Last week, Bonds and U.S. Stocks increased. Foreign stocks decreased. During the last 12 months, BONDS outperformed STOCKS.
Returns through 6-10-2016 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
Bonds- BarCap Aggregate Index |
.4 |
4.5 |
5.8 |
3.5 |
3.5 |
5.0 |
US Stocks-Standard & Poor’s 500 |
.5 |
4.5 |
4.0 |
11.1 |
12.8 |
7.7 |
Foreign Stocks- MS EAFE Developed Countries |
-1.7 |
-2.6 |
-10.8 |
1.7 |
2.6 |
2.2 |
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.