Last week, US Stocks, Foreign Stocks, and Bonds all declined. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 10-7-2016 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
-.5 |
5.3 |
4.4 |
3.8 |
3.1 |
4.8 |
|
US Stocks-Standard & Poor’s 500 |
-.6 |
7.2 |
10.3 |
11.1 |
15.7 |
7.1 |
|
Foreign Stocks- MS EAFE Developed Countries |
-.8 |
.9 |
.5 |
.5 |
6.8 |
1.7 |
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.