Morningstar Magazine - June/July 2017 - 104

Data Dashboard

Morningstar Global Market Barometer
Commodity-driven markets gave up some gains recently: Countries such as Brazil and Russia are still in
the lead over the trailing 12 months, but the gap has narrowed. Only a handful of markets, including Mexico
and Denmark, are in the red.
Global 15.8%
Europe 11.2%

< -20.0%

-10.0 to -19.9%

-0.1 to -9.9%

0.1 to 9.9%

Asia 15.5%

U.S. 18.4%

> 20.0%

10.0 to 19.9%

Negative Returns

Positive Returns

1-Year Trailing Returns of Morningstar Country Indexes in Base Currency 04/30/2017
Russia 21.7%

Norway 8.8%

U.K. 5.9%

Canada 4.9%

Denmark -0.6%
Poland 30.0%

Ireland 6.2%
Spain 16.6%

United States 18.4%

China 20.7%

Hungary 17.0%
Italy 6.6%

Greece 10.4%

Taiwan 30.5%

Japan 11.0%
Philippines 3.6%

Mexico -2.5%
Egypt -16.5%

Colombia 0.9%
Brazil 31.4%

Peru 9.6%

Thailand 17.1%
India 27.0%
New Zealand 6.2%

South Africa 12.5%

Australia 16.1%

Chile 16.8%

1-Year Regional Index Performance in Base Currency 04/30/2017

Morningstar Global Index
Return

15.79%
7,344 Constituents

Morningstar Developed Markets Index
5.85%

Sharpe Ratio

2.48%

14.73%

-1.83%

4,754 Constituents

Max Drawdown

18.40%
1,565 Constituents

Return

Standard Deviation

6.55%

Sharpe Ratio

2.56%

11.24%

-2.08%

1,491 Constituents

Max Drawdown

Return

Standard Deviation

6.14%

Sharpe Ratio

2.21%

18.66%

-2.10%

2,590 Constituents

Max Drawdown

Morningstar Europe Index

Morningstar US Market Index
Return

Return

Standard Deviation

Morningstar Emerging Markets Index

Standard Deviation
Sharpe Ratio
Max Drawdown

Standard Deviation
Sharpe Ratio
Max Drawdown

10.73%
1.61%
-4.42%

Morningstar Asia Index
11.12%

Return

0.97%

15.45%

-5.48%

3,278 Constituents

Standard Deviation

7.92%

Sharpe Ratio

1.80%

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.

104

Morningstar June/July 2017



Table of Contents for the Digital Edition of Morningstar Magazine - June/July 2017

Contents
Morningstar Magazine - June/July 2017 - Cover1
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Morningstar Magazine - June/July 2017 - Contents
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