Last week, US Stocks and Foreign stocks decreased and Bonds increased. During the last 12 months, U.S. STOCKS outperformed BONDS.
Returns through 5-20-2011 | 1-week | Y-T-D | 1-Year | 3-Years | 5-Years | 10-Years |
Bonds- BarCap Aggregate Index | .2 | 2.5 | 5.0 | 5.9 | 6.5 | 5.8 |
US Stocks-Standard & Poor’s 500 | -.3 | 5.6 | 21.5 | -4.6 | -1.7 | .7 |
Foreign Stocks- MS EAFE Developed Countries | -.9 | 2.7 | 26.0 | – 8.0 | -1.5 | 2.3 |
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.