Last week, Foreign Stocks increased, Bonds decreased and U.S. stocks were little changed. During the last 12 months, STOCKS outperformed BONDS.
Returns through 7-28-2017 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
Bonds- BarCap Aggregate Index |
-.2 |
2.7 |
-.5 |
2.7 |
2.0 |
4.4 |
US Stocks-Standard & Poor’s 500 |
.0 |
11.6 |
16.0 |
10.8 |
14.8 |
7.7 |
Foreign Stocks- MS EAFE Developed Countries |
.5 |
17.1 |
17.8 |
2.8 |
9.1 |
1.5 |
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.