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Best and worst rolling returns since 2002

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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10-year rolling returns - through March 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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5-year rolling returns - through March 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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3-year rolling returns - through March 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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1-year rolling returns - through March 2022

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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The last three significant tightening cycles

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Percentage of US active equity funds outperforming their benchmark since 1973

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Bond yields have been reasonable proxy for forward returns 1976

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Components of equity CMAs (%)

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Growth and value: Forward vs. trailing returns

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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