Last week, U.S. Stocks and Foreign Stocks increased but Bonds decreased. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 5-8-2015 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
-.1 |
.8 |
3.6 |
2.3 |
3.9 |
4.7 |
|
US Stocks-Standard & Poor’s 500 |
.4 |
3.5 |
15.1 |
18.3 |
16.2 |
8.4 |
|
Foreign Stocks- MS EAFE Developed Countries |
.8 |
9.7 |
1.6 |
12.9 |
9.8 |
5.6 |
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.