Valuation

Percentage of Time in Which U.S. Active Funds Outperformed over 5 Years, Since 1997

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

Percentage of Time in Which U.S. Active Funds Outperformed over 5 Years, Since 1997.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

Percentage of Time in Which U.S. Active Funds Outperformed over 10 Years, Since 1997.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

Percentage of Time Periods in Which Actively Managed Open-End U.S. Funds Outperformed S&P 500 Index Since 1997.png

Submitted by Your Personal CFO - Bourbon Financial Management on December 8th, 2017

Equity vs. Bond Fund Flows Since 1990.png

Submitted by Your Personal CFO - Bourbon Financial Management on December 1st, 2017

Optimal Portfolios Comparison - 2018 vs 2017 and 2008 Assumptions.png

Submitted by Your Personal CFO - Bourbon Financial Management on November 17th, 2017

Annual Returns Across Portfolio Allocations Since 1900.png

Submitted by Your Personal CFO - Bourbon Financial Management on November 10th, 2017

Different Asset Classes Yields in Last 20 Years.png

Submitted by Your Personal CFO - Bourbon Financial Management on November 10th, 2017

U.S. Equity Returns and Volatilities Since 1801.png

Submitted by Your Personal CFO - Bourbon Financial Management on November 10th, 2017

U.S. 60 40 Portfolio 10-Year Rolling Real Return Since 1952.png

Submitted by Your Personal CFO - Bourbon Financial Management on November 10th, 2017

Equity Earnings Yield and Subsequent Rolling 10-Year Returns Since 1952.png