Morningstar Magazine - October/November 2017 - 89

Performance Clocks The length of each line is proportional to

COUNTRY INDEX SPOTLIGHT

the monthly total return of each index in U.S. dollars. The clocks
track the trailing 12 months.
Monthly Return (%):

0%

13%

■ Positive

■ Negative

2017

2016

Morningstar US Market TR USD 08/31/2017
11

12

1/2017

10

2
3

9/2016
4

8
7

6

01/2017 2.00

04/2017 1.05

07/2017 1.94

10/2016 2.08

02/2017 3.76

05/2017 1.17

08/2017 0.23

11/2016 4.23

03/2017 0.07

06/2017 0.81

09/2016 0.10

12/2016 1.90 

5

12

1/2017

10
9/2016

3
4

8
7

6

01/2017 1.41

04/2017 2.91

07/2017 2.80

10/2016 5.53

02/2017 2.09

05/2017 4.36

08/2017 0.86

11/2016 0.56

03/2017 1.69

06/2017 1.96

09/2016 0.98

12/2016 3.83 

12

2
3

9/2016
4

8
6

Morningstar Austria Index

Number of Constituents

29

GDP (2016)

$386B

% of Assets in Top 10

76.10%

GDP Annual Growth (2016)

1.40%

Trailing 1-Year Return

48.90%

1-Yr Standard Deviation

10.99%

$45,230

Inflation (2017)

0.90%

Life Expectancy (2015)

82

1-Yr Sharpe Ratio
1-Yr Max. Drawdown

3.68%
-2.14%

Growth of $10K 09/2014-08/2017

1/2017

10

7

8.7M

5

Morningstar Eurozone Index GR USD 08/31/2017
11

Austria

GNI Per Capita (2016)

2

Portfolio Statistics 08/31/2017

Country Statistics 08/31/2017

Population (2016)

Morningstar UK Index GR USD 08/31/2017
11

Austria Developed European markets have had a strong run over
the past year, but Austria, up nearly 50%, is a standout, driven by large
weights in Erste Group Bank and oil-and-gas producer OMV. The
economy has seen stable growth, but the general election in October
casts some uncertainty.

01/2017 1.63

04/2017 4.46

07/2017 3.91

10/2016 1.48

02/2017 0.93

05/2017 5.49

08/2017 0.41

11/2016 3.66 

03/2017 6.01

06/2017 1.04

09/2016 0.96

12/2016 6.41 

13.14
Morningstar Europe Index

14K
$
12

10.78

5

10

Morningstar Asia ex-Japan GR USD 08/31/2017
11

12

1/2017

10

01/2017 5.54

2
3

9/2016
8

04/2016 1.71

07/2017 4.42

02/2017 3.70

05/2017 3.67

08/2017 1.13

11/2016 2.70 

03/2017 3.43

06/2017 1.20

09/2016 1.12

12/2016 1.84 

4
7

6

11

2

9/2016

3
4

8
7

6

01/2017 3.65

04/2017 1.18

07/2017 2.06

10/2016 1.35

02/2017 1.48

05/2017 3.08

08/2017 0.25

11/2016 2.69 

03/2017 0.41

06/2017 1.05

09/2016 2.08

12/2016 1.13 

5

Morningstar Australia Index GR USD 08/31/2017
11

12

1/2017

10

2
3

9/2016
4

8
7

6

5

08/2015

08/2016

Weight (%)

Trailing 1-Year
Return (%)

Erste Group Bank EBS

20.48

54.69

OMV OMV

12.85

110.31

Company

1/2017

10

08/2014

Top 10 Index Constituents 08/31/2017

5

Morningstar Japan Index NR USD 08/31/2017
12

8
6

Morningstar Austria Index

10/2016 1.56

Voestalpine VOE

9.08

60.79

Raiffeisen Bank International RBI

6.68

130.92

Andritz ANDR

6.11

10.17

BUWOG BWO

5.49

21.54

Verbund VER

4.07

41.35

01/2017 4.05

04/2017 0.77

07/2017 4.36

10/2016 2.49

Wienerberger WIE

4.03

37.84

02/2017 3.68

05/2017 3.63

08/2017 0.08

11/2016 0.02 

Immofinanz IIA

3.98

22.17

03/2017 2.62

06/2017 3.22

09/2016 2.46

12/2016 2.44 

CA Immobilien Anlagen CAI

3.31

54.46

Source: World Bank, Morningstar.

89



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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