The Numbers

 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


   .8


-2.7


-1.9


  3.4


 5.1


4.5


US Stocks-Standard & Poor’s 500


 3.0


19.2


28.7


18.4


 8.6


7.5


Foreign Stocks- MS EAFE Developed Countries


 3.8


  6.7


23.5


  6.5


-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

Last week, U.S. Stocks, Foreign
Stocks and Bonds 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

 .3

-2.4

   -.7

  3.5

 5.2

4.5

US Stocks-Standard & Poor’s 500

 .9

13.8

20.6

18.4

 7.0

7.3

Foreign Stocks- MS EAFE Developed Countries

 ..8

  2.2

15.1

  6.7

-3.6

4.8

Source: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and c
annot be invested into directly. Three, five and ten year returns are annualized excluding dividends.

The Numbers


Last week, Foreign Stocks and Bonds increased.  U.S. Stocks declined.  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


-1.0


.9


4.5


5.8


4.6


US Stocks-Standard & Poor’s 500


 -1.0


15.2


25.2


16.8


6.0


7.3


Foreign Stocks- MS EAFE Developed Countries


 .4


5.3


24.2


6.6


-3.5


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

Last week, U.S. Stocks and Foreign stocks increased.  Bond 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


 -.2


0.0


2.2


5.0


5.5


4.8


US Stocks-Standard & Poor’s 500


 2.1


17.9


30.7


16.1


5.5


8.0


Foreign Stocks- MS EAFE Developed Countries


 .3


10.0


27.9


8.1


-4.3


5.9


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

Last week, U.S. Stocks and Foreign stocks increased.  Bond 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 4-19-2013


1-week


Y-T-D


1-Year


3-Years


5-Years


10-Years


Bonds- BarCap Aggregate Index


 -.4


.2


2.8


5.2


5.2


4.9


US Stocks-Standard & Poor’s 500


 1.3


15.4


23.1


14.6


5.6


7.9


Foreign Stocks- MS EAFE Developed Countries


 .5


9.7


21.6


6.2


-3.8


6.1


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

 Last week, U.S. Stocks and Foreign stocks increased.  Bond 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 4-19-2013


1-week


Y-T-D


1-Year


3-Years


5-Years


10-Years


Bonds- BarCap Aggregate Index


 -.3


.6


3.3


5.5


5.7


5.0


US Stocks-Standard & Poor’s 500


 2.1


13.9


18.7


12.7


5.0


7.8


Foreign Stocks- MS EAFE Developed Countries


 1.2


9.1


16.4


4.4


-4.1


6.2


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 This Week

Foreign Stocks and Bonds both increased this week while U.S. Stocks were little changed.  During the last 12 months, STOCKS have substantially outperformed bonds

Returns through 7-30-2010

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap  Aggregate Index

.5

6.5

8.9

7.6

6.0

6.5

US Stocks-Standard & Poor’s 500

-.1

–  .1

13.8

–  6.8

–  .2

 – .8

Foreign Stocks- MS EAFE
Developed Countries

1.5

– 6.7

3.5

-12.8

 –  .6

–  .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.  Assumes dividends are not reinvested.

The Numbers

U.S. Stocks and Foreign stocks both increased this week while bonds were little changed.  During the last 12 months, STOCKS have substantially outperformed bonds. 

Returns through 7-9-2010

1-week

Y-T-D

1-Year

3-Years

5-Years

10-Years

Bonds- BarCap  Aggregate Index

-.1

5.3

8.3

7.8

5.6

6.4

US Stocks-Standard & Poor’s 500

4.2

-3.0

24.2

– 9.2

–  .4

-1.4

Foreign Stocks- MS EAFE Developed Countries

5.4

-10.8

12.7

-15.0

–  .7

-1.8

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.  Assumes dividends are not reinvested.