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The Numbers

July 11, 2016 | Weekly Commentary

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

Returns through 7-8-2016                                                1-week        Y-T-D        1-Year       3-Year     5-Year     10-Year
Bonds- BarCAp Aggregate Index                                           .6               6.2               6.2             4.6            3.8           5.2
US Stock-Standard & Poor’s 500                                         1.3               5.4               6.4            11.4          12.0           7.6
Forgein Stocks- MS EAFE Developed Countries             -1.7             -5.4              -8.6             1.3            1.5            1.4

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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