Last week, U.S. Stocks and Foreign Stocks decreased and Bonds increased. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 9-26-2014 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.1 |
4.0 |
4.0 |
2.4 |
4.1 |
4.6 |
|
US Stocks-Standard & Poor’s 500 |
-1.4 |
8.8 |
19.3 |
22.1 |
15.7 |
8.1 |
|
Foreign Stocks- MS EAFE Developed Countries |
-1.6 |
-.9 |
3.4 |
12.9 |
6.7 |
6.4 |
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.