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Returns

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Distribution of S&P 500 Annualized 10-Year Returns Since 1930

Submitted by Your Personal CFO - Bourbon Financial Management on March 27th, 2025

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Dow Industrials – Presidential Election Year Cycle

Submitted by Your Personal CFO - Bourbon Financial Management on March 26th, 2025

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S&P 500 Index – Election-Year Cycle

Submitted by Your Personal CFO - Bourbon Financial Management on March 26th, 2025

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Equal-Weight vs. Aggregate S&P 500 Returns & Market Concentration

Submitted by Your Personal CFO - Bourbon Financial Management on March 26th, 2025

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CAPE Ratio vs. Future Stock Returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 25th, 2025

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% of Time Bonds Beat Stocks Over Various Rolling Holding Periods

Submitted by Your Personal CFO - Bourbon Financial Management on March 25th, 2025

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Annual Returns Ranked Best to Worst (%)

Submitted by Your Personal CFO - Bourbon Financial Management on March 24th, 2025

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Jumping In and Out May Cost You

Submitted by Your Personal CFO - Bourbon Financial Management on March 24th, 2025

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Performance: Net IRR: Inception to Date, % Vintage Years 2000–2023

Submitted by Your Personal CFO - Bourbon Financial Management on March 24th, 2025

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Realized Return and Volatility by Asset Class

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

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