Benchmark Performance & Data Sources

 

  • Individual BKS Investment Services accounts performance should be compared to conservative, moderate, or aggressive Morningstar asset allocation benchmarks according to individual risk tolerance. See data sources below.
  • General Stock Market Data:  Wall Street Journal.
  • Bond Market Data:  Wall Street Journal.
  • Additional Bond Market Data:  Bloomberg.
  • Mutual Fund Data:  Morningstar
  • Earnings Data:  Standar & Poor's