Morningstar Magazine - February/March 2018 - 73

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 12/31/2017
11

12

1/2017

10

2

9

3
8

4
7

6

01/2017 2.00

04/2017 1.05

07/2017 1.94

10/2017 2.25

02/2017 3.76

05/2017 1.17

08/2017 0.23

11/2017 3.06

03/2017 0.07

06/2017 0.81

09/2017 2.30

12/2017 1.04

12

5

1/2017

10

2

9

3
8

4
7

6

01/2017 1.41

04/2017 2.91

07/2017 2.80

10/2017 0.81

02/2017 2.09

05/2017 4.36

08/2017 0.86

11/2017 0.16

03/2017 1.69

06/2017 1.96

09/2017 3.58

12/2017 4.84

12

2

9

3
8

4
6

1.4 B

Morningstar China Index

Number of Constituents

GDP (2016)

$11.2 T

Assets in Top 10

46.37%

GDP Annual Growth (2016)

6.90%

Trailing 1-Year Return

44.47%

GNI Per Capita (2016)

$8,250

1-Yr Standard Deviation

6.28%

Inflation (2017)

2.00%

1-Yr Sharpe Ratio

5.81%

Life Expectancy (2015)

76

1-Yr Max. Drawdown

01/2017 1.63

04/2017 4.46

07/2017 3.91

10/2017 0.79

02/2017 0.93

05/2017 5.49

08/2017 0.41

11/2017 0.37

12

03/2017 6.01

06/2017 1.04

09/2017 3.79

12/2017 0.08

5

13.79
13.01

2

9

3
8

4
6

4
0

01/2017 5.54

04/2016 1.71

07/2017 4.42

10/2017 4.88

02/2017 3.70

05/2017 3.67

08/2017 1.13

11/2017 1.17

03/2017 3.43

06/2017 1.20

09/2017 0.17

12/2017 2.71

12

3
8

4
7

6

11

9
8

4
7

6

5

112.58

10/2017 4.43

China Construction Bank 00939

6.81

24.92

02/2017 1.48

05/2017 3.08

08/2017 0.25

11/2017 3.06

Industrial And Commercial Bank Of China 01398

4.30

39.87

03/2017 0.41

06/2017 1.05

09/2017 1.85

12/2017 0.90 

China Mobile 00941

3.83

2.94

Ping An Insurance 02318

3.60

111.06

Bank Of China 03988

2.56

16.26

China Life Insurance 02628

1.60

21.87

10/2017 1.61

CNOOC 00883

1.58

19.12

01/2017 4.05
3

19.57

07/2017 2.06

1/2017
2

Trailing 1-Year
Return (%)

04/2017 1.18

5

10

Weight (%)

01/2017 3.65

Morningstar Australia Index GR USD 12/31/2017
12

01/2017

Tencent 00700

2

9

01/2016

Company

1/2017

10

01/2015

Top 10 Index Constituents 12/31/2017

5

Morningstar Japan Index NR USD 12/31/2017
11

12
8

Morningstar EM NR

1/2017

10

7

-7.96%

$16K

Morningstar China NR

Morningstar Asia ex-Japan GR USD 12/31/2017
11

413

Growth of $10K 12/31/2017

1/2017

10

7

China

5

Morningstar Eurozone Index GR USD 12/31/2017
11

Portfolio Statistics 12/31/2017

Country Statistics 12/31/2017

Population (2016)

Morningstar UK Index GR USD 12/31/2017
11

China Against concerns about slowing economic growth, China was
among 2017's best stock markets. Performance was strong across
a variety of sectors and names but was driven by internet giant Tencent
TCEHY, which surged more than 100% and now makes up nearly
20% of the Morningstar China Index.

04/2017 0.77

07/2017 4.36

02/2017 3.68

05/2017 3.63

08/2017 0.08

11/2017 0.72 

China Petroleum & Chemical 00386

1.28

8.95

03/2017 2.62

06/2017 3.22

09/2017 1.07

12/2017 4.92

BOC Hong Kong Holdings 02388

1.25

46.05

Source: World Bank, Morningstar.

73



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
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