Last week, Bonds increased but U.S. Stocks and Foreign Stocks declined. During the last 12 months, BONDS outperformed STOCKS (the first such situation in several years).
|
Returns through 8-21-2015 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.6 |
1.1 |
2.6 |
2.1 |
3.2 |
4.6 |
|
US Stocks-Standard & Poor’s 500 |
-5.7 |
-3.0 |
1.0 |
14.1 |
15.4 |
7.2 |
|
Foreign Stocks- MS EAFE Developed Countries |
-4.5 |
.9 |
-6.4 |
8.2 |
7.2 |
4.1 |
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.