The Numbers

Last week, U.S. Stocks and Foreign Stocks declined. Bonds were unchanged. During the last 12 months, STOCKS outperformed BONDS.

Returns through 6-13-2014

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

0.0

 3.3

  2.5

  3.3

  5.0

5.0

US Stocks-Standard & Poor’s 500

-.6

 5.7

20.8

17.6

17.7

7.7

Foreign Stocks- MS EAFE Developed Countries

-.3

 2.7

17.3

  5.7

  7.9

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.

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