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Returns

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S&P 500 annual returns since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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Index cumulative return since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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Distribution of historical stock and bond returns since 1873

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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'Safe' bonds (10 year treasuries) yearly returns (%) since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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Annual total return (%) of MSCI world index vs. Bloomberg US aggregate index since 1977

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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Increasing the savings rate can dramatically improve results

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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How investors' returns lagged their funds' returns, 2002-2016

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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Fund leadership is quick to change

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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Percentage of active funds outperforming their prospectus benchmark over ten years through December 2016

Submitted by Your Personal CFO - Bourbon Financial Management on March 1st, 2023

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