Last week, Bonds Increased, however, U.S. and Foreign Stocks decreased. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 1-28-2014 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.3 |
1.5 |
.1 |
3.7 |
4.9 |
4.6 |
|
US Stocks-Standard & Poor’s 500 |
-.4 |
-3.5 |
21.5 |
13.9 |
19.2 |
6.8 |
|
Foreign Stocks- MS EAFE Developed Countries |
-2.3 |
-4.1 |
8.9 |
2.7 |
10.5 |
3.5 |
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.