Morningstar Magazine - December 2017/January 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

2017

2016

Morningstar US Market TR USD 10/31/2017
11/2016

12

1/2016

10

2

9

3
8

4
7

6

01/2017 2.00

04/2017 1.05

07/2017 1.94

10/2017 2.25

02/2017 3.76

05/2017 1.17

08/2017 0.23

11/2016 4.23

03/2017 0.07

06/2017 0.81

09/2017 2.30

12/2016 1.90 

5

Morningstar UK Index GR USD 10/31/2017
11/2016

12

1/2017

10

2

9

3
8

4
7

6

01/2017 1.41

04/2017 2.91

07/2017 2.80

10/2017 0.81

02/2017 2.09

05/2017 4.36

08/2017 0.86

11/2016 0.56

03/2017 1.69

06/2017 1.96

09/2017 3.58

12/2016 3.83 

12

2

9

3
8

4
6

Chile

Morningstar Chile Index

Population (2016)

17.9 M

Number of Constituents

GDP (2016)

$247B

Assets in Top 10

59.67%

GDP Annual Growth (2016)

1.60%

Trailing 1-Year Return

32.25%

1-Yr Standard Deviation

13.72%

GNI Per Capita (2016)

$13,530

Inflation (2017)

3.80%

Life Expectancy (2015)

82

1-Yr Sharpe Ratio

2.07%

1-Yr Max. Drawdown

01/2017 1.63

04/2017 4.46

07/2017 3.91

10/2017 0.79

02/2017 0.93

05/2017 5.49

08/2017 0.41

11/2016 3.66 

03/2017 6.01

06/2017 1.04

09/2017 3.79

12/2016 6.41 

Morningstar Chile NR

12

5

2

9

3
8

01/2017 5.54

04/2016 1.71

07/2017 4.42

10/2017 4.88

02/2017 3.70

05/2017 3.67

08/2017 1.13

11/2016 2.70 

03/2017 3.43

06/2017 1.20

09/2017 0.17

12/2016 1.84 

4
6
12

3
8

4
7

6

11/2016

2

8

4
7

6

5

Trailing 1-Year
Return (%)

12.01

23.38

10/2017 4.43

Empresas COPEC

8.41

55.34

02/2017 1.48

05/2017 3.08

08/2017 0.25

11/2016 2.69 

Enel Americas ENELAM

6.52

30.25

03/2017 0.41

06/2017 1.05

09/2017 1.85

12/2016 1.13 

Sociedad Quimica Y Minera De Chile SQM-B

5.96

107.91

LATAM Airlines Group LTM

5.67

44.48

Banco Santander Chile BSANTANDER

5.26

45.60

Banco De Chile CHILE

4.30

36.31

10/2017 1.61

Empresas CMPC

4.29

47.43

01/2017 4.05
3

Weight (%)

07/2017 2.06

1/2017

9

10/2016

04/2017 1.18

5

10

10/2015

01/2017 3.65

Morningstar Australia Index GR USD 10/31/2017
12

10/2014

SACI Falabella FALABELLA

2

9

8
6

Company

1/2017

10

12

Top 10 Index Constituents 10/31/2017

5

Morningstar Japan Index NR USD 10/31/2017
11/2016

$14K
12.96

10

1/2017

10

7

-5.28%

11.80

Morningstar EM NR

Morningstar Asia ex-Japan GR USD 10/31/2017
11/2016

42

Growth of $10K 10/31/2017

1/2017

10

7

Portfolio Statistics 10/31/2017

Country Statistics 10/31/2017

5

Morningstar Eurozone Index GR USD 10/31/2017
11/2016

Chile One of the best performers over the past year, the Chilean
market surged in October, even as most Latin American
markets lost ground. Strong quarterly earnings provided a boost,
as did polls predicting the November re-election of former
president Sebastián Piñera.

04/2017 0.77

07/2017 4.36

02/2017 3.68

05/2017 3.63

08/2017 0.08

11/2016 0.02 

Cencosud CENCOSUD

4.24

-4.22

03/2017 2.62

06/2017 3.22

09/2017 1.07

12/2016 2.44 

Banco de Credito e Inversiones BCI

3.40

34.04

Source: World Bank, Morningstar.

73



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
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