Last week, in an unusual occurrence, U.S. Stocks, Foreign Stocks and Bonds increased. During the last 12 months, BONDS outperformed STOCKS. Returns through 10-21-2011 1-week Y-T-D 1-Year 3-Years 5-Years 10-Years Bonds- BarCap Aggregate Index .3 6.1 4.3 8.0 6.5 5.6 US Stocks-Standard & Poor’s 500 1.1 .1 1.9 5.1 -5.1 1.2 Foreign Stocks- MS EAFE Developed Countries .4 -11.3 -10.0 4.1 -5.4 2.9
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.