Last week, US Stocks and Foreign Stocks decreased. Bonds increased. During the last 12 months, BONDS outperformed STOCKS. Returns through 8-19-2011 1-week Y-T-D 1-Year 3-Years 5-Years 10-Years Bonds- BarCap Aggregate Index .4 6.4 5.5 7.6 6.8 5.8 US Stocks-Standard & Poor’s 500 -4.6 -13.1 .4 -6.6 -6.0 -.5 Foreign Stocks- MS EAFE Developed Countries -3.5 -12.8 -1.0 -6.5 -5.1 1.6
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.