Last week, Bonds increased. US Stocks and Foreign Stocks declined. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 12-12-2014 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.7 |
6.0 |
5.9 |
2.9 |
4.3 |
4.7 |
|
US Stocks-Standard & Poor’s 500 |
-3.5 |
10.5 |
15.1 |
20.0 |
15.0 |
7.6 |
|
Foreign Stocks- MS EAFE Developed Countries |
-3.5 |
-5.4 |
-.5 |
11.1 |
5.5 |
4.9 |
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.