The Numbers

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

Returns through 3-9-2018

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

-.1

-2.2

1.7

1.4

1.8

3.7

US Stocks-Standard & Poor’s 500

3.5

1.7

20.2

12.6

14.8

10.3

Foreign Stocks- MS EAFE Developed Countries

1.9

-.1

19.9

6.4

6.7

3.1

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 excluding dividends.

The Numbers

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

Returns through 2-23-2018

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

0.0

-2.1

.7

1.2

1.8

3.7

US Stocks-Standard & Poor’s 500

.6

3.0

18.5

11.5

15.0

9.7

Foreign Stocks- MS EAFE Developed Countries

-.4

.9

20.1

6.1

7.3

3.1

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 excluding dividends.

The Numbers

Last week, U.S. Stocks and Foreign Stocks increased; however, Bonds decreased. During the last 12 months, STOCKS outperformed BONDS.

Returns through 2-16-2018

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

-.2

-2.1

1.0

1.2

1.8

3.7

US Stocks-Standard & Poor’s 500

4.3

2.5

18.7

11.5

14.8

9.6

Foreign Stocks- MS EAFE Developed Countries

4.3

1.4

21.1

6.9

7.4

3.3

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.

The Numbers

Last week, U.S. Stocks and Foreign Stocks and Bonds all decreased. During the last 12 months, STOCKS outperformed BONDS.

Returns through 2-9-2018

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

-.1

-1.9

1.0

1.2

1.8

3.6

US Stocks-Standard & Poor’s 500

-5.2

-1.8

15.8

10.8

13.9

9.3

Foreign Stocks- MS EAFE Developed Countries

-6.2

-2.8

17.9

6.1

6.4

3.1

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 excluding dividends.

The Numbers

Last week, U.S. Stocks and Foreign Stocks and Bonds all decreased.  During the last 12 months, STOCKS outperformed BONDS.

Returns through 2-2-2018

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

-.9

-1.8

1.5

.9

1.9

3.6

US Stocks-Standard & Poor’s 500

-3.8

3.4

23.5

13.3

15.2

9.4

Foreign Stocks- MS EAFE Developed Countries

-2.8

3.6

25.6

8.7

7.4

3.1

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 excluding dividends.

The Numbers

Last week, U.S. Stocks and Foreign Stocks increased. Bonds were unchanged. During the last 12 months, STOCKS outperformed BONDS.  

Returns through 1-26-2018

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

0.0

-.9

2.6

1.4

2.0

3.7

US Stocks-Standard & Poor’s 500

2.2

7.5

27.6

14.1

16.2

10.4

Foreign Stocks- MS EAFE Developed Countries

1.5

6.5

28.9

9.7

8.2

3.6

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.

The Numbers

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

Returns through 1-19-2018

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

-.4

-.9

2.6

1.5

2.0

3.7

US Stocks-Standard & Poor’s 500

.9

5.2

26.6

14.0

16.0

10.2

Foreign Stocks- MS EAFE Developed Countries

1.2

5.0

29.1

9.9

8.2

3.4

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.

The Numbers

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

Returns through 12-22-2017

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

.5

3.5

3.5

2.2

2.1

4.0

US Stocks-Standard & Poor’s 500

-.3

21.8

21.8

11.4

15.8

8.5

Foreign Stocks- MS EAFE Developed Countries

.9

23.0

23.0

7.8

7.9

1.9

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.

The Numbers

Last week, U.S. Stocks increased.  Foreign Stocks and Bonds were unchanged. During the last 12 months, STOCKS outperformed BONDS.

Returns through 12-2-2017

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

-.6

3.0

3.7

2.1

2.0

4.1

US Stocks-Standard & Poor’s 500

.3

22.2

21.0

11.1

15.8

8.4

Foreign Stocks- MS EAFE Developed Countries

-.2

23.9

24.7

7.2

7.7

2.0

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.

The Numbers

Last week, both U.S. Stocks and Foreign Stocks increased.  Bonds were unchanged. During the last 12 months, STOCKS outperformed BONDS.

Returns through 12-1-2017

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

0.0

3.4

3.5

2.3

2.0

4.1

US Stocks-Standard & Poor’s 500

.4

20.7

20.5

11.1

15.7

8.2

Foreign Stocks- MS EAFE Developed Countries

.1

22.2

22.9

6.0

7.9

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.