Returns

Total Return (%YoY) Global Equities vs. G7 10-Year Government Bonds

Submitted by Your Personal CFO - Bourbon Financial Management on August 6th, 2025

Returns

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Aggregate Financial Asset Allocation Across Households, Mutual Funds, Pension Funds, and Foreign Investors (%) (1990-2030)

Submitted by Your Personal CFO - Bourbon Financial Management on August 5th, 2025

Returns

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The Stock and Earnings (S&P 500 Index price and trading earnings-per-share) (1990-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on August 4th, 2025

Returns

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20-year Manager Return Dispersion and Growth of Capital

Submitted by Your Personal CFO - Bourbon Financial Management on August 4th, 2025

Returns

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

Submitted by Your Personal CFO - Bourbon Financial Management on August 3rd, 2025

Returns

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Performance of Various Styles Within Major Equity Regions (%)

Submitted by Your Personal CFO - Bourbon Financial Management on August 2nd, 2025

Returns

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Asset Allocation Returns (%) (2009-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on August 1st, 2025

Returns

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Active Mutual Funds and ETFs Have Outperformed Their Median Passive Peers in Bonds But Not Stocks (%)

Submitted by Your Personal CFO - Bourbon Financial Management on July 31st, 2025

Returns

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30+ Years of Global Equity Returns By Region (%) (1991-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on July 31st, 2025

Returns

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Forward P/E ratio of Small-Cap Stocks relative to Large-Cap Stocks (1976-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on July 30th, 2025

Returns

Chart 7 30 pm.png