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Returns

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Percentage of Companies Outperforming the S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on December 15th, 2025

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International Markets Offer a Premium Relative to Bonds

Submitted by Your Personal CFO - Bourbon Financial Management on December 15th, 2025

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Annualized Rolling Ten Year Relative Total Return of Growth vs Value

Submitted by Your Personal CFO - Bourbon Financial Management on December 12th, 2025

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Biggest S&P 500 Index Rallies over 27 Trading Days (1950 - 2025)

Submitted by Your Personal CFO - Bourbon Financial Management on December 11th, 2025

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Historical Rolling Best and Worst Annualized Total Returns

Submitted by Your Personal CFO - Bourbon Financial Management on December 11th, 2025

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Equities just had one of the sharpest drawdowns in the last 75 years but have recovered

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

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Small-cap Secular bear longest on record

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

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10 YR rolling total return (annualized)

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

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Real Investment Returns During Tariff Regimes

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

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MSCI EAFE Index vs. MSCI US Index 3-year Rolling Returns (US$, %)

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

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