Morningstar Magazine - April/May 2018 - 72

Data Dashboard

Morningstar Global Market Barometer
Despite losses early in the year, most markets still have strong one-year trailing returns. The leaders include
both developed and emerging markets. Austria, up 47.8%, ranked first through Feb. 28; China was up 38.5%.
Canada, up 6.1%, trailed most markets.
Europe 26.3%
Global 19.1%
U.S. 16.5%

< -20.0%

-10.0 to -19.9%

-0.1 to -9.9%

0.1 to 9.9%

Asia 25.5%

> 20.0%

10.0 to 19.9%

Negative Returns

Positive Returns

1-Year Trailing Returns of Morningstar Country Indexes USD 02/28/2018
Russia 27.6%

Norway 25.1%

Denmark 31.2%

U.K. 15.5%

Canada 6.1%

Austria 47.8%

Ireland 16.5%

Israel -3.3%

Spain 23.0%

United States 16.5%

Italy 39.6%

China 38.5%
Taiwan 21.3%

Japan 22.2%
Philippines 12.3%

Mexico 10.1%
Egypt 11.4%

Thailand 36.7%

Colombia 15.8%
Brazil 23.0%

Peru 34.6%

India 24.3%
New Zealand 17.6%

South Africa 37.4%

Australia 11.4%

Chile 38.4%

1-Year Regional Index Performance USD 02/28/2018

Morningstar Global Markets Index
Return

19.19%
7,478 Constituents

Morningstar Developed Markets Index
7.52%

Sharpe Ratio

2.23%

17.39%

-8.81%

4,903 Constituents

Max Drawdown

16.51%
1,584 Constituents

Return

Standard Deviation

7.39%

Sharpe Ratio

1.96%

21.74%

-9.94%

1,567 Constituents

Max Drawdown

Return

Standard Deviation

7.36%

Sharpe Ratio

2.07%

28.18%

-8.92%

2,575 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

10.42%
2.34%
-9.59%

Morningstar Asia Index
10.73%

Return

1.79%

25.45%

-9.34%

3,325 Constituents

Standard Deviation

7.91%

Sharpe Ratio

2.78%

Max Drawdown

-8.80%

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 April/May 2018



Table of Contents for the Digital Edition of Morningstar Magazine - April/May 2018

Contents
Morningstar Magazine - April/May 2018 - Cover1
Morningstar Magazine - April/May 2018 - Cover2
Morningstar Magazine - April/May 2018 - 1
Morningstar Magazine - April/May 2018 - 2
Morningstar Magazine - April/May 2018 - Contents
Morningstar Magazine - April/May 2018 - 4
Morningstar Magazine - April/May 2018 - 5
Morningstar Magazine - April/May 2018 - 6
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Morningstar Magazine - April/May 2018 - Cover3
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