Last week, U.S. Stocks, Foreign Stocks and Bonds all decreased. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 8-1-2014 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
-.1 |
3.9 |
4.8 |
3.0 |
4.5 |
4.8 |
|
US Stocks-Standard & Poor’s 500 |
-2.7 |
5.4 |
15.2 |
16.9 |
16.7 |
7.8 |
|
Foreign Stocks- MS EAFE Developed Countries |
-2.1 |
.1 |
10.1 |
4.9 |
6.1 |
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.