Last week, U.S. Stocks and Foreign Stocks and Bonds all increased. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 5-15-2015 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.1 |
.9 |
3.2 |
2.3 |
3.9 |
4.7 |
|
US Stocks-Standard & Poor’s 500 |
.4 |
3.9 |
15.8 |
19.4 |
15.8 |
8.5 |
|
Foreign Stocks- MS EAFE Developed Countries |
1.4 |
11.3 |
3.2 |
14.7 |
9.7 |
5.9 |
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.