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Returns

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Annualized returns over cash, five year rolling windows since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on June 14th, 2019

Annualized returns over cash-five year rolling windows since 2000.png

Percentage of active funds that have outperformed the index after fees, January 1999 through December 2018

Submitted by Your Personal CFO - Bourbon Financial Management on June 1st, 2019

Percentage of active funds that have outperformed the index after fees, January 1999 through December 2018.png

An international perspective on historical returns

Submitted by Your Personal CFO - Bourbon Financial Management on May 16th, 2019

An international perspective on historical returns.png

Municipal bonds may offer attractive mix of income and diversification

Submitted by Your Personal CFO - Bourbon Financial Management on May 15th, 2019

Municipal bonds may offer attractive mix of income and diversification.png

Yields and subsequent 10-year total return

Submitted by Your Personal CFO - Bourbon Financial Management on May 15th, 2019

Yields and subsequent 10-year total return.png

What percentage of the top 50 stocks each year have been non-U.S.

Submitted by Your Personal CFO - Bourbon Financial Management on May 15th, 2019

What percentage of the top 50 stocks each year have been non-U.S..png

S&P 500 cumulative price return versus total return since inception 1964

Submitted by Your Personal CFO - Bourbon Financial Management on May 9th, 2019

S&P 500 cumulative price return versus total return since inception 1964.png

Absolute returns of Emerging Markets and DM indexes(gross total return) since 1989

Submitted by Your Personal CFO - Bourbon Financial Management on May 6th, 2019

Absolute returns of Emerging Markets and DM indexes(gross total return) since 1989.png

Total returns across asset classes

Submitted by Your Personal CFO - Bourbon Financial Management on May 6th, 2019

Total returns across asset classes.png

Total returns of the MSCI Emerging Markets Index (since 2000)

Submitted by Your Personal CFO - Bourbon Financial Management on May 5th, 2019

Total returns of the MSCI EM Index (since 2000).png

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