Last week, U.S. Stocks and Bonds increased and Foreign Stocks declined. During the last 12 months, STOCKS outperformed BONDS – A CHANGE.
|
Returns through 4-1-2016 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.6 |
3.0 |
1.6 |
2.4 |
3.8 |
4.8 |
|
US Stocks-Standard & Poor’s 500 |
1.8 |
2.0 |
2.8 |
12.2 |
11.6 |
7.1 |
|
Foreign Stocks- MS EAFE Developed Countries |
-.2 |
-5.1 |
-10.4 |
1.6 |
1.8 |
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.