Last week, U.S. Stocks, Foreign Stocks and Bonds all increased. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 1-6-2017 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.2 |
.2 |
2.4 |
3.0 |
2.3 |
4.3 |
|
US Stocks-Standard & Poor’s 500 |
1.8 |
1.8 |
16.9 |
9.9 |
14.7 |
7.2 |
|
Foreign Stocks- MS EAFE Developed Countries |
1.8 |
1.8 |
6.9 |
-.6 |
7.0 |
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.