Last week, U.S. Stocks increased. Foreign Stocks and Bonds declined. During the last 12 months, STOCKS outperformed BONDS.
Returns through 11-1-2013 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
Bonds- BarCap Aggregate Index |
-.4 |
-1.4 |
-1.2 |
2.9 |
6.0 |
4.8 |
US Stocks-Standard & Poor’s 500 |
.1 |
25.7 |
26.2 |
16.6 |
15.2 |
7.5 |
Foreign Stocks- MS EAFE Developed Countries |
-1.5 |
15.9 |
21.3 |
4.7 |
8.4 |
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.