During last week, Foreign Stocks and Bonds advanced and U.S. Stocks declined. Bonds were unchanged. During the last 12 months, U.S. STOCKS outperformed BONDS.
|
Returns through 1-28-2011 |
1-week |
Y-T-D |
1-Year |
3-Years |
5-Years |
10-Years |
|
Bonds- BarCap Aggregate Index |
.4 |
0.1 |
5.3 |
5.5 |
5.8 |
5.7 |
|
US Stocks-Standard & Poor’s 500 |
-.5 |
1.6 |
20.1 |
.3 |
2.0 |
1.3 |
|
Foreign Stocks- MS EAFE Developed Countries |
.4 |
2.2 |
11.7 |
– 5.6 |
– .9 |
1.4 |
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. Assumes dividends are not reinvested.