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Active Core-Plus, Nontraditional and Multisector Bond Fund Outperformance vs. Primary Benchmark

Submitted by Your Personal CFO - Bourbon Financial Management on November 5th, 2021

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Rolling three-year returns annualized (100% Stock vs. 60/40 Portfolio) since 1979

Submitted by Your Personal CFO - Bourbon Financial Management on November 4th, 2021

Asset Allocation

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Convertible vs. other asset classes (% cumulative total return) since 1998

Submitted by Your Personal CFO - Bourbon Financial Management on November 3rd, 2021

Returns

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Wholesale prices in the US (rolling 10-yr. average, annually, %) since 1750

Submitted by Your Personal CFO - Bourbon Financial Management on November 2nd, 2021

Economy

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Percent of Russell 3000 growth stocks with negative earnings since 1980

Submitted by Your Personal CFO - Bourbon Financial Management on November 1st, 2021

Economy

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Household net worth in the US by income group since 2005

Submitted by Your Personal CFO - Bourbon Financial Management on October 31st, 2021

Economy

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Bonds have counterbalanced stocks in a diversified portfolio since 2000

Submitted by Your Personal CFO - Bourbon Financial Management on October 30th, 2021

Returns

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MSCI EAFE and MSCI USA relative performance since 1971

Submitted by Your Personal CFO - Bourbon Financial Management on October 29th, 2021

Returns

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S&P 500 annualized trailing 20 year total returns 1927 - August 2021

Submitted by Your Personal CFO - Bourbon Financial Management on October 28th, 2021

Returns

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S&P 500, log scale, from 1927 to August 2021

Submitted by Your Personal CFO - Bourbon Financial Management on October 27th, 2021

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