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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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Asset Class Performance Review (1995–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 6th, 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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U.S. vs. Global ex-U.S. Equities Relative Performance (1970–2025)

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2025

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Global Market Valuation Percentiles vs. History (1980–2023)

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2025

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S&P 500 vs Equal Weight Ratio (2005–2025)

Submitted by Your Personal CFO - Bourbon Financial Management on September 4th, 2025

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Average Tariff Rates on U.S. Imports (1820–2025)

Submitted by Your Personal CFO - Bourbon Financial Management on September 4th, 2025

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Bloomberg U.S. Aggregate Bond Index: Longest Drawdowns (1976–2025)

Submitted by Your Personal CFO - Bourbon Financial Management on September 3rd, 2025

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Bloomberg U.S. Aggregate Total Return by Year (1977–2025)

Submitted by Your Personal CFO - Bourbon Financial Management on September 3rd, 2025

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Active Fund Success Rates by Category (as of 2024)

Submitted by Your Personal CFO - Bourbon Financial Management on September 2nd, 2025

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