The Numbers

January 16th, 2017

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

Returns through 1-13-2016                                            1-week        Y-T-D        1-Year       3-Year     5-Year     10-Year
Bonds- BarCAp Aggregate Index                                         .2              .4               2.1              2.8            2.2          4.4
US Stock-Standard & Poor’s 500                                       -.1            1.7              23.0            10.0          14.5           7.0
Forgein Stocks- MS EAFE Developed Countries             .8            2.6              10.3              -.7            7.0           1.0

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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