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Returns

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Ratio of the growth of a dollar for small cap value vs small cap non-value (January 1963-June 2023)

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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Ratio of the growth of a dollar for small cap vs large cap (June 1926-June 2023)

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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EAFE vs US Returns since 1970

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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MSCI EAFE vs MSCI USA since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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MSCI EAFE growth – value (1 year) since June 2004

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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Annualized rolling ten year relative total return of growth vs. value since 1988

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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Total return components of the Bloomberg U.S. aggregate index (%)

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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The cost of timing the market: value of $10,000 invested in the S&P 500 Jan 2003-Dec 2022

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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S&P 500 Annual Returns: 1928-2023

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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Morningstar's 30-year asset-class return assumptions improved following 2022

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2023

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