Morningstar - Q1 2024 - 64

Data Dashboard
Morningstar Global Market Barometer
Morningstar Country and Regional Indexes 12/31/2023
< -20.0%
Negative Returns
1-Year Trailing Performance
Norway 5.8%
Canada 14.4%
U.K. 14.1%
Ireland 24.6%
United States 26.4%
Italy 36.4%
Mexico 44.3%
Egypt 46.6%
Colombia 28.3%
Brazil 33.3%
Peru 12.4%
New Zealand 2.0%
South Africa 0.7%
Chile 6.6%
Australia 13.3%
India 25.0%
Taiwan 32.1%
China -10.5%
Turkey -7.5%
Japan 19.2%
South Korea 24.0%
-10.0 to -19.9%
-0.1 to -9.9%
Developed Markets 17.91%
Emerging Markets 11.92%
0.1 to 9.9%
10.0 to 19.9%
U.S. 26.43%
> 20.0%
Positive Returns
Leading Developed Markets
Poland
52.6%
Italy
36.4%
Lagging Developed Markets
Leading Emerging Markets
Spain
30.3%
Hong Kong
-17.0%
1-Year Trailing Performance and Risk Measures
Return
Morningstar US Market
TR USD
1,324 Constituents
Morningstar Developed
Markets xUS GR USD
2,982 Constituents
Morningstar Emerging
Markets GR USD
3,765 Constituents
Return
11.92%
Return
17.91%
Finland
-3.3%
Israel
1.6%
Hungary
52.3%
Greece
49.7%
Egypt
46.6%
Standard Deviation
26.43% Sharpe Ratio
Max Drawdown
Standard Deviation
Sharpe Ratio
Max Drawdown
Standard Deviation
Sharpe Ratio
Max Drawdown
15.36%
1.27%
-10.48%
17.19%
0.73%
-11.51%
16.97%
0.43%
-11.60%
8
6
12/31/2020
12/31/2021
12/31/2022
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.
3-Year Growth of $10,000
$14K
US Market
$12,814
12
10
Developed Markets
ex-US
$11,323
Emerging Markets
$9,183
Lagging Emerging Markets
Thailand
-11.8%
China
-10.5%
Turkey
-7.5%
64
Morningstar Q1 2024

Morningstar - Q1 2024

Table of Contents for the Digital Edition of Morningstar - Q1 2024

Contents
Morningstar - Q1 2024 - Cover1
Morningstar - Q1 2024 - Cover2
Morningstar - Q1 2024 - Contents
Morningstar - Q1 2024 - 2
Morningstar - Q1 2024 - 3
Morningstar - Q1 2024 - 4
Morningstar - Q1 2024 - 5
Morningstar - Q1 2024 - 6
Morningstar - Q1 2024 - 7
Morningstar - Q1 2024 - 8
Morningstar - Q1 2024 - 9
Morningstar - Q1 2024 - 10
Morningstar - Q1 2024 - 11
Morningstar - Q1 2024 - 12
Morningstar - Q1 2024 - 13
Morningstar - Q1 2024 - 14
Morningstar - Q1 2024 - 15
Morningstar - Q1 2024 - 16
Morningstar - Q1 2024 - 17
Morningstar - Q1 2024 - 18
Morningstar - Q1 2024 - 19
Morningstar - Q1 2024 - 20
Morningstar - Q1 2024 - 21
Morningstar - Q1 2024 - 22
Morningstar - Q1 2024 - 23
Morningstar - Q1 2024 - 24
Morningstar - Q1 2024 - 25
Morningstar - Q1 2024 - 26
Morningstar - Q1 2024 - 27
Morningstar - Q1 2024 - 28
Morningstar - Q1 2024 - 29
Morningstar - Q1 2024 - 30
Morningstar - Q1 2024 - 31
Morningstar - Q1 2024 - 32
Morningstar - Q1 2024 - 33
Morningstar - Q1 2024 - 34
Morningstar - Q1 2024 - 35
Morningstar - Q1 2024 - 36
Morningstar - Q1 2024 - 37
Morningstar - Q1 2024 - 38
Morningstar - Q1 2024 - 39
Morningstar - Q1 2024 - 40
Morningstar - Q1 2024 - 41
Morningstar - Q1 2024 - 42
Morningstar - Q1 2024 - 43
Morningstar - Q1 2024 - 44
Morningstar - Q1 2024 - 45
Morningstar - Q1 2024 - 46
Morningstar - Q1 2024 - 47
Morningstar - Q1 2024 - 48
Morningstar - Q1 2024 - 49
Morningstar - Q1 2024 - 50
Morningstar - Q1 2024 - 51
Morningstar - Q1 2024 - 52
Morningstar - Q1 2024 - 53
Morningstar - Q1 2024 - 54
Morningstar - Q1 2024 - 55
Morningstar - Q1 2024 - 56
Morningstar - Q1 2024 - 57
Morningstar - Q1 2024 - 58
Morningstar - Q1 2024 - 59
Morningstar - Q1 2024 - 60
Morningstar - Q1 2024 - 61
Morningstar - Q1 2024 - 62
Morningstar - Q1 2024 - 63
Morningstar - Q1 2024 - 64
Morningstar - Q1 2024 - 65
Morningstar - Q1 2024 - 66
Morningstar - Q1 2024 - 67
Morningstar - Q1 2024 - 68
Morningstar - Q1 2024 - 69
Morningstar - Q1 2024 - 70
Morningstar - Q1 2024 - 71
Morningstar - Q1 2024 - 72
Morningstar - Q1 2024 - Cover3
Morningstar - Q1 2024 - Cover4
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/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