Last week, Foreign stocks and Bonds increased. U.S. Stocks declined. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 9-8-2017 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.5 |
3.9 |
1.0 |
2.9 |
2.3 |
4.3 |
|
US Stocks-Standard & Poor’s 500 |
-.6 |
11.5 |
15.2 |
9.5 |
13.7 |
7.7 |
|
Foreign Stocks- MS EAFE Developed Countries |
.8 |
18.5 |
15.8 |
3.4 |
8.1 |
1.8 |
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.