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Returns

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Asset Class Total Returns Since 2011 (Data via YCharts as of 12/5/25)

Submitted by Your Personal CFO - Bourbon Financial Management on June 1st, 2026

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S&P 500 Bull and Bear Markets (Total Returns, June 1949-June 2025)

Submitted by Your Personal CFO - Bourbon Financial Management on May 31st, 2026

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S&P 500 forward P/E ratio vs subsequent 10-year annualized returns

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

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S&P 500 Operating Profit Margins

Submitted by Your Personal CFO - Bourbon Financial Management on May 25th, 2026

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New Tech Returns & Infrastructure Life Span

Submitted by Your Personal CFO - Bourbon Financial Management on May 15th, 2026

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Equity returns over the past five years are all about the Mag 7

Submitted by Your Personal CFO - Bourbon Financial Management on May 7th, 2026

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US Dollar Index Return by Year Since 2000

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

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S&P 500 Total Returns: Growth of $1 (Jan 1941-Mar 2026)

Submitted by Your Personal CFO - Bourbon Financial Management on April 17th, 2026

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S&P 500 Index Historical Risk & Return (1926-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on April 15th, 2026

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S&P 500 total return: % positive (1928-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on April 13th, 2026

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