Last week, U.S. Stocks increased, Foreign Stocks decreased, and Bonds remained unchanged. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 2-23-2018 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
0.0 |
-2.1 |
.7 |
1.2 |
1.8 |
3.7 |
|
US Stocks-Standard & Poor’s 500 |
.6 |
3.0 |
18.5 |
11.5 |
15.0 |
9.7 |
|
Foreign Stocks- MS EAFE Developed Countries |
-.4 |
.9 |
20.1 |
6.1 |
7.3 |
3.1 |
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.