Last week, U.S. Stocks and Foreign Stocks increased. Bonds declined. During the last 12 months, STOCKS outperformed BONDS.
Returns through 9-5-2014 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
Bonds- BarCap Aggregate Index |
– .4 |
4.3 |
6.3 |
2.5 |
4.4 |
4.7 |
US Stocks-Standard & Poor’s 500 |
.3 |
9.8 |
23.4 |
21.7 |
16.7 |
8.3 |
Foreign Stocks- MS EAFE Developed Countries |
.1 |
2.2 |
12.9 |
13.0 |
7.8 |
6.8 |
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.