Last week, U.S. Stocks and Foreign Stocks increased, and Bonds declined. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 3-9-2018 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
-.1 |
-2.2 |
1.7 |
1.4 |
1.8 |
3.7 |
|
US Stocks-Standard & Poor’s 500 |
3.5 |
1.7 |
20.2 |
12.6 |
14.8 |
10.3 |
|
Foreign Stocks- MS EAFE Developed Countries |
1.9 |
-.1 |
19.9 |
6.4 |
6.7 |
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.