The Numbers

Last
week, Bonds increased while U.S. Stocks and Foreign Stocks decreased. 
During the last 12 months, BONDS outperformed STOCKS.   

Returns
through 12-16-2011

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds-
BarCap  Aggregate Index

    
.6

    
7.7

  
8.9

  
7.1

  
6.4

   
5.8

US
Stocks-Standard & Poor’s 500

  -2.8

  
-1.0

    
.2

  12.7

  -1.0

   
2.8

Foreign
Stocks- MS EAFE Developed Countries

  -4.0

  -17.3

-15.6

   
4.0

 -7.8

   
2.1

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.

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