Morningstar Magazine - October/November 2017 - 88

Data Dashboard

Morningstar Global Market Barometer
Markets around the world turned in strong returns over the past year. Developed and emerging European
markets, notably Austria and Greece, were among the best. Ireland and the U.K. lagged but still posted
double-digit returns.
Global 17.5% Asia 18.3%
Europe 20.2%

U.S. 16.1%

< -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 08/31/2017
Russia 22.4%

Norway 29.1%

U.K. 12.5%

Canada 11.8%

Denmark 18.9%
Poland 53.9%

Ireland 12.4%
Spain 29.7%

United States 16.1%

China 26.5%

Austria 48.9%

Italy 37.7%

Greece 50.6%

Taiwan 27.7%

Japan 15.0%
Philippines -5.5%

Mexico 15.7%
Egypt -15.3%

Colombia 11.0%
Brazil 26.2%

Peru 23.5%

Thailand 12.8%
India 21.8%
New Zealand 3.9%

South Africa 24.5%

Australia 16.5%

Chile 34.3%

1-Year Regional Index Performance USD 08/31/2017

Morningstar Global Index
Return

17.53%
7,518 Constituents

Morningstar Developed Markets Index
4.62%

Sharpe Ratio

3.40%

16.27%

-1.83%

4,860 Constituents

Max Drawdown

16.10%
1,583 Constituents

Standard Deviation

5.88%

Sharpe Ratio

2.46%

Max Drawdown

Standard Deviation

4.73%

Sharpe Ratio

3.09%

Max Drawdown

-2.10%

Morningstar Europe Index

Morningstar US Market Index
Return

Return

Standard Deviation

Morningstar Emerging Markets Index

-2.08%

Return

20.22%
1,542 Constituents

Return

21.93%
2,658 Constituents

8.79%

Sharpe Ratio

2.24%

Max Drawdown

-4.42%

Morningstar Asia Index
Return

Standard Deviation

9.65%

Sharpe Ratio

1.90%

18.32%

-5.48%

3,380 Constituents

Max Drawdown

Standard Deviation

Standard Deviation

6.71%

Sharpe Ratio

2.46%

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.

88

Morningstar October/November 2017



Table of Contents for the Digital Edition of Morningstar Magazine - October/November 2017

Contents
Morningstar Magazine - October/November 2017 - Cover1
Morningstar Magazine - October/November 2017 - Cover2
Morningstar Magazine - October/November 2017 - 1
Morningstar Magazine - October/November 2017 - 2
Morningstar Magazine - October/November 2017 - Contents
Morningstar Magazine - October/November 2017 - 4
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