Last week, U.S. Stocks and Foreign Stocks increased. Bonds declined. During the last 12 months, STOCKS outperformed BONDS.
Returns through 3-3-2017 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
Bonds- BarCap Aggregate Index |
-.5 |
0.2 |
1.1 |
2.4 |
2.1 |
4.2 |
US Stocks-Standard & Poor’s 500 |
.7 |
6.8 |
22.1 |
11.1 |
14.1 |
7.9 |
Foreign Stocks- MS EAFE Developed Countries |
.5 |
4.7 |
12.1 |
.1 |
5.3 |
1.2 |
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.