Last week, U.S. Stocks and Foreign Stocks advanced but Bonds were little changed. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 5-23-2014 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
0.0 |
3.5 |
1.7 |
5.0 |
4.9 |
5.0 |
|
US Stocks-Standard & Poor’s 500 |
1.2 |
3.7 |
17.6 |
15.5 |
19.0 |
7.9 |
|
Foreign Stocks- MS EAFE Developed Countries |
1.2 |
1.9 |
12.6 |
3.6 |
8.5 |
4.3 |
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.