Last week, Bonds and Foreign Stocks increased but U.S. Stocks declined. During the last 12 months, BONDS outperformed STOCKS.
|
Returns through 9-18-2015 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.3 |
1.0 |
3.3 |
1.8 |
3.2 |
4.6 |
|
US Stocks-Standard & Poor’s 500 |
-.1 |
-3.5 |
-.6 |
12.7 |
14.1 |
6.9 |
|
Foreign Stocks- MS EAFE Developed Countries |
.6 |
-1.4 |
-7.8 |
6.2 |
5.4 |
3.5 |
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.