The Numbers

Last week, U.S. Stocks and Foreign Stocks both decreased. Bonds were unchanged. During the last 12 months, STOCKS outperformed BONDS.

Returns through 12-24-2015

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

0.0

.6

.6

1.4

3.2

4.5

US Stocks-Standard & Poor’s 500

-.8

1.4

1.4

15.1

12.6

7.3

Foreign Stocks- MS EAFE Developed Countries

-.2

-.8

-.8

5.0

3.6

3.0

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.

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