Last week, Bonds increased, U.S. Stocks decreased, and Foreign Stocks were unchanged. 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 9-27-2013 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.5 |
-2.0 |
-1.8 |
3.0 |
5.3 |
4.6 |
|
US Stocks-Standard & Poor’s 500 |
-1.3 |
21.0 |
21.2 |
16.4 |
9.4 |
7.7 |
|
Foreign Stocks- MS EAFE Developed Countries |
0.0 |
14.4 |
20.3 |
5.4 |
1.9 |
5.2 |
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.