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Median Outperformance vs Median Underperformance for Actively Managed Funds

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

Valuation

Median Outperformance vs Median Underperformance for Actively Managed Funds.png

Equity Funds That Underperformed Their Benchmarks During 2000-2002 and 2008 Bear Markets by Category

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

Valuation

Equity Funds That Underperformed Their Benchmarks During 2000-2002 and 2008 Bear Markets by Category.png

Active Equity Managers Underperform Their Benchmarks Over Time

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

Valuation

Active Equity Managers Underperform Their Benchmarks Over Time.png

Distribution of the Cumulative U.S. Equity Returns for the Last 20 Years

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

Valuation

Distribution of the U.S. Equity Returns for the Last 20 Years is Positively Skewed.png

Active Fund Managers Rarely Outperform Their Benchmarks Consistently: % of Underperforming Managers Over Time by Asset Class

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

Active Fund Managers Rarely Outperform Their Benchmarks Consistently - Percent of Underperforming Managers Over Five Years by Asset Class.png

Outperformance Persistence of Fund Managers over Time is Insignificant

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

Outperformance Persistence of Fund Managers over Time is Insignificant.png

Time Length Between Market Corrections Since 1945

Submitted by Your Personal CFO - Bourbon Financial Management on June 2nd, 2017

Time Length Between Market Corrections.png

Differences in Equal-Weighted and Market-Cap-Weighted Returns during Broad and Narrow Markets vs Active Funds Excess Returns

Submitted by Your Personal CFO - Bourbon Financial Management on May 26th, 2017

Returns

Differences in Equal-Weighted and Market-Cap-Weighted Returns during Broad and Narrow Markets vs Active Funds Excess Returns Since 1993.png

Net Profit Margins of S&P 500 Companies Since 1979

Submitted by Your Personal CFO - Bourbon Financial Management on May 26th, 2017

Valuation

Net Profit Margins of S&P 500 Companies Since 1979.png

10-Year Rolling Annualized Returns of U.S. Stocks vs 10-Year Treasury Bonds Since 1936

Submitted by Your Personal CFO - Bourbon Financial Management on May 26th, 2017

Returns

10-Year Rolling Annualized Returns of U.S. Stocks vs 10-Year Treasury Bonds Since 1936.png

Median Outperformance vs Median Underperformance for Actively Managed Funds

Equity Funds That Underperformed Their Benchmarks During 2000-2002 and 2008 Bear Markets by Category

Active Equity Managers Underperform Their Benchmarks Over Time

Distribution of the Cumulative U.S. Equity Returns for the Last 20 Years

Active Fund Managers Rarely Outperform Their Benchmarks Consistently: % of Underperforming Managers Over Time by Asset Class

Outperformance Persistence of Fund Managers over Time is Insignificant

Time Length Between Market Corrections Since 1945

Differences in Equal-Weighted and Market-Cap-Weighted Returns during Broad and Narrow Markets vs Active Funds Excess Returns

Net Profit Margins of S&P 500 Companies Since 1979

10-Year Rolling Annualized Returns of U.S. Stocks vs 10-Year Treasury Bonds Since 1936

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