Morningstar Magazine - August/September 2017 - 72
Data Dashboard
Morningstar Global Market Barometer
Most markets show positive returns over the trailing 12 months. European markets are in the lead, with
Greece and Austria up more than 50%. Commodity-driven markets such as Russia and Brazil have given up
some earlier gains.
Global 19.5% Europe 21.6%
Asia 21.6%
U.S. 18.4%
< -20.0%
-10.0 to -19.9%
-0.1 to -9.9%
0.1 to 9.9%
> 20.0%
10.0 to 19.9%
Negative Returns
Positive Returns
1-Year Trailing Returns of Morningstar Country Indexes USD 06/30/2017
Russia 13.1%
Norway 16.1%
U.K. 14.2%
Canada 10.9%
Denmark 9.2%
Poland 48.8%
Ireland 22.9%
Spain 35.3%
United States 18.4%
China 25.7%
Austria 51.5%
Italy 32.3%
Greece 56.2%
Taiwan 31.6%
Japan 18.9%
Philippines -3.7%
Mexico 12.3%
Egypt -2.5%
Colombia 8.9%
Brazil 18.2%
Peru 16.6%
Thailand 17.3%
India 23.5%
New Zealand 13.1%
South Africa 12.7%
Australia 18.0%
Chile 16.8%
1-Year Regional Index Performance USD 06/30/2017
Morningstar Global Index
Return
19.48%
7,344 Constituents
Morningstar Developed Markets Index
5.46%
Sharpe Ratio
3.21%
18.45%
-1.83%
4,754 Constituents
Max Drawdown
18.35%
1,565 Constituents
Return
Standard Deviation
6.44%
Sharpe Ratio
2.57%
21.63%
-2.08%
1,491 Constituents
Max Drawdown
Standard Deviation
5.60%
Sharpe Ratio
2.97%
Max Drawdown
-2.10%
Morningstar Europe Index
Morningstar US Market Index
Return
Return
Standard Deviation
Morningstar Emerging Markets Index
Return
21.96%
2,590 Constituents
8.77%
Sharpe Ratio
2.26%
Max Drawdown
-4.42%
Morningstar Asia Index
Return
Standard Deviation
11.12%
Sharpe Ratio
0.97%
21.60%
-5.48%
3,278 Constituents
Max Drawdown
Standard Deviation
Standard Deviation
7.64%
Sharpe Ratio
2.54%
Max Drawdown
-3.02%
Morningstar, Inc's Investment Management division licenses indexes to financial institutions as the tracking indexes for investable products, such as exchange-traded funds, sponsored by the financial institution. The license fee for
such use is paid by the sponsoring financial institution based mainly on the total assets of the investable product. Neither Morningstar, Inc. nor its investment management division markets, sells or makes any representations regarding the
advisability of investing in any investable product that tracks a Morningstar index. Country data per World Bank.
72
Morningstar August/September 2017
Table of Contents for the Digital Edition of Morningstar Magazine - August/September 2017
Contents
Morningstar Magazine - August/September 2017 - Cover1
Morningstar Magazine - August/September 2017 - Cover2
Morningstar Magazine - August/September 2017 - 1
Morningstar Magazine - August/September 2017 - 2
Morningstar Magazine - August/September 2017 - Contents
Morningstar Magazine - August/September 2017 - 4
Morningstar Magazine - August/September 2017 - 5
Morningstar Magazine - August/September 2017 - 6
Morningstar Magazine - August/September 2017 - 7
Morningstar Magazine - August/September 2017 - 8
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Morningstar Magazine - August/September 2017 - Cover3
Morningstar Magazine - August/September 2017 - Cover4
Morningstar Magazine - August/September 2017 - Cover1I
Morningstar Magazine - August/September 2017 - Cover2I
Morningstar Magazine - August/September 2017 - I3
Morningstar Magazine - August/September 2017 - I4
Morningstar Magazine - August/September 2017 - I5
Morningstar Magazine - August/September 2017 - I6
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Morningstar Magazine - August/September 2017 - I12
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Morningstar Magazine - August/September 2017 - I14
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Morningstar Magazine - August/September 2017 - I16
Morningstar Magazine - August/September 2017 - I17
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Morningstar Magazine - August/September 2017 - I20
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Morningstar Magazine - August/September 2017 - I22
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Morningstar Magazine - August/September 2017 - I30
Morningstar Magazine - August/September 2017 - Cover3I
Morningstar Magazine - August/September 2017 - Cover4I
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