Last week, Bonds increased but Foreign Stocks and U.S. Stocks declined. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 3-13-2015 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.5 |
.7 |
4.6 |
2.7 |
4.2 |
4.8 |
|
US Stocks-Standard & Poor’s 500 |
-.8 |
.2 |
13.5 |
16.2 |
14.7 |
7.6 |
|
Foreign Stocks- MS EAFE Developed Countries |
-1.7 |
2.7 |
-1.7 |
8.3 |
5.9 |
4.3 |
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.