Morningstar Magazine - February/March 2018 - 72

Data Dashboard

Morningstar Global Market Barometer
It was a good year for equity investors around the globe; most markets finished 2017 with double-digit
gains. Emerging markets fared particularly well, with Poland up more than 50% and a number of others not far
behind. Russia was an exception, giving up an early lead to end the year up 7%.
Global 24.5%  Europe 26.3%
Asia

31.7%

U.S. 21.5%

< -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 12/31/2017
Russia 7.0%

Norway 24.0%

Denmark 35.3%

U.K. 23.9%

Canada 16.1%

Poland 52.4%

Ireland 22.7%

China 44.5%

Spain 26.2%

United States 21.5%

Taiwan 29.8%

Italy 31.1%

Japan 24.9%
Philippines 23.3%

Mexico 15.6%
Egypt 17.3%

Thailand 30.5%

Colombia 15.1%
Brazil 25.2%

Peru 32.7%

India 44.9%
New Zealand 24.8%

South Africa 41.4%

Australia 20.9%

Chile 44.0%

1-Year Regional Index Performance USD 12/31/2017

Morningstar Global Index
Return

24.52%
7,496 Constituents

Morningstar Developed Markets Index

Standard Deviation

2.74%

Sharpe Ratio

7.68%

Max Drawdown

-1.92%

21.47%
1,591 Constituents

Standard Deviation

3.85%

Sharpe Ratio

4.85%

Max Drawdown

22.50%
4,917 Constituents

Standard Deviation

2.84%

Sharpe Ratio

6.84%

Max Drawdown

-2.00%

Morningstar Europe Index

Morningstar US Market Index
Return

Return

Morningstar Emerging Markets Index

-2.71%

Return

26.28%
1,572 Constituents

Return

35.51%
2,657Constituents

6.04%

Sharpe Ratio

4.95%

Max Drawdown

-4.01%

Morningstar Asia Index
Return

Standard Deviation

6.26%

Sharpe Ratio

3.63%

31.68%

-2.74%

3,328 Constituents

Max Drawdown

Standard Deviation

Standard Deviation

4.78%

Sharpe Ratio

5.62%

Max Drawdown

-3.01%

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 February/March 2018



Table of Contents for the Digital Edition of Morningstar Magazine - February/March 2018

Contents
Morningstar Magazine - February/March 2018 - Cover1
Morningstar Magazine - February/March 2018 - Cover2
Morningstar Magazine - February/March 2018 - 1
Morningstar Magazine - February/March 2018 - 2
Morningstar Magazine - February/March 2018 - Contents
Morningstar Magazine - February/March 2018 - 4
Morningstar Magazine - February/March 2018 - 5
Morningstar Magazine - February/March 2018 - 6
Morningstar Magazine - February/March 2018 - 7
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Morningstar Magazine - February/March 2018 - Cover3
Morningstar Magazine - February/March 2018 - Cover4
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