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When the S&P 500 is down 25% or worse since 1950

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

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Starting yields vs. 10-year annual returns for 10-year treasuries: 1928-2021

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

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Relative valuation of cheapest 50% of stock market vs. expensive less average since 1981

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 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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Aggregate bonds YTD total return (%)

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

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Bull and bear markets returns and duration since 1926

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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US stocks vs. bond returns 1926-2022

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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