The Numbers

Last week, U.S. Stocks, Foreign Stocks and Bonds all increased. During the last 12 months, BONDS outperformed STOCKS.   


Returns
through 1-27-2012

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds-
BarCap  Aggregate Index

    
.3

   
   .4

  
8.4

  
7.1

  
6.7

   
5.7

US
Stocks-Standard & Poor’s 500

    
.3

    
4.9

  
3.8

  18.9

    
.6

   
3.6

Foreign
Stocks- MS EAFE Developed
 Countries

  
1.6

    
5.9

-12.8

   
9.8

 -6.3

   
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.
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