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Returns

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1926-2020 annualized total returns S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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S&P 500 value vs. growth: Relative total return

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Annualized returns by asset class (%)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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10-year real-return for global asset classes, as of September 30, 2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Drivers of S&P 500 returns by calendar year

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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5-year rolling returns of low price/book vs. MSCI EM index 1992-2021

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Global equity markets - evolution of our return expectations

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Annualized 10-year forward-looking return estimates

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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The range of returns for a 60/40 portfolio narrows over longer time periods (1871-2021)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Average return % of the 12 periods when 10-year US treasury yields rose more than 100 basis points, since 1993

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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