The Numbers

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




































Returns through 7-1-2011


1-week


Y-T-D


1-Year


3-Years


5-Years


10-Years


Bonds- BarCap  Aggregate Index


  -1.0


     2.6


3.7


6.5


   6.5


5.8


US Stocks-Standard & Poor’s 500


   5.3


     5.6


27.3


 –  .4


  -1.8


1.2


Foreign Stocks- MS EAFE Developed Countries


   5.1


     3.5


28.3


– 3.9


  -1.2


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.