Last week, U.S. Stocks and Bonds increased. Foreign Stocks were unchanged. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 3-31-2017 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.1 |
.8 |
.4 |
2.7 |
2.3 |
4.3 |
|
US Stocks-Standard & Poor’s 500 |
.8 |
6.1 |
17.2 |
10.4 |
13.3 |
7.5 |
|
Foreign Stocks- MS EAFE Developed Countries |
0.0 |
7.2 |
11.7 |
.5 |
5.8 |
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.