Last week, U.S. Stocks and Foreign Stocks and Bonds all increased. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 11-28-2014 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.5 |
5.9 |
5.3 |
3.0 |
4.1 |
4.8 |
|
US Stocks-Standard & Poor’s 500 |
.2 |
14.0 |
16.9 |
20.9 |
16.0 |
8.1 |
|
Foreign Stocks- MS EAFE Developed Countries |
.5 |
-1.5 |
0.0 |
12.0 |
6.4 |
5.3 |
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.