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S&P 500 total excess annualized return per CAPE

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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Inflation and stock-bond correlation since 1939

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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S&P 500 years with a return of 20% or more since 1928

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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Ratio of the growth of a dollar for small cap value vs small cap non-value (January 1963-June 2023)

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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Ratio of the growth of a dollar for small cap vs large cap (June 1926-June 2023)

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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R2000 forward P/E ratio individually and divided by R1000 forward P/E Ratio since 1987

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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R3000G P/E minus R3000V P/E (FY2) since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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EAFE vs US Returns since 1970

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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MSCI EAFE vs MSCI USA since 2003

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2023

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Interest rates vs EAFE/US performance since 2009

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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