

S&P 500 Intra-Year Declines Vs. Calendar Year Returns Since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

S&P 500 Intra-Year Declines Vs. Calendar Year Returns Since 1980.png

Fund Investors’ Returns Fall Short of the Market

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Fund Investors’ Returns Fall Short of the Market.png

Expected Five-Year Excess Returns (Conditional on Current Valuations)

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Expected Five-Year Excess Returns (Conditional on Current Valuations).png

The Style Premium Is Cyclical Since 1970

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

The Style Premium Is Cyclical Since 1970.png

Full Sample Factor Returns

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Full Sample Factor Returns.png

Recent Factor Returns

Submitted by Your Personal CFO - Bourbon Financial Management on April 6th, 2018

Recent Factor Returns.png

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