The Numbers

Last week, U.S. Stocks and Foreign Stocks decreased. Bonds increased. During the last 12 months, STOCKS outperformed BONDS.

Returns through 7-11-2014

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

 .6

 3.9

  4.5

  3.3

  4.6

3.9

US Stocks-Standard & Poor’s 500

-.9

 7.6

19.9

16.8

20.0

8.1

Foreign Stocks- MS EAFE Developed Countries

-2.4

 1.6

13.5

 5.3

  9.2

3.9

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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