The Numbers

Posted on May 2, 2011 by The Weekly Commentary

For the second consecutive week, US Stocks and Foreign stocks and Bonds all increased. During the last 12 months, U.S. STOCKS outperformed BONDS.

Returns through 4-30-2011

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

      .6

     1.7

  5.4

  5.8

   6.3

5.7

US Stocks-Standard & Poor’s 500

    2.0

     8.8

12.9

-3.4

-1.7

1.3

Foreign Stocks- MS EAFE Developed Countries

    2.3

     8.4

15.9

– 5.6

  -1.2

2.7
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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Returns through 4-30-2011	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	.6	1.7	5.4	5.8	6.3	5.7
US Stocks-Standard & Poor’s 500	2.0	8.8	12.9	-3.4	-1.7	1.3
Foreign Stocks- MS EAFE Developed Countries	2.3	8.4	15.9	– 5.6	-1.2	2.7