Last week, U.S. Stocks and Foreign Stocks both decreased. Bonds increased. During the last 12 months, BONDS outperformed STOCKS.
Returns through 1-15-2016 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
Bonds- BarCap Aggregate Index |
.3 |
1.0 |
-.1 |
1.8 |
3.4 |
4.6 |
US Stocks-Standard & Poor’s 500 |
-2.2 |
-7.9 |
-3.6 |
10.8 |
10.1 |
6.1 |
Foreign Stocks- MS EAFE Developed Countries |
-2.8 |
-8.8 |
-8.0 |
.7 |
1.3 |
1.6 |
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.