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The Numbers

January 4, 2018 | Weekly Commentary

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

Returns through 12-22-2017                                           1-week        Y-T-D        1-Year       3-Year     5-Year     10-Year
Bonds- BarCAp Aggregate Index                                        .5               3.5               3.5             2.2           2.1             4.0
US Stock-Standard & Poor’s 500                                      -.3             21.8             21.8            11.4          15.8            8.5
Forgein Stocks- MS EAFE Developed Countries             .9             23.0            23.0             7.8           7.9             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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