Returns

S&P 500 Index Annual Total Returns (%) (1926-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 15th, 2025

Returns

Chart 8 15 pm.png

US vs. Rest of World Earnings Growth Since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on August 15th, 2025

Returns

Chart 8 15 am.png

S&P 500 Performance After Two Years of a Bull Market (1928-2024) vs. S&P 500 Performance After Year Two of Bull Markets

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2025

Returns

Chart 8 13 pm.png

S&P500: Two-Year Rate of Change (%) (1930-2024) vs. S&P 500 Performance After 2-Year Returns Reach 95th Percentile

Submitted by Your Personal CFO - Bourbon Financial Management on August 13th, 2025

Returns

Chart 8 13 am.png

U.S. Dollar's Divergence from Fair Value (%) (1995-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 12th, 2025

Returns

Chart 8 12 am.png

MSCI Europe/U.S. vs. Relative P/E Ratio (1970-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on August 11th, 2025

Returns

Chart 8 11 pm.png

While Early Rate Cuts Historically Bode Well For Rate Returns, the Latest Cycle Stands Out (%) (1989-2024)

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

Returns

Chart 8 10 pm.png

Agency Mortgage-Backed Securities (MBS) | Asset Class Provides High Quality Yield Pickup (1995-2023)

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

Returns

Chart 8 10 am.png

Starting Yields Are Strongly Correlated with 5-Year Forward Returns (%) (1978-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 9th, 2025

Returns

Chart 8 9 pm.png

S&P 500 Forward P/E Ratios and Subsequent 10-Year Returns (%)