Last week, U.S. Stocks, and Bonds increased while Foreign Stocks decreased. During the last 12 months, BONDS outperformed STOCKS. Returns through 12-9-2011 1-week Y-T-D 1-Year 3-Years 5-Years 10-Years Bonds- BarCap Aggregate Index .2 7.1 7.5 7.3 6.3 5.8 US Stocks-Standard & Poor’s 500 .9 1.8 3.9 14.7 – .2 2.8 Foreign Stocks- MS EAFE Developed Countries -.9 -13.9 -11.8 6.7 -6.9 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.