Last week, US Stocks and Foreign stocks fell sharply. Bonds increased. During the last 12 months, U.S. STOCKS outperformed BONDS.
Returns through 2-25-2011 | 1-week | Y-T-D | 1-Year | 3-Years | 5-Years | 10-Years |
Bonds- BarCap Aggregate Index | 0.7 | .2 | 5.0 | 5.9 | 5.8 | 5.7 |
US Stocks-Standard & Poor’s 500 | -1.8 | 5.3 | 18.9 | -4.7 | -1.5 | 1.1 |
Foreign Stocks- MS EAFE Developed Countries | -1.6 | 4.4 | 17.5 | – 5.6 | -.5 | 2.4 |
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.