The Numbers
US Stocks and Foreign stocks were down sharply this week.
Bonds were up.
During the last 12 months, bonds have outperformed the
U.S. stock market substantially.
The Numbers
Returns through 2-13-09 1-week Y-T-D 1-Year 3-Years 5-Years 10-Years
Bonds- BarCap Aggregate Index .6 - .6 3.3 5.4 4.2 5.6
US Stocks-Standard & Poor’s 500 -4.7 -8.2 -38.0 -11.3 -4.4 -2.2
Foreign Stocks- MS EAFE -3.0 -10.6 -44.6 -14.0 -3.9 -2.1
Developed Countries
Source: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and cannot be invested into directly. Three, five and ten year returns are annualized. Assumes dividends are not reinvested.
Bonds were up.
During the last 12 months, bonds have outperformed the
U.S. stock market substantially.
The Numbers
Returns through 2-13-09 1-week Y-T-D 1-Year 3-Years 5-Years 10-Years
Bonds- BarCap Aggregate Index .6 - .6 3.3 5.4 4.2 5.6
US Stocks-Standard & Poor’s 500 -4.7 -8.2 -38.0 -11.3 -4.4 -2.2
Foreign Stocks- MS EAFE -3.0 -10.6 -44.6 -14.0 -3.9 -2.1
Developed Countries
Source: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and cannot be invested into directly. Three, five and ten year returns are annualized. Assumes dividends are not reinvested.
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