Last week, U.S. Stocks, Foreign Stocks and Bonds all increased. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 11-19-2015 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.1 |
.7 |
1.5 |
1.5 |
3.1 |
4.6 |
|
US Stocks-Standard & Poor’s 500 |
3.3 |
3.4 |
3.9 |
17.0 |
14.1 |
7.5 |
|
Foreign Stocks- MS EAFE Developed Countries |
2.5 |
1.3 |
-.9 |
8.1 |
4.9 |
3.8 |
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.