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How these strategies have compared in historical down markets as defined by the S&P 500 index

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2020

Returns

How these strategies have compared in historical down markets as defined by the S&P 500 index.png

Missing the best days of the market over the past 20 years, returns of the S&P 500 index

Submitted by Your Personal CFO - Bourbon Financial Management on February 5th, 2020

Returns

Missing the best days of the market over the past 20 years.png

20-year period from 1997-2017: $100,000 initial investment

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2020

Returns

20-year period from 1997-2017.png

MSCI world value vs growth since 2009, rebased 23.09.2009=100

Submitted by Your Personal CFO - Bourbon Financial Management on February 1st, 2020

Wealth Management

MSCI World Value vs Growth since 2009.png

Rolling 10-Year Value-Growth Cumulative Return Differential %

Submitted by Your Personal CFO - Bourbon Financial Management on January 29th, 2020

Economy

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Rolling 5-Year Value-Growth Cumulative Return Differential %

Submitted by Your Personal CFO - Bourbon Financial Management on January 29th, 2020

Economy

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Rolling 3-Year Value-Growth Cumulative Return Differential %

Submitted by Your Personal CFO - Bourbon Financial Management on January 28th, 2020

Economy

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Calendar Year-Growth Cumulative Return Differential %

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2020

Economy

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Calendar Year-Growth Cumulative Return Differential %

Submitted by Your Personal CFO - Bourbon Financial Management on January 27th, 2020

Economy

01.27.png

Long-term real return estimates for major asset classes

Submitted by Your Personal CFO - Bourbon Financial Management on January 26th, 2020

Economy

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How these strategies have compared in historical down markets as defined by the S&P 500 index

Missing the best days of the market over the past 20 years, returns of the S&P 500 index

20-year period from 1997-2017: $100,000 initial investment

MSCI world value vs growth since 2009, rebased 23.09.2009=100

Rolling 10-Year Value-Growth Cumulative Return Differential %

Rolling 5-Year Value-Growth Cumulative Return Differential %

Rolling 3-Year Value-Growth Cumulative Return Differential %

Calendar Year-Growth Cumulative Return Differential %

Calendar Year-Growth Cumulative Return Differential %

Long-term real return estimates for major asset classes

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