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Returns

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10 Year S&P 500 Returns Since 1959

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MSCI USA Index Minus MSCI World Ex-USA Index (3-Year Rolling Returns) Since 1972

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Average Total Returns Following End of Fed Rate Hikes Cycles

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Sovereign Bond - Total Return Drawdown Since 1750

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Total Real Return Indexes Since 1802

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Historically correlated with 5 year forward return since 1976

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S&P 500 Index Historical Risk & Return since 1926

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Difference in returns between average advisor fixed income portfolio* and cash

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S&P Best & Worst Returns: 1926-2022

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S&P 500 Annual Returns & Drawdowns: 1928-2023

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