The Numbers

Last week, Bonds increased. But U.S. Stocks and Foreign Stocks decreased. During the last 12 months, BONDS outperformed STOCK (this represents a change).

Returns through 11-4-2016

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

.2

5.2

4.9

3.6

2.7

4.7

US Stocks-Standard & Poor’s 500

-1.9

3.9

1.4

7.9

13.1

6.6

Foreign Stocks- MS EAFE Developed Countries

-1.6

-1.9

-4.1

-1.6

5.2

1.1

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.

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