Last week, U.S. Stocks and Foreign Stocks increased but Bonds declined. During the last 12 months, BONDS outperformed STOCKS.
|
Returns through 9-11-2015 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
-.1 |
.7 |
2.6 |
1.7 |
3.2 |
4.5 |
|
US Stocks-Standard & Poor’s 500 |
2.1 |
-3.3 |
-.2 |
13.4 |
14.4 |
6.9 |
|
Foreign Stocks- MS EAFE Developed Countries |
2.1 |
-2.0 |
-8.1 |
6.7 |
5.6 |
3.4 |
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.