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
Morningstar Magazine - August/September 2018 - 7
Morningstar Magazine - August/September 2018 - 8
Morningstar Magazine - August/September 2018 - 9
Morningstar Magazine - August/September 2018 - 10
Morningstar Magazine - August/September 2018 - 11
Morningstar Magazine - August/September 2018 - 12
Morningstar Magazine - August/September 2018 - 13
Morningstar Magazine - August/September 2018 - 14
Morningstar Magazine - August/September 2018 - 15
Morningstar Magazine - August/September 2018 - 16
Morningstar Magazine - August/September 2018 - 17
Morningstar Magazine - August/September 2018 - 18
Morningstar Magazine - August/September 2018 - 19
Morningstar Magazine - August/September 2018 - 20
Morningstar Magazine - August/September 2018 - 21
Morningstar Magazine - August/September 2018 - 22
Morningstar Magazine - August/September 2018 - 23
Morningstar Magazine - August/September 2018 - 24
Morningstar Magazine - August/September 2018 - 25
Morningstar Magazine - August/September 2018 - 26
Morningstar Magazine - August/September 2018 - 27
Morningstar Magazine - August/September 2018 - 28
Morningstar Magazine - August/September 2018 - 29
Morningstar Magazine - August/September 2018 - 30
Morningstar Magazine - August/September 2018 - 31
Morningstar Magazine - August/September 2018 - 32
Morningstar Magazine - August/September 2018 - 33
Morningstar Magazine - August/September 2018 - 34
Morningstar Magazine - August/September 2018 - 35
Morningstar Magazine - August/September 2018 - 36
Morningstar Magazine - August/September 2018 - 37
Morningstar Magazine - August/September 2018 - 38
Morningstar Magazine - August/September 2018 - 39
Morningstar Magazine - August/September 2018 - 40
Morningstar Magazine - August/September 2018 - 41
Morningstar Magazine - August/September 2018 - 42
Morningstar Magazine - August/September 2018 - 43
Morningstar Magazine - August/September 2018 - 44
Morningstar Magazine - August/September 2018 - 45
Morningstar Magazine - August/September 2018 - 46
Morningstar Magazine - August/September 2018 - 47
Morningstar Magazine - August/September 2018 - 48
Morningstar Magazine - August/September 2018 - 49
Morningstar Magazine - August/September 2018 - 50
Morningstar Magazine - August/September 2018 - 51
Morningstar Magazine - August/September 2018 - 52
Morningstar Magazine - August/September 2018 - 53
Morningstar Magazine - August/September 2018 - 54
Morningstar Magazine - August/September 2018 - 55
Morningstar Magazine - August/September 2018 - 56
Morningstar Magazine - August/September 2018 - 57
Morningstar Magazine - August/September 2018 - 58
Morningstar Magazine - August/September 2018 - 59
Morningstar Magazine - August/September 2018 - 60
Morningstar Magazine - August/September 2018 - 61
Morningstar Magazine - August/September 2018 - 62
Morningstar Magazine - August/September 2018 - 63
Morningstar Magazine - August/September 2018 - 64
Morningstar Magazine - August/September 2018 - 65
Morningstar Magazine - August/September 2018 - 66
Morningstar Magazine - August/September 2018 - 67
Morningstar Magazine - August/September 2018 - 68
Morningstar Magazine - August/September 2018 - 69
Morningstar Magazine - August/September 2018 - 70
Morningstar Magazine - August/September 2018 - 71
Morningstar Magazine - August/September 2018 - 72
Morningstar Magazine - August/September 2018 - 73
Morningstar Magazine - August/September 2018 - 74
Morningstar Magazine - August/September 2018 - 75
Morningstar Magazine - August/September 2018 - 76
Morningstar Magazine - August/September 2018 - 77
Morningstar Magazine - August/September 2018 - 78
Morningstar Magazine - August/September 2018 - 79
Morningstar Magazine - August/September 2018 - 80
Morningstar Magazine - August/September 2018 - Cover3
Morningstar Magazine - August/September 2018 - Cover4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q2
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
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607
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