Last week, Foreign Stocks and U.S. Stocks and Bonds all increased. During the last 12 months, STOCKS outperformed BONDS.
Returns through 4-3-2015 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
Bonds- BarCap Aggregate Index |
.6 |
1.7 |
6.2 |
3.1 |
4.6 |
4.9 |
US Stocks-Standard & Poor’s 500 |
.6 |
.9 |
11.6 |
15.8 |
14.3 |
8.1 |
Foreign Stocks- MS EAFE Developed Countries |
.2 |
6.3 |
-.1 |
9.4 |
6.2 |
5.1 |
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.