Last week, Bonds, U.S. Stocks and Foreign Stocks all decreased. During the last 12 months, BONDS outperformed STOCKS.
Returns through 9-25-2015 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
Bonds- BarCap Aggregate Index |
-.2 |
.8 |
2.5 |
1.6 |
3.1 |
4.6 |
US Stocks-Standard & Poor’s 500 |
-1.3 |
-4.8 |
-.3 |
12.6 |
13.3 |
6.9 |
Foreign Stocks- MS EAFE Developed Countries |
-3.0 |
-4.5 |
-8.9 |
5.0 |
4.1 |
3.3 |
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.