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Asset Class Total Returns

Submitted by Your Personal CFO - Bourbon Financial Management on May 16th, 2025

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Global Equity Market Returns and Capitalization Share (1987–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on May 15th, 2025

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Performance of S&P 500 vs. Magnificent 7

Submitted by Your Personal CFO - Bourbon Financial Management on May 15th, 2025

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Performance of S&P 500 vs. Magnificent 7

Submitted by Your Personal CFO - Bourbon Financial Management on May 15th, 2025

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Yield-to-Worst vs. 5-Year Bond Returns (1976–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on May 14th, 2025

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S&P 500 Forward P/E Ratio vs. 30-Year Average (1994–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on May 14th, 2025

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S&P 500 Price Index and Valuation Metrics (1996–2024)

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

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Historical Length of Bull Markets (1949–2022)

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

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US vs. Global Markets and Dollar Strength (1991–2024)

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

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Annual Returns by Asset Class

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

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