The Numbers

Last week, U.S. stocks increased.  Bonds declined. And Foreign Stocks remained unchanged. During the last 12 months, STOCKS outperformed BONDS.

Returns through 10-6-2017

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

-.1

3.0

.4

2.5

2.1

4.3

US Stocks-Standard & Poor’s 500

1.2

15.7

20.4

11.4

14.2

7.4

Foreign Stocks- MS EAFE Developed Countries

.0

19.9

19.5

5.7

7.9

1.2

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 excluding dividends.

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