Last week, Foreign Stocks and Bonds increased. U.S. Stocks decreased. During the last 12 months, BONDS outperformed STOCKS. Returns through 9-2-2011 1-week Y-T-D 1-Year 3-Years 5-Years 10-Years Bonds- BarCap Aggregate Index .8 6.7 5.9 7.4 6.7 5.8 US Stocks-Standard & Poor’s 500 -.5 -10.0 2.2 -6.3 -5.4 0.0 Foreign Stocks- MS EAFE Developed Countries 2.2 -10.3 1.1 – 6.0 -4.7 2.1
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.