Last week, U.S. Stocks and Foreign Stocks and Bonds all increased. During the last 12 months, BONDS outperformed STOCKS.
|
Returns through 3-18-2016 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.8 |
2.4 |
1.6 |
2.4 |
3.5 |
4.8 |
|
US Stocks-Standard & Poor’s 500 |
1.4 |
.8 |
-.2 |
12.0 |
12.2 |
6.9 |
|
Foreign Stocks- MS EAFE Developed Countries |
1.0 |
-2.7 |
-7.6 |
2.1 |
3.1 |
1.8 |
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.