The Numbers

Posted on December 30, 2013 by The Weekly Commentary

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

Returns through 12-27-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

-.4

-2.1

-2.2

3.4

4.4

4.5

US Stocks-Standard & Poor’s 500

1.3

31.9

32.6

16.0

18.7

7.5

Foreign Stocks- MS EAFE Developed Countries

2.3

19.0

18.5

5.1

9.5

4.2

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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Returns through 12-27-2013	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	-.4	-2.1	-2.2	3.4	4.4	4.5
US Stocks-Standard & Poor’s 500	1.3	31.9	32.6	16.0	18.7	7.5
Foreign Stocks- MS EAFE Developed Countries	2.3	19.0	18.5	5.1	9.5	4.2