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The Numbers

July 28, 2015 | Weekly Commentary

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

Returns through 7-24-2015                                              1-week        Y-T-D        1-Year       3-Year     5-Year     10-Year
Bonds- BarCAp Aggregate Index                                          .3                .3                2.3              1.5            3.3            4.6
US Stock-Standard & Poor’s 500                                      -2.2              2.1               6.8            18.3          16.0            7.6
Forgein Stocks- MS EAFE Developed Countries            -1.5              6.6             -3.1             13.9           8.1            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.

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