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Returns

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S&P 500 annual returns & average return in the following year since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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Asset class total returns since 2011 (as of 12/31/22)

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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Annual total return on 60% equity, 40% bond US portfolio ignoring inflation since 1800

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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2022 prominent index fund returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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S&P 500 best and worst returns since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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2022 country equity returns

Submitted by Your Personal CFO - Bourbon Financial Management on February 6th, 2023

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Developed markets: 1-year total returns vs. weight in tech, discretionary and comm. service sectors (as of 12/30/2022)

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

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Long-run return forecasts (2023-52) based on delayed transition

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

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S&P 500 annual returns since 1926

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

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Growth of a dollar in the S&P 500 index since 1947

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

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