Introduction

Stocks in the U.S. did well generally, while the rest of the world just muddled through the third quarter.

International developed countries’ stocks were up slightly, while emerging market stocks were down slightly. Real estate securities and bonds were mostly flat. Longer-term returns have strongly favored U.S. stocks.

Asset Class13rd
Quarter
12 Months5 Years
(annualized)
10 Years
(annualized)
U.S. Stocks (Russell 3000)
7.12%17.58%
13.46%
12.01%
International Developed (MSCI World ex U.S.)
1.31% 2.67%
4.24%
5.18%
Emerging Markets (MSCI EM)
-1.09% -0.81% 3.61% 5.40%
Real Estate Investment Trusts (MSCI World REITs)
0.23%3.18% 6.93%5.48%
Taxable Bonds (Barclays 1-5 Yr Gov/Credit)
0.06% -0.61% 0.71% 1.66%
Municipal Bonds (Barclays Muni 1-5 Yr)
-0.12%-0.11% 1.25% 2.37%


References

1. Return data and charts are from Morningstar Direct.

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