Morningstar - Q4 2020 - 88

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Morningstar Global Market Barometer
Many markets were still in the red for the one-year period, with South
American markets well behind. Denmark and China surged.
Global 10.09%

Europe -0.04%

< -20.0%

-10.0 to -19.9%

-0.1 to -9.9%

0.1 to 9.9%

Negative Returns

>‚ÄČ20.0%

10.0 to 19.9%
Asia 12.09%

Positive Returns

U.S. 15.36%

1-Year Trailing Returns of Morningstar Country Indexes USD 09/30/2020
Russia -17.3%

Norway -6.9%

U.K. -14.1%

Canada -1.5%

Denmark 41.9%

Ireland 18.8%

China 33.8%

Turkey -24.5%

Japan 6.5%

Switzerland 11.7%

United States 15.4%

Italy -8.3%

Greece -23.3%

South Korea 21.6%

Mexico -20.3%
Taiwan 29.3%

Egypt -16.9%
Colombia -30.2%
Brazil -31.3%

Peru -31.3%

India 0.7%
New Zealand 14.4%

South Africa -11.8%

Australia -4.7%

Chile -34.0%

1-Year Regional Index Performance USD 09/30/2020

Morningstar Global Markets Index
Return

10.09%
7,520 Constituents

Standard Deviation
Sharpe Ratio
Max Drawdown

Morningstar Developed Markets Index
23.50%
0.49%
-34.34%

15.36%
1,396 Constituents

Standard Deviation
Sharpe Ratio
Max Drawdown

9.53%
4,606 Constituents

Standard Deviation
Sharpe Ratio
Max Drawdown

23.53%
0.47%
-34.59%

Morningstar Europe Index

Morningstar US Market Index
Return

Return

Morningstar Emerging Markets Index

24.69%
0.67%
-34.82%

Return

-0.04%
1,498 Constituents

Standard Deviation
Sharpe Ratio
Max Drawdown

Return

9.62%
2,914 Constituents

Standard Deviation
Sharpe Ratio
Max Drawdown

25.86%
0.45%
-34.99%

Morningstar Asia Index
23.31%

Return

0.08%

12.09%

-36.62%

3,664 Constituents

Standard Deviation
Sharpe Ratio
Max Drawdown

18.42%
0.67%
-29.27%

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.

88

Morningstar Q4 2020



Morningstar - Q4 2020

Table of Contents for the Digital Edition of Morningstar - Q4 2020

Contents
Morningstar - Q4 2020 - CT1
Morningstar - Q4 2020 - CT2
Morningstar - Q4 2020 - Cover1
Morningstar - Q4 2020 - Cover2
Morningstar - Q4 2020 - 1
Morningstar - Q4 2020 - 2
Morningstar - Q4 2020 - Contents
Morningstar - Q4 2020 - 4
Morningstar - Q4 2020 - 5
Morningstar - Q4 2020 - 6
Morningstar - Q4 2020 - 7
Morningstar - Q4 2020 - 8
Morningstar - Q4 2020 - 9
Morningstar - Q4 2020 - 10
Morningstar - Q4 2020 - 11
Morningstar - Q4 2020 - 12
Morningstar - Q4 2020 - 13
Morningstar - Q4 2020 - 14
Morningstar - Q4 2020 - 15
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Morningstar - Q4 2020 - 19
Morningstar - Q4 2020 - 20
Morningstar - Q4 2020 - 21
Morningstar - Q4 2020 - 22
Morningstar - Q4 2020 - 23
Morningstar - Q4 2020 - 24
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Morningstar - Q4 2020 - 26
Morningstar - Q4 2020 - 27
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Morningstar - Q4 2020 - 30
Morningstar - Q4 2020 - 31
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Morningstar - Q4 2020 - 35
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Morningstar - Q4 2020 - 37
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Morningstar - Q4 2020 - 54
Morningstar - Q4 2020 - 55
Morningstar - Q4 2020 - 56
Morningstar - Q4 2020 - 57
Morningstar - Q4 2020 - 58
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Morningstar - Q4 2020 - 73
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Morningstar - Q4 2020 - 79
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Morningstar - Q4 2020 - 88
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Morningstar - Q4 2020 - Cover3
Morningstar - Q4 2020 - Cover4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019winter
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019fall
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019summer
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019spring
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20191201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181011
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https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160405
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https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20141011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20141201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120405
https://www.nxtbook.com/nxtbooks/morningstar/investorconference2012
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20091011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008catalog
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008winter
https://www.nxtbookmedia.com