Last week, both U.S. Stocks and Foreign Stocks increased. 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 |
3.5 |
2.3 |
2.0 |
4.1 |
|
US Stocks-Standard & Poor’s 500 |
.4 |
20.7 |
20.5 |
11.1 |
15.7 |
8.2 |
|
Foreign Stocks- MS EAFE Developed Countries |
.1 |
22.2 |
22.9 |
6.0 |
7.9 |
1.4 |
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.