Morningstar Magazine - April/May 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

2018

2017

Greece Despite a 23% plunge from July to November, Greece is up 45%
for the trailing 12 months through February. In January, S&P Global
Ratings upgraded Greece's credit rating to B, citing improved growth and
fiscal outlooks, a labor market recovery, and relative policy certainty.

Morningstar US Market TR USD 02/28/2018
11

12

1/2018

10

2
3/

9
8

4
7

6

01/2018 5.40

04/2017 1.05

07/2017 1.94

10/2017 2.25

02/2018 3.69

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

2
3/

9
8

4
7

6

01/2018 3.06

04/2017 2.91

07/2017 2.80

10/2017 0.81

02/2018 6.30

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
3/

9
8

4
6
12

3/
8

4

01/2018 7.14

04/2017 4.46

07/2017 3.91

10/2017 0.79

02/2018 5.66

05/2017 5.49

08/2017 0.41

11/2017 0.37 

03/2017 6.01

06/2017 1.04

09/2017 3.79

12/2017 0.08 

Inflation (2016)

-0.80%

1-Yr Sharpe Ratio

82

01/2018 6.86

04/2016 1.71

07/2017 4.42

10/2017 4.88

02/2018 4.88

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 

3/

9
8

4

11

2

4
5

03/2015

03/2016

8
4

03/2017

Weight (%)

Trailing 1-Year
Return (%)

Hellenic Telecommunication Organization HTO

14.19

60.58

10/2017 4.43

Alpha Bank ALPHA

13.28

31.63

02/2018 1.53

05/2017 3.08

08/2017 0.25

11/2017 3.06 

Greek Organisation of Football Prognostics OPAP

10.59

54.26

03/2017 0.41

06/2017 1.05

09/2017 1.85

12/2017 0.90 

National Bank of Greece ETE

8.29

45.96

Eurobank Ergasias EUROB

7.46

51.22

Jumbo BELA

7.35

31.55

Motor Oil (Hellas) Corinth Refineries MOH

6.33

59.12

10/2017 1.61

Piraeus Bank TPEIR

5.81

13.84

01/2018 3.03
3/

9

6

8.12

07/2017 2.06

1/2018

8

12

04/2017 1.18

5

10

7

12.88

Morningstar EM NR

01/2018 4.50

Morningstar Australia Index GR USD 02/28/2018
12

-22.73%

$16K

Company

1/2018
2

6

1.42%

Top 10 Index Constituents 02/28/2018

5

10

7

1-Yr Max. Drawdown

Morningstar Greece NR

Morningstar Japan Index NR USD 02/28/2018
12

28.30%

1-Yr Standard Deviation

1/2018

9

11

45.00%

10

2

6

Trailing 1-Year Return

5

10

7

83.66%

$19,050

Morningstar Asia ex-Japan GR USD 02/28/2018
11

Assets in Top 10

GNI per capita (2016)
Life Expectancy (2015)

20

Growth of $10K 02/28/2018

1/2018

10

7

1.20%

Morningstar Greece Index

Number of Constituents

5

Morningstar Eurozone Index GR USD 02/28/2018
11

$192.7 B

GDP Annual Growth (2017)

1/2018

10

10.7 M

GDP (2016)

Morningstar UK Index GR USD 02/28/2018
11

Greece

Population (2016)

5

Portfolio Statistics 02/28/2018

Country Statistics 02/28/2018

04/2017 0.77

07/2017 4.36

02/2018 3.47

05/2017 3.63

08/2017 0.08

11/2017 0.72 

Titan Cement TITK

5.30

14.86

03/2017 2.62

06/2017 3.22

09/2017 1.07

12/2017 4.92 

Mytilineos Holdings MYTIL

5.05

56.00

Source: World Bank, Morningstar.

73



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
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