The Market Barometer displays index return information for both Morningstar and market indexes over a range of time periods. Returns can be viewed either trailing or annually. The heat map visually charts return information for a range of investment styles. To open the Market Barometer from the top menu, select Tools, Market Barometer.
A heat map is displayed based on your selections. Click on any of the quadrants to view the corresponding index report.
View
Use the View drop-down menu to select Trailing or Annual returns.
Time Period
When View is set to Trailing Returns, the options under Time Period are 1 Month, 3 Month, YTD, 12 Month, 3 Year Annualized, or 5 Year Annualized.
When Annual Returns is selected, the Time Period options are then based on the selected Year, by quarter or for the full year.
The period begin date is based on the prior month end.
Go to the Index Data page to open the grid of available indexes. From the View menu at the top of the grid, select Trailing Returns or Annual Returns, then double-click the index from the grid to open the corresponding report.
Tip: You can print or save the Market Barometer report by clicking on the PDF Report button at the top of the Market Barometer screen.
See Also