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S&P 500 Bear Markets (1929-Present)

Submitted by Your Personal CFO - Bourbon Financial Management on June 25th, 2025

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Average Annualized Monthly Total Returns (%) (1997-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2025

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Sequence of Returns Risk

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2025

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Historical Stock and Bond Return Ranges

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2025

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Consensus S&P 500 Estimates vs Actual Returns (2018-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 24th, 2025

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Asset Class Returns by Decade

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2025

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Russell 2000 Value Index vs Russell 2000 Growth Index: Valuation Trends (1997-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2025

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Performance Cycle Details: Small Cap Value vs All Other Small Cap (1963-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2025

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S&P 500: Max Intra-Year Drawdowns vs. End of Year Total Returns (1950-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2025

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