Last week, U.S. Stocks and Foreign Stocks increased but Bonds declined. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 3-21-2014 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
-.4 |
1.6 |
-.1 |
3.5 |
4.8 |
4.4 |
|
US Stocks-Standard & Poor’s 500 |
1.4 |
1.5 |
23.3 |
15.3 |
22.0 |
7.5 |
|
Foreign Stocks- MS EAFE Developed Countries |
.1 |
-2.5 |
10.8 |
3.9 |
12.1 |
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.