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Returns

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Time in the Market

Submitted by Your Personal CFO - Bourbon Financial Management on October 6th, 2026

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Bull/Bear markets defined as 20%+ rallies/declines that were preceded by a 20%+ decline/rally

Submitted by Your Personal CFO - Bourbon Financial Management on October 6th, 2026

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Active fixed income managers outperform their passive peers

Submitted by Your Personal CFO - Bourbon Financial Management on October 2nd, 2026

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Historical Rolling Best & Worst Annualized Total Returns

Submitted by Your Personal CFO - Bourbon Financial Management on September 30th, 2026

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Global Equity vs. G7 Government Bond Real Total Returns (OECD and Bloomberg, 2026)

Submitted by Your Personal CFO - Bourbon Financial Management on July 29th, 2026

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Institutional Investment Management Hire/Fire Decisions (The Journal of Finance, 1996-2003)

Submitted by Your Personal CFO - Bourbon Financial Management on July 21st, 2026

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Stock, Bond & Cash Real Returns (Ritholtz, 1928–2025)

Submitted by Your Personal CFO - Bourbon Financial Management on July 12th, 2026

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S&P 500 Inflation-Adjusted Returns (D. Runkevicius, 1930–2025)

Submitted by Your Personal CFO - Bourbon Financial Management on July 12th, 2026

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Small Cap Outperformance Cycles (B. Palmer)

Submitted by Your Personal CFO - Bourbon Financial Management on July 12th, 2026

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Tech IPO Stock Returns by Holding Period (B. Palmer)

Submitted by Your Personal CFO - Bourbon Financial Management on July 11th, 2026

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