The Numbers

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

Returns through 9-12-2014

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

– .6

 3.6

  5.1

  2.3

  4.2

4.6

US Stocks-Standard & Poor’s 500

-1.0

 9.0

20.4

22.1

16.2

8.1

Foreign Stocks- MS EAFE Developed Countries

-1.3

1.4

  9.0

15.0

  7.2

6.7

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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