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Returns

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Distribution of excess lifetime returns on individual stocks vs. Russell 3000, 1980-2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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US national home price changes (1891-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

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Average annual returns at different inflation rates (1970-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Funds in the Morningstar core and core-plus categories have offered strong risk-adjusted returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Average annual stock market returns (1940-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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Correlation between S&P 500 return and 10-year treasury yield

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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US large-cap domestic funds annual returns vs. the S&P 500, 1996-2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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US and global ex-US equities, rolling 10-year returns, 1971-2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2023

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