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Returns

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Best and worst rolling return period 2/91-4/16

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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MSCI USA index sector returns (%) - before and after bear markets

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Trailing 12-month return differential between US and non-US stocks since 2001

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Average annual real returns in years with above-median US inflation, 1990-2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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A tale of two decades: Annualized returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Real annualized gain/loss of different decades since 1930

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Average annual returns: 1928-2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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7 quarters when both equity and fixed income were negative

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Diversified portfolio and S&P 500 index returns since 1999

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Historical risk and return comparison since 1991

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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