Last week, Bonds increased. U.S. Stocks and Foreign stocks decreased. During the last 12 months, BONDS outperformed STOCKS.
Returns through 6-17-2016 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
Bonds- BarCap Aggregate Index |
.1 |
4.5 |
5.1 |
3.3 |
3.3 |
5.1 |
US Stocks-Standard & Poor’s 500 |
-1.1 |
2.4 |
.8 |
.8 |
10.4 |
7.4 |
Foreign Stocks- MS EAFE Developed Countries |
-2.8 |
-5.3 |
-11.8 |
-11.8 |
.4 |
2.0 |
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.