Last week, U.S. Stocks and Foreign Stocks increased but Bonds decreased. During the last 12 months, STOCKS outperformed BONDS.
Returns through 1-17-2014 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
Bonds- BarCap Aggregate Index |
.1 |
.9 |
– .8 |
3.5 |
4.6 |
4.5 |
US Stocks-Standard & Poor’s 500 |
-.2 |
-.5 |
26.8 |
14.9 |
19.3 |
7.1 |
Foreign Stocks- MS EAFE Developed Countries |
.5 |
.2 |
16.0 |
4.4 |
10.7 |
3.9 |
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.