The Numbers

Last week, Bonds Increased, however, U.S. and Foreign Stocks decreased. During the last 12 months, STOCKS outperformed BONDS.   





































Returns through 1-24-2014


1-week


Y-T-D


1-Year


3-Years


5-Years


10-Years


Bonds- BarCap Aggregate Index


    .1


 1.1


 – .6


  3.7


 4.8


4.5


US Stocks-Standard & Poor’s 500


  -2.6


  -3.1


21.1


13.5


18.6


6.7


Foreign Stocks- MS EAFE Developed Countries


   -1.8


  -1.8


10.6


  2.7


10.4


3.6


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.

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