Morningstar Magazine - June/July 2018 - 104
Data Dashboard
Morningstar Global Market Barometer
Despite losses for the year through April, most global markets are still in the black for the trailing 12 months.
Greece, China, and Chile-among last year's leaders-are all up around 30%. Russia, which had a dramatic
rally in 2017, is now up only 11.5% for the past year.
Europe 14.0%
U.S. 13.2%
< -20.0%
-10.0 to -19.9%
-0.1 to -9.9%
0.1 to 9.9%
Global 14.9%
Asia 21.0%
> 20.0%
10.0 to 19.9%
Negative Returns
Positive Returns
1-Year Trailing Returns of Morningstar Country Indexes USD 04/30/2018
Russia 11.5%
Norway 31.1%
Denmark 15.3%
U.K. 15.3%
Canada 9.5%
Austria 32.5%
Ireland 11.7%
Israel -6.9%
Spain 7.5%
United States 13.2%
Italy 31.0%
China 32.5%
Taiwan 13.7%
Japan 19.7%
Greece 33.6%
Philippines -1.0%
Mexico 1.8%
Egypt 43.5%
Thailand 30.1%
Colombia 22.3%
Brazil 21.0%
Peru 47.6%
India 13.7%
New Zealand 18.2%
South Africa 22.1%
Australia 6.0%
Chile 28.5%
1-Year Regional Index Performance USD 04/30/2018
Morningstar Global Markets Index
Return
14.85%
7,453 Constituents
Morningstar Developed Markets Index
8.21%
Sharpe Ratio
1.57%
13.46%
-8.81%
4,880 Constituents
Max Drawdown
13.16%
1,573 Constituents
Return
Standard Deviation
8.11%
Sharpe Ratio
1.40%
14.03%
-9.94%
1,558 Constituents
Max Drawdown
Standard Deviation
8.04%
Sharpe Ratio
1.45%
Max Drawdown
-8.92%
Morningstar Europe Index
Morningstar US Market Index
Return
Return
Standard Deviation
Morningstar Emerging Markets Index
Standard Deviation
Sharpe Ratio
Max Drawdown
Return
20.59%
2,573 Constituents
Standard Deviation
Sharpe Ratio
Max Drawdown
11.19%
1.62%
-9.59%
Morningstar Asia Index
10.51%
Return
1.18%
20.95%
-9.34%
3,324 Constituents
Standard Deviation
8.68%
Sharpe Ratio
2.09%
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.
104
Morningstar June/July 2018
Table of Contents for the Digital Edition of Morningstar Magazine - June/July 2018
Contents
Morningstar Magazine - June/July 2018 - Cover1
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Morningstar Magazine - June/July 2018 - 1
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Morningstar Magazine - June/July 2018 - Contents
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Morningstar Magazine - June/July 2018 - Cover3
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Morningstar Magazine - June/July 2018 - Cover1I
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Morningstar Magazine - June/July 2018 - Cover4I
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