Morningstar - Q1 2022 - 72

Data Dashboard
Morningstar Global Market Barometer
Most markets ended 2021 in the green, with a number in double digits. China remained in the red.
Global 18.28%
Asia -0.99%
< -20.0%
Negative Returns
1-Year Trailing Returns of Morningstar Country Indexes USD 12/31/2021
Norway 18.0%
Canada 25.0%
U.K. 17.3%
Ireland 10.8%
United States 25.8%
Italy 16.7%
Mexico 20.3%
Egypt 17.6%
Colombia 21.6%
Brazil -17.9%
Peru -20.1%
South Africa 6.6%
Chile -14.7%
Australia 11.3%
India 30.2%
New Zealand -6.7%
Taiwan 28.6%
China -21.2%
Turkey -26.2%
Japan 0.64%
South Korea -5.1%
Russia 24.9%
-10.0 to -19.9%
-0.1 to -9.9%
0.1 to 9.9%
Europe 16.13%
10.0 to 19.9%
> 20.0%
Positive Returns
U.S. 25.78%
1-Year Regional Index Performance USD 12/31/2021
Morningstar Global Markets Index
Return
18.28% Sharpe Ratio
8,510 Constituents
25.78%
Morningstar US Market Index
Return
1,647 Constituents
Max Drawdown
Standard Deviation
9.36%
1.85%
-5.39%
20.61%
Morningstar Developed Markets Index
Return
5,100 Constituents
Standard Deviation
Sharpe Ratio
Max Drawdown
Standard Deviation
Sharpe Ratio
Max Drawdown
10.77%
2.20%
-5.21%
Morningstar Europe Index
Return
9.85%
1.96%
-5.37%
Morningstar Emerging Markets Index
Return
Standard Deviation
-0.33% Sharpe Ratio
3,410 Constituents
Standard Deviation
16.13% Sharpe Ratio
1,670 Constituents
Max Drawdown
13.00%
1.21%
-7.42%
Morningstar Asia Index
Return
Max Drawdown
10.39%
0.01%
-13.71%
Standard Deviation
-0.99% Sharpe Ratio
4,034 Constituents
Max Drawdown
7.66%
-0.10%
-12.58%
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 Q1 2022

Morningstar - Q1 2022

Table of Contents for the Digital Edition of Morningstar - Q1 2022

Contents
Morningstar - Q1 2022 - Cover1
Morningstar - Q1 2022 - Cover2
Morningstar - Q1 2022 - 1
Morningstar - Q1 2022 - 2
Morningstar - Q1 2022 - Contents
Morningstar - Q1 2022 - 4
Morningstar - Q1 2022 - 5
Morningstar - Q1 2022 - 6
Morningstar - Q1 2022 - 7
Morningstar - Q1 2022 - 8
Morningstar - Q1 2022 - 9
Morningstar - Q1 2022 - 10
Morningstar - Q1 2022 - 11
Morningstar - Q1 2022 - 12
Morningstar - Q1 2022 - 13
Morningstar - Q1 2022 - 14
Morningstar - Q1 2022 - 15
Morningstar - Q1 2022 - 16
Morningstar - Q1 2022 - 17
Morningstar - Q1 2022 - 18
Morningstar - Q1 2022 - 19
Morningstar - Q1 2022 - 20
Morningstar - Q1 2022 - 21
Morningstar - Q1 2022 - 22
Morningstar - Q1 2022 - 23
Morningstar - Q1 2022 - 24
Morningstar - Q1 2022 - 25
Morningstar - Q1 2022 - 26
Morningstar - Q1 2022 - 27
Morningstar - Q1 2022 - 28
Morningstar - Q1 2022 - 29
Morningstar - Q1 2022 - 30
Morningstar - Q1 2022 - 31
Morningstar - Q1 2022 - 32
Morningstar - Q1 2022 - 33
Morningstar - Q1 2022 - 34
Morningstar - Q1 2022 - 35
Morningstar - Q1 2022 - 36
Morningstar - Q1 2022 - 37
Morningstar - Q1 2022 - 38
Morningstar - Q1 2022 - 39
Morningstar - Q1 2022 - 40
Morningstar - Q1 2022 - 41
Morningstar - Q1 2022 - 42
Morningstar - Q1 2022 - 43
Morningstar - Q1 2022 - 44
Morningstar - Q1 2022 - 45
Morningstar - Q1 2022 - 46
Morningstar - Q1 2022 - 47
Morningstar - Q1 2022 - 48
Morningstar - Q1 2022 - 49
Morningstar - Q1 2022 - 50
Morningstar - Q1 2022 - 51
Morningstar - Q1 2022 - 52
Morningstar - Q1 2022 - 53
Morningstar - Q1 2022 - 54
Morningstar - Q1 2022 - 55
Morningstar - Q1 2022 - 56
Morningstar - Q1 2022 - 57
Morningstar - Q1 2022 - 58
Morningstar - Q1 2022 - 59
Morningstar - Q1 2022 - 60
Morningstar - Q1 2022 - 61
Morningstar - Q1 2022 - 62
Morningstar - Q1 2022 - 63
Morningstar - Q1 2022 - 64
Morningstar - Q1 2022 - 65
Morningstar - Q1 2022 - 66
Morningstar - Q1 2022 - 67
Morningstar - Q1 2022 - 68
Morningstar - Q1 2022 - 69
Morningstar - Q1 2022 - 70
Morningstar - Q1 2022 - 71
Morningstar - Q1 2022 - 72
Morningstar - Q1 2022 - 73
Morningstar - Q1 2022 - 74
Morningstar - Q1 2022 - 75
Morningstar - Q1 2022 - 76
Morningstar - Q1 2022 - 77
Morningstar - Q1 2022 - 78
Morningstar - Q1 2022 - 79
Morningstar - Q1 2022 - 80
Morningstar - Q1 2022 - Cover3
Morningstar - Q1 2022 - Cover4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q3
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
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170607
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
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151011
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