Last week, U.S. Stocks and Foreign Stocks and Bonds all increased. 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 .7 -2.0 -1.4 3.5 5.5 4.7 US Stocks-Standard & Poor’s 500 .7 20.0 25.7 19.0 8.5 7.6 Foreign Stocks- MS EAFE Developed Countries 1.3 8.1 20.8 6.8 -1.8 5.4
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.