Returns

Market Concentration Has Been Increasing (%) (1952-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 7th, 2025

Returns

Chart 8 7 pm.png

The Magnificent 7 Effect ($) (Dec. 2022-Dec. 2024)

Submitted by Your Personal CFO - Bourbon Financial Management on August 7th, 2025

Returns

Chart 8 7 am.png

Total Return (%YoY) Global Equities vs. G7 10-Year Government Bonds

Submitted by Your Personal CFO - Bourbon Financial Management on August 6th, 2025

Returns

Chart 8 6 am.png

Aggregate Financial Asset Allocation Across Households, Mutual Funds, Pension Funds, and Foreign Investors (%) (1990-2030)

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

Returns

Chart 8 5 pm.png

The Stock and Earnings (S&P 500 Index price and trading earnings-per-share) (1990-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on August 4th, 2025

Returns

Chart 8 4 pm.png

20-year Manager Return Dispersion and Growth of Capital

Submitted by Your Personal CFO - Bourbon Financial Management on August 4th, 2025

Returns

Chart 8 4 am.png

After-Tax Index, Median Pre-Tax Index, and Median After-Tax Large-Cap Core Fund Annualized Performance vs. S&P 500

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

Returns

Chart 8 3 pm.png

Performance of Various Styles Within Major Equity Regions (%)

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

Returns

Chart 8 2 am.png

Asset Allocation Returns (%) (2009-2023)

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

Returns

Chart 8 1 am.png

Active Mutual Funds and ETFs Have Outperformed Their Median Passive Peers in Bonds But Not Stocks (%)

Submitted by Your Personal CFO - Bourbon Financial Management on July 31st, 2025

Returns

Chart 7 31 pm.png