Last week, U.S. Stocks and Foreign Stocks increased, but Bonds declined. During the last 12 months, STOCKS outperformed BONDS (this represents a change).
Returns through 11-11-2016 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
Bonds- BarCap Aggregate Index |
-1.5 |
3.6 |
3.7 |
3.3 |
2.6 |
4.5 |
US Stocks-Standard & Poor’s 500 |
3.9 |
7.9 |
6.6 |
9.2 |
13.8 |
6.9 |
Foreign Stocks- MS EAFE Developed Countries |
.1 |
-1.8 |
-3.1 |
-1.4 |
5.3 |
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.