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Fund fees keep getting squeezed since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Mortality and distribution of 10-year annualized excess returns for surviving active large-blend funds

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Bloomberg US corporate high yield BB excluding energy since 1994

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Bloomberg US aggregate 1-3 year bond index since 1993

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Bloomberg US aggregate bond index since 1976

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Starting 3-year treasury yield and annual change in fed funds rate since 1972

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Absolute change in 10-year US treasury yield in percentage points since 1787

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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Annual total return performance of the S&P 500 and 10-year US treasury since 1872

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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US fixed income total returns (YTD as of December 31, 2022)

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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US 10-year treasury total return index % change annualized since 1787

Submitted by Your Personal CFO - Bourbon Financial Management on February 4th, 2023

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