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Returns

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Equities just had one of the sharpest drawdowns in the last 75 years but have recovered

Submitted by Your Personal CFO - Bourbon Financial Management on December 10th, 2025

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Small-cap Secular bear longest on record

Submitted by Your Personal CFO - Bourbon Financial Management on December 8th, 2025

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10 YR rolling total return (annualized)

Submitted by Your Personal CFO - Bourbon Financial Management on December 5th, 2025

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Real Investment Returns During Tariff Regimes

Submitted by Your Personal CFO - Bourbon Financial Management on December 3rd, 2025

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MSCI EAFE Index vs. MSCI US Index 3-year Rolling Returns (US$, %)

Submitted by Your Personal CFO - Bourbon Financial Management on December 2nd, 2025

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What happens after a 10% drawdown?

Submitted by Your Personal CFO - Bourbon Financial Management on December 2nd, 2025

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S&P Historical Composite: Secular Highs and Lows (1877-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on December 1st, 2025

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S&P 500 Rolling 2-Day Returns

Submitted by Your Personal CFO - Bourbon Financial Management on November 25th, 2025

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Yield-to-worst and subsequent 5-year annualized returns

Submitted by Your Personal CFO - Bourbon Financial Management on November 21st, 2025

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Rolling 5-year Returns Value versus Growth (1932-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on November 20th, 2025

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