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91 Year return History for Common Stocks Since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2017

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5 Year Returns on the S&P 500 for 18 periods Since 1927

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2017

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Average Sector Historical 30-Days Correlation Against the S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2017

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Longest Bull markets Since 1942

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2017

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Actively Managed Large Blends vs Passively Managed Large Blends

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2017

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Active Large Blend Category vs S&P 500 Index Funds Since 1985

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2017

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Average Returns and Volatility of actively managed funds vs their Markets

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2017

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Team Managed Funds Relative to Single Managed Funds

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2017

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Hypothetical US Defensive Strategy vs Russell 1000

Submitted by Your Personal CFO - Bourbon Financial Management on February 17th, 2017

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