Last week, U.S. Stocks and Bonds increased while Foreign Stocks decreased. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 11-7-2014 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.1 |
5.2 |
4.5 |
2.6 |
4.3 |
4.7 |
|
US Stocks-Standard & Poor’s 500 |
.8 |
11.9 |
18.7 |
19.8 |
16.1 |
8.0 |
|
Foreign Stocks- MS EAFE Developed Countries |
-1.0 |
-3.8 |
-.4 |
10.4 |
6.0 |
6.0 |
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.