Morningstar Magazine - December 2017/January 2018 - 72

Data Dashboard

Morningstar Global Market Barometer
A number of developed and emerging markets, including Colombia, Mexico, New Zealand, and Russia,
have lost ground in recent months. However, trailing one-year returns remain strong around the globe, with
Global 23.9% 
European markets such as Poland and Italy in the lead.
U.S. 23.9%

Europe 27.7%

Asia 23.0%

< -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 10/31/2017
Russia 19.1%

Norway 27.4%

U.K. 23.2%

Canada 15.5%

Denmark 32.0%
Poland 48.7%

Ireland 26.2%
Spain 26.1%

United States 23.9%

China 33.9%

Austria 46.3%
Taiwan 26.4%

Italy 42.2%

Japan 18.2%
Philippines 6.5%

Mexico 1.6%
Egypt -15.3%

Thailand 25.6%

Colombia 4.0%
Brazil 11.2%

Peru 37.2%

India 26.7%
New Zealand 11.8%

South Africa 11.8%

Australia 17.9%

Chile 32.3%

1-Year Regional Index Performance USD 10/31/2017

Morningstar Global Index
Return

23.94%
7,511 Constituents

Morningstar Developed Markets Index
2.88%

Sharpe Ratio

7.20%

23.14%

-1.92%

4,841 Constituents

Max Drawdown

23.90%
1,573 Constituents

Return

Standard Deviation

4.38%

Sharpe Ratio

4.72%

27.68%

-2.71%

1,540 Constituents

Max Drawdown

Standard Deviation

2.86%

Sharpe Ratio

6.99%

Max Drawdown

-2.00%

Morningstar Europe Index

Morningstar US Market Index
Return

Return

Standard Deviation

Morningstar Emerging Markets Index

23.26%
2,657Constituents

Standard Deviation

9.08%

Sharpe Ratio

2.37%

Max Drawdown

-6.61%

Morningstar Asia Index

Standard Deviation

8.17%

Sharpe Ratio

2.96%

Max Drawdown

Return

-3.32%

Return

23.03%
3,377 Constituents

Standard Deviation

7.27%

Sharpe Ratio

2.81%

Max Drawdown

-4.63%

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 December/January 2018



Table of Contents for the Digital Edition of Morningstar Magazine - December 2017/January 2018

Contents
Morningstar Magazine - December 2017/January 2018 - Cover1
Morningstar Magazine - December 2017/January 2018 - Cover2
Morningstar Magazine - December 2017/January 2018 - 1
Morningstar Magazine - December 2017/January 2018 - 2
Morningstar Magazine - December 2017/January 2018 - Contents
Morningstar Magazine - December 2017/January 2018 - 4
Morningstar Magazine - December 2017/January 2018 - 5
Morningstar Magazine - December 2017/January 2018 - 6
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Morningstar Magazine - December 2017/January 2018 - Cover3
Morningstar Magazine - December 2017/January 2018 - Cover4
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