Last week, U.S. Stocks, Foreign Stocks and Bonds all increased. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 2-28-2014 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.5 |
2.0 |
0.2 |
3.8 |
5.1 |
4.6 |
|
US Stocks-Standard & Poor’s 500 |
1.3 |
1.0 |
25.4 |
14.3 |
23.0 |
7.2 |
|
Foreign Stocks- MS EAFE Developed Countries |
.6 |
1.1 |
16.1 |
3.4 |
14.2 |
3.8 |
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.