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 10-18-2013 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
0.4 |
-1.0 |
-.9 |
3.0 |
5.9 |
4.8 |
|
US Stocks-Standard & Poor’s 500 |
1.0 |
25.7 |
27.6 |
16.7 |
15.9 |
7.5 |
|
Foreign Stocks- MS EAFE Developed Countries |
.4 |
17.9 |
24.3 |
5.4 |
11.2 |
4.9 |
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.