Last week, U.S. Stocks increased. Foreign Stocks and Bonds declined. During the last 12 months, STOCKS outperformed BONDS.
Returns through 11-8-2013 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
Bonds- BarCap Aggregate Index |
-.5 |
-1.9 |
-2.1 |
2.7 |
5.6 |
4.8 |
US Stocks-Standard & Poor’s 500 |
.6 |
26.4 |
31.4 |
15.6 |
16.3 |
7.5 |
Foreign Stocks- MS EAFE Developed Countries |
-.8 |
15.0 |
22.7 |
3.5 |
8.2 |
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.