Last week, Foreign Stocks increased, Bonds decreased, and U.S. Stocks were little changed. During the last 12 months, STOCKS outperformed BONDS.
LAST WEEK -Here is a look the cause of the volatility created this week by hedge funds, institutions, and those we call “traders.”
Returns through 5-17-2013 | 1-week | Y-T-D | 1-Year | 3-Years | 5-Years | 10-Years |
Bonds- BarCap Aggregate Index | -.2 | -2.2 | -1.9 | 3.4 | 5.4 | 4.7 |
US Stocks-Standard & Poor’s 500 | 0.0 | 20.0 | 27.2 | 17.4 | 8.5 | 7.6 |
Foreign Stocks- MS EAFE Developed Countries | .3 | 8.4 | 23.0 | 5.8 | -1.8 | 5.1 |
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.