The Numbers

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.

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