Last week, U.S. Stocks increased but Foreign Stocks and Bonds decreased. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 5-22-2015 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
-.5 |
.4 |
2.9 |
2.2 |
3.7 |
4.6 |
|
US Stocks-Standard & Poor’s 500 |
.2 |
4.1 |
14.6 |
19.8 |
16.8 |
8.2 |
|
Foreign Stocks- MS EAFE Developed Countries |
-.5 |
10.7 |
2.4 |
15.9 |
11.4 |
5.7 |
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.