The Numbers
In an unusual development last week, U.S. and Foreign Stocks and bonds all advanced. During the last 12 months, bonds have outperformed the U.S. stock market substantially.
Returns through 9-11-09 1-week Y-T-D 1-Year 3-Years 5-Years 10-Years
Bonds- BarCap
Aggregate Index .6 5.2 6.6 6.6 5.1 6.3
US Stocks-
Standard & Poor’s 500 2.6 17.7 -14.2 - 5.0 .6 -.8
Foreign Stocks-
MS EAFE Developed
Countries 5.6 25.5 - 6.2 -5.5 3.4 -.1
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.
Returns through 9-11-09 1-week Y-T-D 1-Year 3-Years 5-Years 10-Years
Bonds- BarCap
Aggregate Index .6 5.2 6.6 6.6 5.1 6.3
US Stocks-
Standard & Poor’s 500 2.6 17.7 -14.2 - 5.0 .6 -.8
Foreign Stocks-
MS EAFE Developed
Countries 5.6 25.5 - 6.2 -5.5 3.4 -.1
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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