Last week, U.S. Stocks and Foreign Stocks declined. Bonds were unchanged. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 6-13-2014 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
0.0 |
3.3 |
2.5 |
3.3 |
5.0 |
5.0 |
|
US Stocks-Standard & Poor’s 500 |
-.6 |
5.7 |
20.8 |
17.6 |
17.7 |
7.7 |
|
Foreign Stocks- MS EAFE Developed Countries |
-.3 |
2.7 |
17.3 |
5.7 |
7.9 |
4.1 |
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.