Last week, US Stocks and Foreign Stocks decreased. Bonds increased. During the last 12 months, U.S. STOCKS outperformed BONDS.
Returns through 7-29-2011 | 1-week | Y-T-D | 1-Year | 3-Years | 5-Years | 10-Years |
Bonds- BarCap Aggregate Index | .6 | 4.4 | 4.4 | 7.1 | 6.6 | 5.7 |
US Stocks-Standard & Poor’s 500 | -4.2 | 3.8 | 12.6 | -2.4 | -2.9 | .7 |
Foreign Stocks- MS EAFE Developed Countries | -2.2 | 1.3 | 13.9 | -4.1 | -1.8 | 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.