Last week, Bonds, U.S. Stocks and Foreign Stocks both increased. Bonds declined. During the last 12 months, STOCKS outperformed BONDS (a change).
|
Returns through 10-9-2015 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
-.3 |
1.2 |
2.0 |
1.8 |
3.0 |
4.6 |
|
US Stocks-Standard & Poor’s 500 |
3.3 |
-.5 |
6.7 |
14.2 |
14.0 |
7.6 |
|
Foreign Stocks- MS EAFE Developed Countries |
5.4 |
1.3 |
.9 |
7.9 |
4.7 |
3.9 |
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.