Third update: 2017
In 2017 EBI delivered a total return of 31.8%, whereas the mean return of the 41 Morningstar categories in the sample was 13.8%. It is worth noting that during the whole prospective period (2015Q4-2017Q4) the top option indicated by EBI has never resulted in a country/region with a negative return. Moreover, in every quarter the top option has systematically been a country belonging to the best half of the distribution. The annualized return since the begining of EBI rules (2015Q4) is 51.1%.
In 2017 EBI delivered a total return of 31.8%, whereas the mean return of the 41 Morningstar categories in the sample was 13.8%. It is worth noting that during the whole prospective period (2015Q4-2017Q4) the top option indicated by EBI has never resulted in a country/region with a negative return. Moreover, in every quarter the top option has systematically been a country belonging to the best half of the distribution. The annualized return since the begining of EBI rules (2015Q4) is 51.1%.
Best and worst investment options according to EBI
(actual ranking among 41 country/regions in parenthesis)