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Active Fund Survival Rates by Morningstar Category

Submitted by Your Personal CFO - Bourbon Financial Management on August 22nd, 2025

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Active Funds' Average Trailing 10 Year Returns and Fees

Submitted by Your Personal CFO - Bourbon Financial Management on August 22nd, 2025

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Active Fund Success Rates by Category (1–20 Years)

Submitted by Your Personal CFO - Bourbon Financial Management on August 21st, 2025

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S&P 500 Annual Returns (%) (1926-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 17th, 2025

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Asset Class Returns by Decade (%) (1930s-2020s)

Submitted by Your Personal CFO - Bourbon Financial Management on August 16th, 2025

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S&P 500 Index Annual Total Returns (%) (1926-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 15th, 2025

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US vs. Rest of World Earnings Growth Since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on August 15th, 2025

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S&P 500 Performance After Two Years of a Bull Market (1928-2024) vs. S&P 500 Performance After Year Two of Bull Markets

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2025

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S&P500: Two-Year Rate of Change (%) (1930-2024) vs. S&P 500 Performance After 2-Year Returns Reach 95th Percentile

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2025

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U.S. Dollar's Divergence from Fair Value (%) (1995-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 12th, 2025

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