Last week, U.S. Stocks increased, Foreign Stocks
decreased, and Bonds 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 9-6-2013 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
-.9 |
-3.6 |
-2.5 |
2.5 |
4.6 |
4.6 |
|
US Stocks-Standard & Poor’s 500 |
1.4 |
17.8 |
18.2 |
16.9 |
8.3 |
7.1 |
|
Foreign Stocks- MS EAFE Developed Countries |
2.7 |
8.7 |
17.5 |
5.2 |
.8 |
4.7 |
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.