Morningstar - Q4 2021 - 88

Data Dashboard
Morningstar Global Market Barometer
After third-quarter losses, most markets were still in the black for the past year. China was the most
notable exception.
Asia 18.65%
< -20.0%
Negative Returns
1-Year Trailing Returns of Morningstar Country Indexes USD 09/30/2021
Norway 44.2%
Canada 33.9%
U.K. 32.5%
Ireland 27.1%
United States 31.3%
Italy 35.4%
Mexico 50.7%
Egypt -4.5%
Colombia 21.6%
Brazil 20.9%
Peru -11.1%
South Africa 31.8%
Chile 16.0%
Australia 32.2%
India 59.8%
New Zealand 15.9%
Taiwan 43.1%
China -5.6%
Turkey 9.0%
Japan 20.3%
South Korea 30.2%
Russia 66.8%
-10.0 to -19.9%
-0.1 to -9.9%
0.1 to 9.9%
10.0 to 19.9%
Global 28.80%
U.S. 31.26%
Europe 29.14%
> 20.0%
Positive Returns
1-Year Regional Index Performance USD 09/30/2021
Morningstar Global Markets Index
Return
28.80% Sharpe Ratio
8,247 Constituents
31.26%
Morningstar US Market Index
Return
1,614 Constituents
Max Drawdown
Standard Deviation
14.34%
1.84%
-6.71%
29.31%
Morningstar Developed Markets Index
Return
5,045 Constituents
Standard Deviation
Sharpe Ratio
Max Drawdown
Standard Deviation
Sharpe Ratio
Max Drawdown
14.35%
1.98%
-7.33%
Morningstar Europe Index
Return
14.90%
1.81%
-7.29%
Morningstar Emerging Markets Index
Return
Standard Deviation
21.23% Sharpe Ratio
3,202 Constituents
Standard Deviation
29.14% Sharpe Ratio
1,612 Constituents
Max Drawdown
20.49%
1.35%
-9.50%
Morningstar Asia Index
Return
Max Drawdown
14.91%
1.37%
-12.68%
Standard Deviation
18.65% Sharpe Ratio
3,933 Constituents
Max Drawdown
12.48%
1.43%
-12.06%
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.
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Morningstar Q4 2021

Morningstar - Q4 2021

Table of Contents for the Digital Edition of Morningstar - Q4 2021

Contents
Morningstar - Q4 2021 - Cover1
Morningstar - Q4 2021 - Cover2
Morningstar - Q4 2021 - 1
Morningstar - Q4 2021 - 2
Morningstar - Q4 2021 - Contents
Morningstar - Q4 2021 - 4
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Morningstar - Q4 2021 - Cover3
Morningstar - Q4 2021 - 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
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https://www.nxtbook.com/nxtbooks/morningstar/magazine_20191201
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https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170405
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https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160809
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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
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https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151201
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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
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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