Countries used in the analysis, returns and performance of EBI
Countries / regions considered (41 Morningstar categories)
Advanced Economies (24) |
Emerging Markets (8) |
Regions (9) |
Austria; Australia & New Zealand; Canada; Denmark; France Large Cap; France Mid & Small Cap; Germany Large Cap; Germany Mid & Small Cap; Italy; Japan Large Cap; Japan Mid & Small Cap; Korea; Netherlands; Norway; Singapore; Spain; Sweden; Switzerland Large Cap; Switzerland Mid & Small Cap; UK Large Cap; UK Mid & Small Cap; USA Large Cap Growth; USA Large Cap Value; USA Small Cap |
Brazil; China; Hong Kong; India; Indonesia; Taiwan; Thailand; Vietnam |
Africa; Asia; Eastern Europe excluding Russia; Eurozone Large Cap; Eurozone Small Cap; Latinamerica; Middle East & North Africa; Nordic Countries Large Cap; Nordic Countries Mid & Small Cap |
On 2017q1, Nordic Countries Large Cap replaced Portugal
On 2022q2, USA Large Cap Growth, France Mid & Small Cap and Nordic Countries Mid & Small Cap, replaced Malaysia, Turkey and Russia
On 2022q2, USA Large Cap Growth, France Mid & Small Cap and Nordic Countries Mid & Small Cap, replaced Malaysia, Turkey and Russia
Top choice of EBI (return and actual ranking)
Country/region ranked first by EBI, its return and actual ranking among 41 countries/regions
Period |
Country / Region |
Return (%) |
Ranking |
2015q4 2016q1 2016q2 2016q3 2016q4 2017q1 2017q2 2017q3 2017q4 2018q1 2018q2 2018q3 2018q4 2019q1 2019q2 2019q3 2019q4 2020q1 2020q2 2020q3 2020q4 2021q1 2021q2 2021q3 2021q4 2022q1 2022q2 2022q3 2022q4 2023q1 |
Indonesia Brazil Brazil Brazil Portugal Italy China Russia China Brazil Norway Norway Turkey Thailand Turkey Eurozone S Cap USA S Cap Denmark Eurozone L Cap Indonesia Indonesia Indonesia Austria Turkey Turkey Brazil India Nordic M&S Cap Nordic M&S Cap Nordic M&S Cap |
21.2 19.2 15.3 10.6 4.3 9.0 2.2 11.8 5.9 6.6 12.0 6.1 4.5 9.4 2.0 -2.0 5.6 -16.8 15.9 -9.3 27.2 -2.0 8.9 3.8 -8.4 32.9 -7.8 -12.2 8.6 1.4 |
1 1 1 7 20 11 18 2 10 2 2 3 4 25 21 37 22 5 22 39 2 38 9 10 41 1 13 38 16 26 |
Note: Returns in € obtained from Morningstar