Midlincoln Equity Allocation Monitor

USD Price Return • Equal-Weight Country/Sector Stock Indexes • Suspect rows excluded before aggregation
As-of: 2026-05-01 • Sector: Communication Services
Strongest 1Y Country
South Africa 152.30%
1M: 6.55% • 3M: 3.58%
Strongest 5Y Country
Thailand 163.96%
3Y: 85.83% • 10Y: —
Weakest 1Y Country
Turkey -23.56%
1M: -0.26% • 3M: -8.03%

Executive Summary

This monitor tracks equal-weight USD stock index performance across countries and sectors using the stock month spine in stock_calendar_months.mapdatestock. Monthly returns are built from USD-normalized prices chained by ticker. Rows flagged in stock_return_suspects with exclude_from_index = 1 are excluded before country-sector aggregation.

Country Performance Matrix (Communication Services)

Sorted by 1Y return (descending). Missing horizons display as “—”.
Country 1M 3M 1Y 2Y 3Y 5Y 10Y Level
South Africa
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6.55% 3.58% 152.30% 161.74% 122.00% 28.43% 100.22
Italy
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5.50% 15.10% 121.74% 107.47% 72.40% 21.10% 83.08
Mexico
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1.79% 26.22% 113.22% 17.28% 14.41% 2.03% 66.11
Poland
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11.83% 4.40% 103.41% 180.58% 162.87% 54.93% 146.17
Brazil
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-4.24% 14.57% 76.32% 15.80% 39.36% 75.94% 50.86
Sweden
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-3.48% 4.10% 70.93% 102.73% 49.64% -38.30% 39.72
Norway
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-5.01% 5.46% 68.36% 72.59% 98.81% -25.14% 75.60
Switzerland
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1.19% 1.19% 68.36% 62.34% 50.98% 84.02% 207.51
Singapore
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-6.94% -6.22% 65.35% 173.63% 123.90% 47.81% 82.39
Greece
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5.77% 12.62% 54.90% 62.12% 61.03% 25.33% 168.88
France
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8.92% 8.01% 42.22% 27.41% 38.90% 0.81% 78.10
Thailand
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-4.60% 0.35% 41.62% 125.50% 85.83% 163.96% 224.74
Malaysia
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8.17% -3.76% 31.91% 40.98% 17.39% -8.43% 76.89
Netherlands
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0.04% 1.00% 28.97% 16.30% 44.82% 11.86% 96.26
Hong Kong
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2.42% 6.92% 28.85% 37.43% 23.85% 7.81% 99.47
Kuwait
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2.15% 11.76% 26.67% 18.75% 10.47% -8.97% 125.08
Finland
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-0.99% 1.34% 19.59% 18.72% -13.25% -17.19% 86.37
United Arab Emirates
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-3.33% -5.25% 15.96% 4.81% -16.59% -13.49% 107.68
South Korea
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6.61% -8.20% 14.46% 9.22% -2.29% -51.98% 75.94
Qatar
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3.07% -5.14% 13.54% 26.80% 23.00% 89.23% 146.07
Japan
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4.74% -0.81% 13.31% 22.76% -0.89% -36.13% 86.88
Spain
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-0.39% 4.49% 10.46% 10.27% 5.51% -20.84% 50.76
United States
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2.27% 0.38% 7.88% 26.82% 47.13% -14.46% 167.24
Australia
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11.49% 9.54% 5.57% 19.31% 28.01% -8.03% 118.48
United Kingdom
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5.02% 0.66% 5.20% 17.92% 10.50% -6.77% 80.02
Taiwan
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0.81% 5.61% 3.72% 7.31% 0.36% -7.14% 98.04
China
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-1.41% -18.93% 3.33% 9.96% -4.32% -47.93% 58.69
Germany
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2.08% -11.40% 1.22% 24.61% 28.45% -4.92% 63.46
Canada
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9.11% -2.81% -2.61% -12.70% -29.76% -36.54% 65.58
Indonesia
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-12.07% -18.01% -8.86% -21.70% -44.20% -43.87% 27.64
Philippines
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-9.82% -17.44% -12.60% -23.48% -25.66% -55.11% 48.40
India
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-0.17% -14.93% -14.40% 0.94% 50.31% 9.97% 39.10
Saudi Arabia
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-2.60% -5.80% -16.22% -20.65% -14.17% -24.26% 101.90
Turkey
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-0.26% -8.03% -23.56% -11.85% -36.00% -76.28% 5.15

Top Countries (Index Level — last 36 months)

Top 1Y performers plotted for context. Lines may break if a series has missing months.
Methodology (click to expand)
  • Universe: Stocks classified by mapped country and mapped sector.
  • Identity key: Stock continuity is chained by ticker, not ISIN.
  • USD normalization: price_usd = Price / FX_Rate (FX_Rate=1 for USD).
  • Monthly return: Pure USD price return from one mapped stock month to the next.
  • Suspect exclusions: Rows flagged in stock_return_suspects with exclude_from_index = 1 are omitted before aggregation.
  • Index return: Equal-weight average across stocks available in that country+sector for the month.
  • Time axis: Monthly mapping uses stock_calendar_months.mapdatestock.

Country Allocation Momentum (Aggregate Index)

Equal-weight USD stock return across all included stocks within each country. Sorted by 3M return (flow proxy).
Country 1M 3M 1Y 3Y 5Y Flow Score
Hungary
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19.01% 18.02% 166.52% 173.76% 120.57% 3.54%
Israel
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11.04% 16.63% 128.99% 226.58% 106.49% -2.25%
Norway
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-3.78% 16.02% 86.73% 127.53% 50.92% 5.39%
Brazil
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2.23% 15.27% 92.51% 34.01% 25.51% 12.43%
South Korea
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17.06% 12.81% 81.21% 76.01% 1.57% 6.48%
Finland
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6.05% 10.41% 88.94% 58.02% 21.93% 5.57%
Italy
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4.08% 8.90% 73.66% 68.40% 47.36% 3.20%
Malaysia
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7.11% 6.68% 46.15% 54.54% 6.22% 2.13%
Australia
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5.69% 6.10% 17.73% 28.56% 6.82% 3.72%
Poland
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6.24% 5.04% 126.02% 151.43% 100.77% -7.58%
Austria
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1.93% 5.03% 85.72% 90.77% 56.29% -2.54%
Thailand
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-0.47% 4.96% 24.66% 19.70% 19.44% 3.32%
New Zealand
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8.64% 4.60% 5.82% 0.33% -21.82% 4.58%
France
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4.57% 4.25% 47.38% 34.63% 14.53% 1.36%
Portugal
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-0.18% 3.95% 57.78% 39.51% 39.34% 0.65%
Mexico
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1.07% 3.93% 93.96% 41.52% 108.56% 0.47%
Taiwan
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5.43% 3.74% 12.15% 11.13% -18.84% 2.82%
United States
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3.06% 2.64% 7.49% 40.85% 30.95% -0.76%
Netherlands
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4.99% 1.77% 37.90% 45.33% -2.42% -2.00%
Spain
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2.06% 1.74% 72.63% 80.84% 53.08% -4.99%
Kuwait
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4.65% 1.70% 20.68% 23.63% 6.12% -0.27%
Canada
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3.19% 1.25% 22.12% 37.55% 10.55% -1.88%
Switzerland
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4.18% 0.95% 45.26% 50.46% 51.29% -3.26%
Hong Kong
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0.56% 0.79% 36.42% 29.65% -0.32% -1.68%
China
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4.12% 0.53% 29.46% 14.04% -19.79% -0.64%
Denmark
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6.30% 0.43% 23.73% 16.54% -9.72% -0.95%
Japan
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0.42% 0.28% 22.51% 14.35% -19.46% -0.92%
United Kingdom
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3.16% -0.27% 33.85% 45.83% 27.00% -4.09%
Singapore
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-1.51% -0.38% 29.54% 30.81% 22.67% -2.94%
Turkey
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3.43% -1.07% -8.03% -44.10% -68.66% 2.61%
Qatar
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0.22% -2.71% -3.24% -8.37% -0.22% -2.01%
Belgium
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5.99% -3.26% 47.66% 45.40% 13.39% -7.04%
Saudi Arabia
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-1.72% -3.50% -14.44% -18.33% -13.81% -1.97%
Sweden
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3.53% -3.78% 50.15% 52.07% -7.32% -8.12%
Germany
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2.67% -4.09% 32.26% 44.18% -8.98% -7.77%
South Africa
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2.85% -4.77% 53.35% 92.58% 22.95% -12.49%
Ireland
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5.46% -5.05% 53.60% 42.15% 10.29% -8.56%
Colombia
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-4.84% -5.92% 147.78% 193.42% 106.22% -22.04%
Greece
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1.65% -6.64% 88.57% 116.18% 120.10% -16.32%
India
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1.70% -8.03% -20.82% 18.91% 16.52% -9.61%
Peru
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-7.06% -8.18% 105.48% 213.75% 210.59% -25.99%
United Arab Emirates
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2.29% -8.76% 21.08% 9.29% 23.63% -9.53%
Czech Republic
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-2.14% -9.31% 75.83% 55.88% 125.01% -13.97%
Chile
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-1.68% -11.31% 99.21% 51.03% 5.42% -15.57%
Philippines
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-9.68% -17.35% -19.28% -26.60% -42.49% -15.13%
Egypt
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11.14% -18.16% 49.87% -16.04% -81.31% -16.82%
Indonesia
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-9.29% -24.83% -36.29% -53.55% -47.07% -20.36%

Sector Allocation Momentum (Aggregate Index)

Equal-weight USD stock return across all included stocks within each sector. Sorted by 3M return (flow proxy).
Sector 1M 3M 1Y 3Y 5Y Flow Score
Technology 16.22% 18.76% 45.71% 83.80% 36.82% 11.78%
Energy 2.72% 14.71% 61.02% 50.27% 49.14% 10.52%
Materials 5.17% 3.64% 51.86% 30.90% 1.32% 1.07%
Utilities 0.79% 2.83% 49.14% 45.39% 32.26% -0.96%
Industrials 2.69% 2.02% 52.28% 63.82% 46.52% -3.30%
Communication Services 1.30% 0.32% 31.47% 30.12% 2.78% -2.19%
Financials 2.61% -2.14% 62.37% 88.02% 71.95% -9.47%
Consumer Staples 0.17% -4.20% 17.70% 3.18% -12.35% -4.47%
Real Estate 3.79% -4.20% 19.92% 32.78% 3.02% -6.94%
Health Care 1.46% -4.72% 25.97% 31.18% -7.22% -7.32%
Consumer Discretionary 1.59% -6.86% 9.35% 5.91% -16.41% -7.36%