Last week, U.S. Stocks and Foreign Stocks increased; however, Bonds decreased. During the last 12 months, STOCKS outperformed BONDS.
Returns through 2-16-2018 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
Bonds- BarCap Aggregate Index |
-.2 |
-2.1 |
1.0 |
1.2 |
1.8 |
3.7 |
US Stocks-Standard & Poor’s 500 |
4.3 |
2.5 |
18.7 |
11.5 |
14.8 |
9.6 |
Foreign Stocks- MS EAFE Developed Countries |
4.3 |
1.4 |
21.1 |
6.9 |
7.4 |
3.3 |
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.