U.S. Stocks and Foreign Stocks and both decreased this week while Bonds increased. During the last 12 months, BONDS have substantially outperformed stocks (which is a change from previous weeks).
Returns through 8-13-2010 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
Bonds- BarCap Aggregate Index |
.3 |
7.1 |
9.4 |
7.8 |
6.1 |
6.1 |
US Stocks-Standard & Poor’s 500 |
-3.7 |
-2.0 |
8.7 |
– 7.4 |
– .5 |
-1.2 |
Foreign Stocks- MS EAFE Developed Countries |
-4.8 |
– 8.3 |
-1.0 |
-12.4 |
– 1.7 |
– 1.0 |
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. Assumes dividends are not reinvested.