Sample Report: Investment Index Returns


Demonstrates using NLG Studio to create a report on US and international bond, equity, and commodity index performance.

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Sample Report: Investment Index Returns

This documentation is organized as follows:

Introduction

This sample project produces a report that identifies greatest returns over time for investment items, relative to a median return, over a large data set.

Sample Report

This report is generated from the sample data that comes with the sample index returns project.

Morningstar, Inc. provides free market data on international equity indexes, individual stocks, LICs (Listed Investment Companies), Managed Funds, and ETFs (Exchange Traded Funds) — plus news and investment portfolio information.

For passive investments and portfolios comprised of index components, there are 145 indexes listed in Morningstar’s US Reporting. The top-three performing indexes by year-to-date (YTD) returns are identified, as well as the best three indexes by one-year, three-year, and five-year returns, as of 7/05/2018.

Portfolios constructed using a weighting of different indexes are valued accordingly.

YEAR-TO-DATE % RETURNS:

The median YTD return out of all 145 different indexes is 0.3%.

US Small Growth had the highest YTD return with 14.0%, followed by US Growth with 13.1%, and by US Large Growth with 13.0%.

These top-3 indexes (by YTD returns) above had:

  • 1-year returns of 26.1%, 27.3%, and 27.9% respectively
  • 3-year-returns of 12.9%, 14.4%, and 15.1% respectively
  • 13-week returns (showing three-month movement) of 3.7%, 1.4%, and 8.2% respectively

ONE-YEAR % RETURNS:

The median 1-year return out of all 145 different indexes is 6.9%.

1-year returns were the greatest for US Technology, US Large Growth, and US Growth with 30.7%, 27.9%, and 27.3% respectively.

These top-3 indexes (by 1-year returns) above had:

  • 3-year returns of 21.3%, 15.1%, and 14.4% respectively
  • YTD returns of 11.6%, 13.0%, and 13.1% respectively
  • 13-week returns (showing three-month movement) of 0.6%, 8.2%, and 1.4% respectively

THREE-YEAR % RETURNS:

The median 3-year return out of all 145 different indexes is 5.3%.

3-year returns were the greatest for US Technology, US Large Growth, and Morningstar Wide Moat Focus with 21.3%, 15.1%, and 14.9% respectively.

These top-3 indexes (by 3-year returns) above had:

  • 1-year returns of 30.7%, 27.9%, and 12.7% respectively
  • YTD returns of 11.6%, 13.0%, and 3.9% respectively
  • 13-week returns (showing three-month movement) of 0.6%, 8.2%, and 6.7% respectively

Past performance is no guarantee of future returns.

 

Example Data

The example that follows shows the data structure. (This is an excerpt; it does not represent the full sample report.)

INDEX_NAME
INDEX_TYPE
Type
RtnYTD
Rtn_1yr
Rtn_3yr
Rtn_5yr
1-Week
4-Week
13-Week
RUNDATE
US Small Growth
Style
TR
14
26.1
12.9
13.5
2.3
1.8
3.7
07/05/2018
US Growth
Style
TR
13.1
27.3
14.4
16.4
1.1
0
1.4
US Large Growth
Style
TR
13
27.9
15.1
17.3
0.9
-0.2
8.2
US Consumr Cyclcl
Sector
TR
12
25.3
13.8
14.7
0.2
0.6
3.3
US Technology
Sector
TR
11.6
30.7
21.3
20.7
1.3
-2.5
0.6
Russell 2000 TR
Other Domestic Stock Indexes
TR
10.1
19.8
12
12.3
2.1
1
7
NASDAQ Composite PR
Other Domestic Stock Indexes
TR
9.9
23.3
14.8
16.9
1.1
-0.7
0.4
US Mid Growth
Style
TR
9.7
21.5
11
13.1
1.3
0.3
3.6
US Small Cap
Style
TR
7.2
17.2
10.9
11.9
1.7
1
1.9
US Energy Capped
Sector
TR
6.6
21.8
3
1.2
-0.4
0.6
6.3