Last week, Foreign Stocks and U.S. Stocks and Bonds all increased. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 3-20-2015 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.8 |
1.5 |
6.0 |
3.3 |
4.3 |
4.9 |
|
US Stocks-Standard & Poor’s 500 |
2.7 |
2.9 |
14.9 |
16.9 |
15.1 |
8.1 |
|
Foreign Stocks- MS EAFE Developed Countries |
4.0 |
6.8 |
3.9 |
9.4 |
6.8 |
4.9 |
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.