Last week, Bonds increased while U.S. Stocks and Foreign Stocks declined. During the last 12 months, STOCKS outperformed BONDS
|
Returns through 8-7-2015 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.1 |
.6 |
2.4 |
1.7 |
3.2 |
4.7 |
|
US Stocks-Standard & Poor’s 500 |
-1.2 |
2.1 |
11.0 |
16.5 |
15.5 |
7.7 |
|
Foreign Stocks- MS EAFE Developed Countries |
-.5 |
7.1 |
1.7 |
11.1 |
7.2 |
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.