Last week, U.S. Stocks, Foreign Stocks and Bonds all increased. During the last 12 months, STOCKS outperformed BONDS.
Returns through 11-15-2013 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
Bonds- BarCap Aggregate Index |
.4 |
-1.5 |
-1.6 |
3.2 |
5.6 |
4.7 |
US Stocks-Standard & Poor’s 500 |
1.6 |
28.5 |
35.8 |
17.0 |
18.1 |
7.7 |
Foreign Stocks- MS EAFE Developed Countries |
1.6 |
16.9 |
26.7 |
4.8 |
10.0 |
4.6 |
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.