Last week, US Stocks, Foreign Stocks and Bonds all increased. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 9-2-2016 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.2 |
5.7 |
5.8 |
4.3 |
3.1 |
4.9 |
|
US Stocks-Standard & Poor’s 500 |
.6 |
8.3 |
14.3 |
12.5 |
15.6 |
7.5 |
|
Foreign Stocks- MS EAFE Developed Countries |
.5 |
2.0 |
4.1 |
2.5 |
5.8 |
1.8 |
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.