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Returns

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After-Tax Index, Median Pre-Tax, and Median After-Tax Large-Cap Core Fund Annualized vs. S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2026

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Real 10-Year Total Returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 18th, 2026

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Scenario analysis by fixed income asset

Submitted by Your Personal CFO - Bourbon Financial Management on February 16th, 2026

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Long-Term Non-US Stock Performance Through June 2025

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

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Long Term Returns on Stocks, Bonds, and T-Bills, 1926 to June 2025

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

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Bond Market Real Returns by Decade

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

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S&P 600 Relative to Russell 2000

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

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Bond Market Returns by Decade

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

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10 year rolling nominal return (annualized) for 10 year US Govt bonds

Submitted by Your Personal CFO - Bourbon Financial Management on February 10th, 2026

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Standout Start for Dollar Alternatives

Submitted by Your Personal CFO - Bourbon Financial Management on February 10th, 2026

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