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The Numbers

November 11, 2015 | Weekly Commentary

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

Returns through 11-6-2015                                                1-week        Y-T-D        1-Year       3-Year     5-Year     10-Year
Bonds- BarCAp Aggregate Index                                          -.8               .3                1.3              1.5            2.8             4.7
US Stock-Standard & Poor’s 500                                         1.0              3.8               5.5            16.1          13.8            7.9
Forgein Stocks- MS EAFE Developed Countries             -1.5                .6                -.9             7.3            3.8            3.8

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.

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