Last week, U.S. Stocks and Foreign Stocks increased. Bonds decreased. During the last 12 months, BONDS outperformed STOCKS.
|
Returns through 3-11-2016 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
-.1 |
1.6 |
1.5 |
2.2 |
3.5 |
4.7 |
|
US Stocks-Standard & Poor’s 500 |
1.2 |
– .6 |
1.3 |
11.4 |
11.5 |
6.9 |
|
Foreign Stocks- MS EAFE Developed Countries |
1.0 |
-3.7 |
-6.6 |
1.7 |
2.4 |
2.1 |
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.