Returns

Bond Yields Sit At Levels Not Seen in Over a Decade (%) (2000-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on July 29th, 2025

Returns

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US Treasuries Entering 6th Year of 3rd Great Bond Bear Market of Past 240 Years (%) (1790-2020)

Submitted by Your Personal CFO - Bourbon Financial Management on July 28th, 2025

Returns

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S&P 500 - Top 10 vs. 490 Equal Weighted (%) (1957-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on July 28th, 2025

Returns

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Russell 2000 vs. Russell 1000 Median LTM EV/EBIT (ex. Negative EBIT Companies) (%) (1999-2023)

Submitted by Your Personal CFO - Bourbon Financial Management on July 27th, 2025

Returns

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Russell 2000 Total Market Cap as a Percentage of Russell 3000 Total Market Cap (%) (1984-2024)

Submitted by Your Personal CFO - Bourbon Financial Management on July 27th, 2025

Returns

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Small-Cap Value and Small-Cap are the Only Indexes Near Their Historical Average

Submitted by Your Personal CFO - Bourbon Financial Management on July 26th, 2025

Returns

Chart 7 26 am.png

Today yields are at a much stronger starting point when compared to Q4 2021 (%)

Submitted by Your Personal CFO - Bourbon Financial Management on July 25th, 2025

Returns

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Why Yields Matters: Higher yields anchor return potential (%)

Submitted by Your Personal CFO - Bourbon Financial Management on July 25th, 2025

Returns

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Bloomberg U.S. Aggregate Return Distribution when starting yields are between 4-5%

Submitted by Your Personal CFO - Bourbon Financial Management on July 24th, 2025

Returns

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Higher returns have historically followed higher starting yields (%) (1976-2024)