Last week, U.S. Stocks and Foreign Stocks both decreased. Bonds increased. During the last 12 months, BONDS outperformed STOCKS.
|
Returns through 1-8-2016 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.6 |
.6 |
.5 |
1.8 |
3.9 |
4.6 |
|
US Stocks-Standard & Poor’s 500 |
-5.9 |
-5.9 |
-4.8 |
12.0 |
10.9 |
6.3 |
|
Foreign Stocks- MS EAFE Developed Countries |
-6.1 |
-6.1 |
-4.7 |
2.4 |
2.5 |
1.9 |
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.