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Returns of Private Equity, Private Credit, and Equity Benchmarks (2000–2023)

Submitted by Your Personal CFO - Bourbon Financial Management on May 19th, 2025

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Real S&P 500 Index with Historical Events (1904–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on May 19th, 2025

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US Equity Performance over Every 15-Year Period (Since 1970)

Submitted by Your Personal CFO - Bourbon Financial Management on May 18th, 2025

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Drawdowns (%) of U.S. Bloomberg Aggregate Bond vs. S&P 500 (Since 1990)

Submitted by Your Personal CFO - Bourbon Financial Management on May 18th, 2025

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S&P 500 Drawdown % from peak (1986-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on May 17th, 2025

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A history of stock market selloffs (1950-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on May 17th, 2025

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S&P 500 Equal Weight vs. Market Cap Weight Index Performance (1970–2024)

Submitted by Your Personal CFO - Bourbon Financial Management on May 16th, 2025

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Asset Class Total Returns

Submitted by Your Personal CFO - Bourbon Financial Management on May 16th, 2025

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Global Equity Market Returns and Capitalization Share (1987–2024)

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

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Performance of S&P 500 vs. Magnificent 7

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

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