U.S. Stocks and Foreign stocks declined but Bonds rose. During the last 12 months, STOCKS have substantially outperformed bonds.
The Numbers
Returns through 5-07-2010 1-week Y-T-D 1-Year 3-Years 5-Years 10-Years
Bonds- BarCap
Aggregate Index 0.5 3.3 8.7 6.5 5.5 6.6
US Stocks-
Standard & Poor’s 500 -6.3 0.3 25.0 – 7.7 1.0 -0.7
Foreign Stocks-
MS EAFE Developed
Countries -10.3 -12.0 11.7 -15.1 -1.3 -1.7
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.