Returns

MSCI All Country World ex-U.S. and S&P 500 Index

Submitted by Your Personal CFO - Bourbon Financial Management on January 12th, 2018

MSCI All Country World ex-U.S. and S&P 500 index.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 12th, 2018

Historical Dollar Value and its Impact on International Returns.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 12th, 2018

S&P Composite Index Historical Evolution.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 12th, 2018

S&P 500 Intra-Year Declines VS. Calendar Year Returns Since 1980.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

U.S. Equity Bull Markets Comparison Since 1932.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

Active vs. Passive for Emerging Markets Equity Funds.png

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

Actively Managed U.S. Funds that Outperformed the Index by Asset Class Since 1997.png

Submitted by Your Personal CFO - Bourbon Financial Management on December 1st, 2017

U.S. Expected Returns by Asset Class - 2018 vs. 2017.png

Submitted by Your Personal CFO - Bourbon Financial Management on December 1st, 2017

Equity Market Return Assumptions by Region - 2018 vs. 2017.png

Submitted by Your Personal CFO - Bourbon Financial Management on December 1st, 2017

Optimal Portfolios Comparison - 2018 vs 2017 and 2008 Assumptions.png