Last week, U.S. Stocks, Foreign Stocks and Bonds all increased. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 12-23-2016 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.3 |
2.0 |
2.1 |
2.7 |
2.3 |
4.3 |
|
US Stocks-Standard & Poor’s 500 |
.3 |
13.4 |
12.5 |
9.5 |
14.8 |
7.0 |
|
Foreign Stocks- MS EAFE Developed Countries |
.1 |
.3 |
.1 |
-1.7 |
6.5 |
.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.