Last week, U.S. Stocks and Foreign Stocks increased. Bonds were unchanged. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 6-20-2014 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
0.0 |
3.3 |
3.3 |
3.3 |
5.0 |
4.1 |
|
US Stocks-Standard & Poor’s 500 |
1.4 |
7.2 |
26.2 |
17.9 |
18.8 |
7.8 |
|
Foreign Stocks- MS EAFE Developed Countries |
.8 |
3.6 |
21.1 |
6.6 |
8.7 |
4.1 |
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.