Last week, U.S. Stocks, Foreign Stocks and Bonds all increased. During the last 12 months, BONDS outperformed STOCKS.
|
Returns through 7-1-2016 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.8 |
5.5 |
6.6 |
4.1 |
3.8 |
5.2 |
|
US Stocks-Standard & Poor’s 500 |
3.3 |
4.1 |
3.5 |
11.5 |
11.8 |
7.4 |
|
Foreign Stocks- MS EAFE Developed Countries |
3.5 |
-3.7 |
-10.1 |
2.0 |
1.7 |
1.6 |
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.