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Returns

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1-Year vs. 10-Year Risk/Return by Asset Class

Submitted by Your Personal CFO - Bourbon Financial Management on June 10th, 2025

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S&P 500 Lags By Most in 32 Years (Since 1993)

Submitted by Your Personal CFO - Bourbon Financial Management on June 10th, 2025

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S&P 500 Annual Return and Max. Intra-year Drawdown (1928-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 9th, 2025

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Nominal Returns Comparison (Expected 10Y)

Submitted by Your Personal CFO - Bourbon Financial Management on June 8th, 2025

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Cumulative Total Returns: 2000-2009

Submitted by Your Personal CFO - Bourbon Financial Management on June 8th, 2025

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Return spreads between Small Caps and Large Caps (1930-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 7th, 2025

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This Time is Different (Since 1950)

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

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S&P 500 Market Drops and Recoveries One Year Later (1940-2025)

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

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US Dollar Return Cycles Rolling 5-year Return (%) (1981-2025)

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

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5-Year Rolling Excess Returns: International vs. U.S. Equities (1974–2023)

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

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