Last week, Bonds increased and U.S. Stocks and Foreign Stocks declined. During the last 12 months, BONDS outperformed STOCKS.
|
Returns through 5-6-2016 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.2 |
3.6 |
3.8 |
2.5 |
3.5 |
5.0 |
|
US Stocks-Standard & Poor’s 500 |
-.3 |
1.4 |
1.0 |
10.7 |
11.3 |
6.7 |
|
Foreign Stocks- MS EAFE Developed Countries |
-3.0 |
-3.3 |
-11.8 |
.6 |
1.5 |
1.0 |
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.