Last week, U.S. Stocks, Foreign Stocks and Bonds all increased. During the last 12 months, BONDS outperformed STOCKS.
|
Returns through 4-15-2016 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.1 |
3.5 |
2.1 |
2.4 |
3.8 |
5.0 |
|
US Stocks-Standard & Poor’s 500 |
1.6 |
2.5 |
1.0 |
12.6 |
11.9 |
7.2 |
|
Foreign Stocks- MS EAFE Developed Countries |
3.6 |
-1.0 |
-9.2 |
2.1 |
2.5 |
2.0 |
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.