The Numbers

Posted on January 21, 2014 by The Weekly Commentary

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

Returns through 1-17-2014

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

    .1

   .9

– .8

3.5

4.6

4.5

US Stocks-Standard & Poor’s 500

-.2

-.5

26.8

14.9

19.3

7.1

Foreign Stocks- MS EAFE Developed Countries

   .5

   .2

16.0

4.4

10.7

3.9

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 December 30, 2013 by The Weekly Commentary

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

Returns through 12-27-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

-.4

-2.1

-2.2

3.4

4.4

4.5

US Stocks-Standard & Poor’s 500

1.3

31.9

32.6

16.0

18.7

7.5

Foreign Stocks- MS EAFE Developed Countries

2.3

19.0

18.5

5.1

9.5

4.2

The Numbers

Posted on December 9, 2013 by The Weekly Commentary

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

Returns through 12-6-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

-.5

-2.0

-2.2

3.0

5.0

4.6

US Stocks-Standard & Poor’s 500

.1

29.1

30.4

16.3

18.1

7.6

Foreign Stocks- MS EAFE Developed Countries

-2.2

17.8

17.8

4.7

11.1

4.2

The Numbers

Posted on December 3, 2013 by The Weekly Commentary

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

Returns through 11-29-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

    .1

-1.5

-1.6

3.0

5.3

4.7

US Stocks-Standard & Poor’s 500

    .4

29.1

30.3

17.7

17.6

7.7

Foreign Stocks- MS EAFE Developed Countries

    .8

17.8

21.4

7.2

10.1

4.7

The Numbers

Posted on November 25, 2013 by The Weekly Commentary

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

Returns through 11-22-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

   -.1

-1.5

-1.4

3.0

5.6

4.6

US Stocks-Standard & Poor’s 500

    .4

29.0

32.6

17.1

20.3

7.9

Foreign Stocks- MS EAFE Developed Countries

   -.1

16.8

22.9

5.0

12.4

4.8

The Numbers

Posted on November 19, 2013 by The Weekly Commentary

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

Returns through 11-15-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

.4

-1.5

-1.6

3.2

5.6

4.7

US Stocks-Standard & Poor’s 500

1.6

28.5

35.8

17.0

18.1

7.7

Foreign Stocks- MS EAFE Developed Countries

1.6

16.9

26.7

4.8

10.0

4.6

The Numbers

Posted on November 11, 2013 by The Weekly Commentary

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

Returns through 11-8-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

-.5

-1.9

-2.1

2.7

5.6

4.8

US Stocks-Standard & Poor’s 500

.6

26.4

31.4

15.6

16.3

7.5

Foreign Stocks- MS EAFE Developed Countries

-.8

15.0

22.7

3.5

8.2

4.6

The Numbers

Posted on November 5, 2013 by The Weekly Commentary

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

Returns through 11-1-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

-.4

-1.4

-1.2

2.9

6.0

4.8

US Stocks-Standard & Poor’s 500

.1

25.7

26.2

16.6

15.2

7.5

Foreign Stocks- MS EAFE Developed Countries

-1.5

15.9

21.3

4.7

8.4

4.7

The Numbers

Posted on October 30, 2013 by The Weekly Commentary

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

LAST WEEK -Here is a look the cause of the volatility created this week by hedge funds, institutions, and those we call “traders.”

Returns through 10-18-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

0.4

-1.0

-.9

3.0

5.9

4.8

US Stocks-Standard & Poor’s 500

1.0

25.7

27.6

16.7

15.9

7.5

Foreign Stocks- MS EAFE Developed Countries

.4

17.9

24.3

5.4

11.2

4.9

The Numbers

Posted on October 22, 2013 by The Weekly Commentary

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

LAST WEEK -Here is a look the cause of the volatility created this week by hedge funds, institutions, and those we call “traders”.

Returns through 10-18-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

0.6

-1.4

-.9

2.9

5.9

4.8

US Stocks-Standard & Poor’s 500

2.4

24.4

22.4

16.2

15.7

7.5

Foreign Stocks- MS EAFE Developed Countries

2.8

17.1

20.1

4.8

8.3

4.7

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The Weekly Commentary

Observations of the current state of the stock and bond markets

Category Archives: the numbers

The Numbers

The Numbers

The Numbers

The Numbers

The Numbers

The Numbers

The Numbers

The Numbers

The Numbers

The Numbers

Returns through 1-17-2014	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	.1	.9	– .8	3.5	4.6	4.5
US Stocks-Standard & Poor’s 500	-.2	-.5	26.8	14.9	19.3	7.1
Foreign Stocks- MS EAFE Developed Countries	.5	.2	16.0	4.4	10.7	3.9

Returns through 12-27-2013	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	-.4	-2.1	-2.2	3.4	4.4	4.5
US Stocks-Standard & Poor’s 500	1.3	31.9	32.6	16.0	18.7	7.5
Foreign Stocks- MS EAFE Developed Countries	2.3	19.0	18.5	5.1	9.5	4.2

Returns through 12-6-2013	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	-.5	-2.0	-2.2	3.0	5.0	4.6
US Stocks-Standard & Poor’s 500	.1	29.1	30.4	16.3	18.1	7.6
Foreign Stocks- MS EAFE Developed Countries	-2.2	17.8	17.8	4.7	11.1	4.2

Returns through 11-29-2013	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	.1	-1.5	-1.6	3.0	5.3	4.7
US Stocks-Standard & Poor’s 500	.4	29.1	30.3	17.7	17.6	7.7
Foreign Stocks- MS EAFE Developed Countries	.8	17.8	21.4	7.2	10.1	4.7

Returns through 11-22-2013	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	-.1	-1.5	-1.4	3.0	5.6	4.6
US Stocks-Standard & Poor’s 500	.4	29.0	32.6	17.1	20.3	7.9
Foreign Stocks- MS EAFE Developed Countries	-.1	16.8	22.9	5.0	12.4	4.8

Returns through 11-15-2013	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	.4	-1.5	-1.6	3.2	5.6	4.7
US Stocks-Standard & Poor’s 500	1.6	28.5	35.8	17.0	18.1	7.7
Foreign Stocks- MS EAFE Developed Countries	1.6	16.9	26.7	4.8	10.0	4.6

Returns through 11-8-2013	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	-.5	-1.9	-2.1	2.7	5.6	4.8
US Stocks-Standard & Poor’s 500	.6	26.4	31.4	15.6	16.3	7.5
Foreign Stocks- MS EAFE Developed Countries	-.8	15.0	22.7	3.5	8.2	4.6

Returns through 11-1-2013	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	-.4	-1.4	-1.2	2.9	6.0	4.8
US Stocks-Standard & Poor’s 500	.1	25.7	26.2	16.6	15.2	7.5
Foreign Stocks- MS EAFE Developed Countries	-1.5	15.9	21.3	4.7	8.4	4.7

Returns through 10-18-2013	1-week	Y-T-D	1-Year	3-Years	5-Years	10-Years
Bonds- BarCap Aggregate Index	0.4	-1.0	-.9	3.0	5.9	4.8
US Stocks-Standard & Poor’s 500	1.0	25.7	27.6	16.7	15.9	7.5
Foreign Stocks- MS EAFE Developed Countries	.4	17.9	24.3	5.4	11.2	4.9