Last week, .S. Stocks increased. Foreign Stocks and Bonds declined. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 10-30-2015 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
-.3 |
1.1 |
2.0 |
1.6 |
3.0 |
4.7 |
|
US Stocks-Standard & Poor’s 500 |
.2 |
2.7 |
5.2 |
16.2 |
14.3 |
7.9 |
|
Foreign Stocks- MS EAFE Developed Countries |
-.3 |
2.1 |
0.0 |
8.0 |
4.8 |
4.8 |
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.