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Returns

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10-Year Annualized Returns by Asset Class

Submitted by Your Personal CFO - Bourbon Financial Management on September 13th, 2025

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10-Year Return on a 60/40 Portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2025

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EAFE vs. US Returns (1969–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2025

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US vs. Europe Outperformance (1972–2020)

Submitted by Your Personal CFO - Bourbon Financial Management on September 11th, 2025

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The Importance of Staying Invested: Impact of Missing Best Days

Submitted by Your Personal CFO - Bourbon Financial Management on September 9th, 2025

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The Importance of a Long-Term Perspective - Rolling Returns

Submitted by Your Personal CFO - Bourbon Financial Management on September 8th, 2025

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Diversified Portfolio vs. S&P 500 Index Returns and Drawdowns (1999–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 8th, 2025

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Diversified Portfolio Calendar Year Returns (1999–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 7th, 2025

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Think Beyond the S&P 500 - Asset Class Returns (1995–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 7th, 2025

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S&P 500 Annual Returns Distribution (1926–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 6th, 2025

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