The Numbers

Posted on November 2, 2015 by The Weekly Commentary

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

Returns through 10-30-2015	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	-.3	1.1	2.0	1.6	3.0	4.7
US Stocks-Standard & Poor’s 500	.2	2.7	5.2	16.2	14.3	7.9
Foreign Stocks- MS EAFE Developed Countries	-.3	2.1	0.0	8.0	4.8	4.8

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.

The Numbers

Posted on October 28, 2015 by The Weekly Commentary

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

Returns through 10-23-2015	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	-.1	1.5	2.1	1.8	3.1	4.7
US Stocks-Standard & Poor’s 500	2.1	2.4	8.6	16.1	14.3	8.1
Foreign Stocks- MS EAFE Developed Countries	.8	2.4	2.6	8.2	4.9	4.3

The Numbers

Posted on October 21, 2015 by The Weekly Commentary

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

Returns through 10-16-2015	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	.4	1.6	1.8	1.8	3.2	4.7
US Stocks-Standard & Poor’s 500	.9	.4	11.5	14.2	14.0	7.8
Foreign Stocks- MS EAFE Developed Countries	.3	1.6	5.4	7.4	4.5	3.9

The Numbers

Posted on October 13, 2015 by The Weekly Commentary

Last week, Bonds, U.S. Stocks and Foreign Stocks both increased. Bonds declined. During the last 12 months, STOCKS outperformed BONDS (a change).

Returns through 10-9-2015	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	-.3	1.2	2.0	1.8	3.0	4.6
US Stocks-Standard & Poor’s 500	3.3	-.5	6.7	14.2	14.0	7.6
Foreign Stocks- MS EAFE Developed Countries	5.4	1.3	.9	7.9	4.7	3.9

The Numbers

Posted on September 29, 2015 by The Weekly Commentary

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

Returns through 9-25-2015	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	-.2	.8	2.5	1.6	3.1	4.6
US Stocks-Standard & Poor’s 500	-1.3	-4.8	-.3	12.6	13.3	6.9
Foreign Stocks- MS EAFE Developed Countries	-3.0	-4.5	-8.9	5.0	4.1	3.3

The Numbers

Posted on September 22, 2015 by The Weekly Commentary

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

Returns through 9-18-2015	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	.3	1.0	3.3	1.8	3.2	4.6
US Stocks-Standard & Poor’s 500	-.1	-3.5	-.6	12.7	14.1	6.9
Foreign Stocks- MS EAFE Developed Countries	.6	-1.4	-7.8	6.2	5.4	3.5

The Numbers

Posted on September 14, 2015 by The Weekly Commentary

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

Returns through 9-11-2015	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	-.1	.7	2.6	1.7	3.2	4.5
US Stocks-Standard & Poor’s 500	2.1	-3.3	-.2	13.4	14.4	6.9
Foreign Stocks- MS EAFE Developed Countries	2.1	-2.0	-8.1	6.7	5.6	3.4

The Numbers

Posted on September 9, 2015 by The Weekly Commentary

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

Returns through 9-4-2015	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	.3	.8	2.3	1.6	3.2	4.5
US Stocks-Standard & Poor’s 500	-3.4	-5.4	-1.8	13.4	14.1	6.9
Foreign Stocks- MS EAFE Developed Countries	-4.4	-4.0	-11.4	7.4	5.4	3.3

The Numbers

Posted on August 24, 2015 by The Weekly Commentary

Last week, Bonds increased but U.S. Stocks and Foreign Stocks declined. During the last 12 months, BONDS outperformed STOCKS (the first such situation in several years).

Returns through 8-21-2015	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	.6	1.1	2.6	2.1	3.2	4.6
US Stocks-Standard & Poor’s 500	-5.7	-3.0	1.0	14.1	15.4	7.2
Foreign Stocks- MS EAFE Developed Countries	-4.5	.9	-6.4	8.2	7.2	4.1

The Numbers

Posted on August 12, 2015 by The Weekly Commentary

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

Returns through 8-7-2015	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	.1	.6	2.4	1.7	3.2	4.7
US Stocks-Standard & Poor’s 500	-1.2	2.1	11.0	16.5	15.5	7.7
Foreign Stocks- MS EAFE Developed Countries	-.5	7.1	1.7	11.1	7.2	5.1

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The Weekly Commentary

Observations of the current state of the stock and bond markets

Category Archives: the numbers

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