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The Numbers

July 14, 2015 | Weekly Commentary

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

Returns through 7-10-2015                                              1-week        Y-T-D        1-Year       3-Year     5-Year     10-Year
Bonds- BarCAp Aggregate Index                                        -.1              -.4                1.7              1.4            3.3            4.4
US Stock-Standard & Poor’s 500                                       0.0              1.9               7.9            18.2          16.4            7.8
Forgein Stocks- MS EAFE Developed Countries            0.2              6.1             -2.3             12.6           8.6            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.

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