Last week, Bonds increased while U.S. Stocks and Foreign Stocks declined. U.S. Stocks were little changed. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 7-24-2015 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.3 |
.3 |
2.3 |
1.5 |
3.3 |
4.6 |
|
US Stocks-Standard & Poor’s 500 |
-2.2 |
2.1 |
6.8 |
18.3 |
16.0 |
7.6 |
|
Foreign Stocks- MS EAFE Developed Countries |
-1.5 |
6.6 |
-3.1 |
13.9 |
8.1 |
5.1 |
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.