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Major Asset Classes' Cumulative Returns Above Cash (1970 to Present)

Submitted by Your Personal CFO - Bourbon Financial Management on January 15th, 2026

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Cycles of DM ex-U.S. outperformance and USD

Submitted by Your Personal CFO - Bourbon Financial Management on January 15th, 2026

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20-year manager return dispersion and growth of capital

Submitted by Your Personal CFO - Bourbon Financial Management on January 14th, 2026

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Frequency of positive returns across timeframes

Submitted by Your Personal CFO - Bourbon Financial Management on January 14th, 2026

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S&P 500 intra-year declines vs. calendar year returns

Submitted by Your Personal CFO - Bourbon Financial Management on January 14th, 2026

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Rolling 16-week Relative Returns of High vs. Low Quality Small- and Mid-Cap Stocks

Submitted by Your Personal CFO - Bourbon Financial Management on January 13th, 2026

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Bloomberg U.S. Aggregate intra-year declines vs. calendar year returns

Submitted by Your Personal CFO - Bourbon Financial Management on January 13th, 2026

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Top 10 S&P 500 companies by market capitalization

Submitted by Your Personal CFO - Bourbon Financial Management on January 13th, 2026

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S&P 500 Returns & Intrayear Drawdowns : 1950 - 2024

Submitted by Your Personal CFO - Bourbon Financial Management on January 12th, 2026

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S&P 500 Price Index

Submitted by Your Personal CFO - Bourbon Financial Management on January 12th, 2026

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