Morningstar Magazine - August/September 2018 - 72

Data Dashboard

Morningstar Global Market Barometer
Most global markets are well in the green for the trailing 12 months, despite year-to-date losses. Norway is
still a standout, and China remains a one-year leader after recent losses. Turkey continues to lag dramatically,
and Brazil is now in the red for the period.
Asia 9.87% Global 11.47%
U.S. 14.7%

Europe 5.97%

< -20.0%

-10.0 to -19.9%

-0.1 to -9.9%

0.1 to 9.9%

> 20.0%

10.0 to 19.9%

Negative Returns

Positive Returns

1-Year Trailing Returns of Morningstar Country Indexes USD 06/30/2018
Russia 24.7%

Norway 28.9%

Denmark 4.7%

U.K. 10.9%

Canada 8.7%

Ireland 9.0%

Turkey -25.2%
Israel -7.5%

Spain -2.3%

United States 14.7%

Italy 8.7%

China 19.5%
Taiwan 6.6%

Japan 11.1%

Greece -7.0%

Philippines -12.3%

Mexico -10.2%
Egypt 21.8%

Thailand 7.5%

Colombia 14.7%
Brazil -0.5%

Peru 25.3%

India 6.3%
New Zealand 9.1%

South Africa 10.3%

Australia 9.3%

Chile 13.5%

1-Year Regional Index Performance USD 06/30/2018

Morningstar Global Markets Index
Return

11.47%
7,637 Constituents

Morningstar Developed Markets Index
8.32%

Sharpe Ratio

1.17%

11.34%

-8.81%

5,022 Constituents

Max Drawdown

14.70%
1,588 Constituents

Standard Deviation

8.29%

Sharpe Ratio

1.52%

Max Drawdown

Standard Deviation

8.04%

Sharpe Ratio

1.19%

Max Drawdown

-8.92%

Morningstar Europe Index

Morningstar US Market Index
Return

Return

Standard Deviation

Morningstar Emerging Markets Index

-9.94%

Return

5.97%
1,606 Constituents

Standard Deviation
Sharpe Ratio
Max Drawdown

Return

7.46%
2,615 Constituents

Standard Deviation
Sharpe Ratio
Max Drawdown

13.54%
0.48%
-16.72%

Morningstar Asia Index
10.51%
0.46%
-10.78%

Return

9.87%
3,416 Constituents

Standard Deviation
Sharpe Ratio
Max Drawdown

10.26%
0.82%
-11.36%

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 August/September 2018



Table of Contents for the Digital Edition of Morningstar Magazine - August/September 2018

Contents
Morningstar Magazine - August/September 2018 - Cover1
Morningstar Magazine - August/September 2018 - Cover2
Morningstar Magazine - August/September 2018 - 1
Morningstar Magazine - August/September 2018 - 2
Morningstar Magazine - August/September 2018 - Contents
Morningstar Magazine - August/September 2018 - 4
Morningstar Magazine - August/September 2018 - 5
Morningstar Magazine - August/September 2018 - 6
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Morningstar Magazine - August/September 2018 - Cover3
Morningstar Magazine - August/September 2018 - Cover4
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