Last week, U.S. Stocks and Foreign Stocks increased, and Bonds decreased. 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 | -.1 | -2.3 | -1.9 | 3.3 | 5.2 | 4.9 |
US Stocks-Standard & Poor’s 500 | 1.1 | 21.3 | 28.1 | 17.4 | 8.7 | 7.9 |
Foreign Stocks- MS EAFE Developed Countries | 1.4 | 9.9 | 24.4 | 5.1 | -1.2 | 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.