Last week, U.S. Stocks increased. Foreign Stocks and Bonds declined. During the last 12 months, STOCKS outperformed BONDS.
|
Returns through 11-6-2015 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
-.8 |
.3 |
1.3 |
1.5 |
2.8 |
4.7 |
|
US Stocks-Standard & Poor’s 500 |
1.0 |
3.8 |
5.5 |
16.1 |
13.8 |
7.9 |
|
Foreign Stocks- MS EAFE Developed Countries |
-.1.5 |
.6 |
-.9 |
7.3 |
3.8 |
3.8 |
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.