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Yield on bonds versus stocks at highest level in 11 years

Submitted by Your Personal CFO - Bourbon Financial Management on March 5th, 2023

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Proportion of funds that outperformed and underperformed their respective benchmarks during the initial periods

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Over the long-term, moderate levels of inflation have been normal since 1750

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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World composite CPI, y/y percent change since 1998

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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10-year yields calendar year change (bps) since 1966

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Annual mortgage cost as a percentage of household income since 1947

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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JP Morgan real broad effective exchange rate index, CPI based: US (since 1970)

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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US equity relative performance & US trade weighted nominal dollar since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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S&P 500 index (logarithmic scale) since 1957

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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US government bond yields as of October 3, 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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