Category Archives: the numbers

The Numbers

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Last
week, Bonds increased, U.S. Stocks decreased, and Foreign Stocks were
unchanged.  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 10-4-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

  -.1

-2.0

-1.7

  2.8

 5.3

4.7

US Stocks-Standard & Poor’s 500

  0.0

20.5

18.3

16.6

11.4

7.3

Foreign Stocks- MS EAFE Developed Countries

  -.7

 12.5

16.8

  3.8

 4.8

4.5

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 by

Last week, Bonds increased, U.S. Stocks decreased, and Foreign Stocks were unchanged.  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 9-27-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

    .5

-2.0

-1.8

  3.0

 5.3

4.6

US Stocks-Standard & Poor’s 500

 -1.3

21.0

21.2

16.4

 9.4

7.7

Foreign Stocks- MS EAFE Developed Countries

  0.0

 14.4

20.3

  5.4

 1.9

5.2

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 by

Last week, U.S. Stocks, 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 9-13-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

    .3

-3.3

-2.6

  2.6

 4.6

4.6

US Stocks-Standard & Poor’s 500

  2.0

20.2

18.2

17.1

 8.6

7.4

Foreign Stocks- MS EAFE Developed Countries

  2.4

 11.4

16.7

  5.5

  .9

4.9

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 by

Last week, U.S. Stocks increased, Foreign Stocks
decreased, and Bonds were unchanged.  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 9-6-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

  -.9

-3.6

-2.5

  2.5

 4.6

4.6

US Stocks-Standard & Poor’s 500

  1.4

17.8

18.2

16.9

 8.3

7.1

Foreign Stocks- MS EAFE Developed Countries

  2.7

  8.7

17.5

  5.2

  .8

4.7

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 excluding dividends.

 

The Numbers

Posted on by

Last week, U.S. Stocks increased, Foreign Stocks
decreased, and Bonds were unchanged.  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 8-23-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap Aggregate Index

 0.0

-3.2

-2.5

  2.5

 4.9

4.7

US Stocks-Standard & Poor’s 500

   .5

18.3

21.3

18.5

 7.6

7.5

Foreign Stocks- MS EAFE Developed Countries

   -.6

  9.4

17.3

  6.9

 -.4

5.1

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

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Last week, U.S. Stocks, Foreign Stocks, and Bonds all decreased.  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 8-16-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years


Bonds- BarCap Aggregate Index

 -1.1

 3.3

-1.8

  2.5

 5.0

4.8


US Stocks-Standard & Poor’s 500

 -2.0

17.7

19.6

17.8

 7.4

7.4


Foreign Stocks- MS EAFE Developed Countries

   -.1

 10.1

19.0

  6.6

 -.4

5.1


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

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Last week, Bonds and Foreign Stocks increased, and U.S. Stocks  decreased.  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 8-9-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years


Bonds- BarCap Aggregate Index

   .1

-2.2

-1.3

  3.2

 5.2

4.8


US Stocks-Standard & Poor’s 500

 -1.0

20.1

23.3

17.0

 7.8

7.8


Foreign Stocks- MS EAFE Developed Countries

    .3

 10.2

19.7

  5.0

 -.9

5.4


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.


 

The Numbers

Posted on by


Last week, U.S. Stocks and Foreign Stocks increased, and Bonds decreased.  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 5-17-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years


Bonds- BarCap Aggregate Index

  -.1

-2.3

-1.9

  3.3

 5.2

4.9


US Stocks-Standard & Poor’s 500

  1.1

21.3

28.1

17.4

 8.7

7.9


Foreign Stocks- MS EAFE Developed Countries

  1.4

  9.9

24.4

  5.1

-1.2

5.4


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.


 

The Numbers

Posted on by

Last week, Foreign Stocks increased, Bonds decreased, and U.S. Stocks were little changed.  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 5-17-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years


Bonds- BarCap Aggregate Index

  -.2

-2.2

-1.9

  3.4

 5.4

4.7


US Stocks-Standard & Poor’s 500

  0.0

20.0

27.2

17.4

 8.5

7.6


Foreign Stocks- MS EAFE Developed Countries

    .3

  8.4

23.0

  5.8

-1.8

5.1



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 by


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 5-17-2013

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years


Bonds- BarCap Aggregate Index

   .7

-2.0

-1.4

  3.5

 5.5

4.7


US Stocks-Standard & Poor’s 500

   .7

20.0

25.7

19.0

 8.5

7.6


Foreign Stocks- MS EAFE Developed Countries

 1.3

  8.1

20.8

  6.8

-1.8

5.4



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.