Last week, U.S. Stocks increased but Foreign Stocks declined. Bonds were unchanged. During the last 12 months, STOCKS outperformed BONDS.
Returns through 12-1-2017 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
Bonds- BarCap Aggregate Index |
0.0 |
3.4 |
3.9 |
2.2 |
2.0 |
4.1 |
US Stocks-Standard & Poor’s 500 |
1.6 |
20.3 |
23.1 |
11.1 |
15.7 |
8.2 |
Foreign Stocks- MS EAFE Developed Countries |
-.9 |
22.1 |
26.1 |
5.8 |
8.1 |
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.