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Performance cycles: Small cap value vs. all other small cap since 1963

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

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EAFE vs. US returns since 1970

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

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Currency impact to EAFE since 2001

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

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MSCI EAFE vs. MSCI USA since 2002

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

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Annualized rolling ten year relative total return of growth vs. value since 1988

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

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Inflation expectations and value's performance Russell 1000 value vs. Russell 1000 growth since 1989

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

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S&P 500 and 60/40 portfolio intra-year declines vs. calendar-year returns since 1980

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

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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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