The Numbers

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

Returns through 10-20-2017

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

-.4

3.0

.3

2.1

2.0

4.2

US Stocks-Standard & Poor’s 500

.9

16.9

22.7

13.0

14.8

7.9

Foreign Stocks- MS EAFE Developed Countries

-.3

21.7

22.1

7.4

8.1

1.4

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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