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The Numbers

January 13, 2016 | Weekly Commentary

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

Returns through 1-8-2016                                               1-week        Y-T-D        1-Year       3-Year     5-Year     10-Year
Bonds- BarCAp Aggregate Index                                         .6               .6                 .5              1.8            3.9            4.6
US Stock-Standard & Poor’s 500                                     -5.9            -5.9             -4.8           12.0          10.9            6.3
Forgein Stocks- MS EAFE Developed Countries          -6.1             -6.1             -4.7             2.4            2.5             1.9

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.

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