Last week, Foreign Stocks and Bonds increased. And U.S. Stocks declined. During the last 12 months, BONDS outperformed STOCKS – A CHANGE.
|
Returns through 4-8-2016 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.4 |
3.4 |
2.0 |
2.4 |
3.9 |
5.0 |
|
US Stocks-Standard & Poor’s 500 |
-1.1 |
.8 |
.5 |
11.7 |
11.4 |
6.9 |
|
Foreign Stocks- MS EAFE Developed Countries |
.6 |
-4.5 |
-11.8 |
1.8 |
1.5 |
1.5 |
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.