Last week, U.S. Stocks and Foreign Stocks increased. And, Bonds declined. During the last 12 months, STOCKS outperformed BONDS.
Returns through 10-23-2015 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
Bonds- BarCap Aggregate Index |
-.1 |
1.5 |
2.1 |
1.8 |
3.1 |
4.7 |
US Stocks-Standard & Poor’s 500 |
2.1 |
2.4 |
8.6 |
16.1 |
14.3 |
8.1 |
Foreign Stocks- MS EAFE Developed Countries |
.8 |
2.4 |
2.6 |
8.2 |
4.9 |
4.3 |
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.