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Returns

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1926-2021 rolling monthly returns

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Price return and total return for US aggregate bonds since 1999

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Return and risk by dividend category, 1978-2022

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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S&P 500 price changes

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Emerging and developed equities cumulative total return since 1987

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Asset class total returns since 2011

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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S&P 500 rolling one year: Returns: 1926-2023

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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Over the past 20 years, a diversified portfolio consistently avoided low risk-adjusted returns

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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MSCI USA index minus MSCI world ex-USA index (3-year rolling returns) since 1972

Submitted by Your Personal CFO - Bourbon Financial Management on April 23rd, 2023

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