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Returns

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5-Year Annualized Returns by Asset Class (Q3 2018-Q3 2023)

Submitted by Your Personal CFO - Bourbon Financial Management on July 24th, 2024

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Annualized Return, Excess VS. Cash since 1992

Submitted by Your Personal CFO - Bourbon Financial Management on July 23rd, 2024

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After peak interest rates cash has tended to lag longer duration treasuries (1953-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on July 19th, 2024

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Bottom 5 Annual Returns for US Aggregate & US Municipal (1982-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on July 18th, 2024

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Bloomberg US Aggregate Bond Index, Monthly Total Returns (1976-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on July 18th, 2024

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10-Year Asset Class Performance

Submitted by Your Personal CFO - Bourbon Financial Management on July 17th, 2024

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Annual Returns Ranked Best To Worst (%) (2007-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on July 17th, 2024

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Ratio: Technology Sector vs S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on July 16th, 2024

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Total Returns of S&P 500 vs S&P 500 Equal Weight (EQ) (1971-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on July 16th, 2024

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S&P 500 Average Returns After Previous Year Performance (1928-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on July 15th, 2024

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