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Fund Category Performance: Total Returns

Category

A list of all the Morningstar Categories with average trailing returns (3 months, YTD, 1 year, 3 years, 5 years) for all the funds in that category.

The Morningstar category is used as a benchmark for funds for example on the Morningstar Fund Reports. Click any of the categories to focus and see a list of funds that have this category assigned to.

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Morningstar
Category
YTD Return%3 Month Return %1 Year Return %3 Year Anlsd %5 Year Anlsd %3Yr Std DevDate
Sector Equity Technology27.936.0710.1320.4819.9316.0513/09/2019
US Large-Cap Growth Equity26.115.2210.5117.5116.4312.9413/09/2019
Russia Equity29.655.4029.5016.7910.9117.5513/09/2019
Brazil Equity22.454.6564.0516.615.2728.5213/09/2019
Sector Equity Private Equity29.348.7211.2416.4412.8311.6813/09/2019
Greece Equity30.770.6019.2916.26-1.8919.6513/09/2019
US Flex-Cap Equity23.645.167.0614.4814.1613.0513/09/2019
BRIC Equity18.334.1021.3514.3910.9713.8913/09/2019
US Large-Cap Blend Equity23.295.849.0014.2714.1611.7813/09/2019
Thailand Equity15.922.588.8613.899.8913.1513/09/2019
Global Large-Cap Growth Equity22.444.608.7113.0812.5011.6513/09/2019
Commodities - Precious Metals25.7217.3336.6512.977.1015.2913/09/2019
US Small-Cap Equity22.115.04-0.0712.7213.2315.0913/09/2019
Emerging Europe Equity22.134.1124.6412.516.5714.7713/09/2019
Switzerland Small/Mid-Cap Equity25.275.070.6912.3815.5412.5713/09/2019
Netherlands Equity26.735.1310.5212.1514.7713.0513/09/2019
Europe High Yield Bond-1.32-0.717.2811.946.739.0627/04/2018
US Mid-Cap Equity25.066.135.5011.9113.0813.3513/09/2019
Sector Equity Industrial Materials21.984.816.0011.839.9113.5213/09/2019
Greater China Equity19.218.7012.0811.7211.9815.7713/09/2019
Pacific ex-Japan Equity18.453.5713.2011.608.5011.2213/09/2019
Sector Equity Financial Services19.483.614.9011.609.1014.3313/09/2019
Taiwan Large-Cap Equity18.919.8810.9011.5711.0314.7513/09/2019
France Large-Cap Equity21.554.857.3711.538.8812.5713/09/2019
Norway Equity9.030.89-7.0111.457.7115.0213/09/2019
Sector Equity Consumer Goods & Services22.365.3811.4211.4111.4112.5913/09/2019
US Large-Cap Value Equity19.575.756.8011.3512.4711.8213/09/2019
Sector Equity Utilities19.745.1521.8911.2810.8513.2913/09/2019
China Equity17.657.4312.1911.1811.0416.1513/09/2019
Austria Equity13.972.80-7.4810.869.0515.7713/09/2019
Switzerland Large-Cap Equity22.833.8410.1510.8410.5310.0713/09/2019
Sector Equity Water24.395.2610.0910.6510.9110.6313/09/2019
Global Large-Cap Blend Equity18.974.536.7410.4710.2310.5913/09/2019
Sector Equity Ecology22.984.568.4010.369.8611.6013/09/2019
Japan Small/Mid-Cap Equity10.483.71-3.4510.2014.3814.8613/09/2019
Italy Equity18.516.161.1410.024.8916.9513/09/2019
Greater China Allocation14.274.4613.149.85-10.9613/09/2019
Global Small-Cap Equity18.463.500.289.8411.0211.6813/09/2019
Asia-Pacific ex-Japan Equity13.484.088.529.789.0112.7613/09/2019
Singapore Equity10.552.6912.159.646.4912.8613/09/2019
Australia & New Zealand Equity21.497.1911.009.616.7712.4213/09/2019
Poland Equity-7.94-6.22-4.719.60-3.0016.9013/09/2019
Asia ex-Japan Equity13.895.209.579.369.3413.2313/09/2019
Latin America Equity12.380.2725.459.323.2721.0113/09/2019
Asia-Pacific ex-Japan Equity Income14.064.2411.189.328.6711.0113/09/2019
Target Date 2046+16.544.206.379.299.259.6813/09/2019
Property - Indirect Eurozone9.982.620.609.1410.9412.0725/06/2019
Europe ex-UK Large-Cap Equity19.424.425.089.118.7911.6613/09/2019
Global Equity Income16.974.128.059.039.329.7813/09/2019
Global Flex-Cap Equity16.804.043.599.019.4311.6913/09/2019
Property - Indirect Asia16.522.1018.719.009.5911.1613/09/2019
Eurozone Mid-Cap Equity17.982.68-3.268.979.7613.1913/09/2019
Japan Flex-Cap Equity11.885.09-0.788.9611.3113.6613/09/2019
Sector Equity Healthcare11.572.582.378.9510.7112.6313/09/2019
Europe Large-Cap Growth Equity21.663.325.088.959.7611.3013/09/2019
Eurozone Small-Cap Equity11.702.34-4.308.9210.3814.0613/09/2019
Europe Mid-Cap Equity18.742.45-1.388.8910.1712.0613/09/2019
UK Small-Cap Equity11.14-2.00-6.138.868.5311.7913/09/2019
Target Date 2041 - 204515.463.955.918.858.849.4213/09/2019
Sector Equity Agriculture17.573.504.278.787.0111.4313/09/2019
China Equity - A Shares32.138.0425.768.7113.6317.8513/09/2019
Finland Equity15.192.241.368.7011.4812.1313/09/2019
Sector Equity Alternative Energy23.825.6513.838.705.6514.6813/09/2019
Global Large-Cap Value Equity14.994.783.418.698.9510.8213/09/2019
Africa & Middle East Equity11.76-1.0511.158.662.4611.5313/09/2019
Global Emerging Markets Equity12.813.6210.758.616.8012.7613/09/2019
Emerging Europe ex-Russia Equity7.791.378.578.615.8514.4313/09/2019
Target Date 2036 - 204015.583.966.068.608.408.8213/09/2019
Hong Kong Equity9.532.046.708.599.4914.1513/09/2019
USD Aggressive Allocation16.024.358.818.589.599.5213/09/2019
Asia-Pacific inc. Japan Equity13.514.926.468.569.3511.5913/09/2019
Japan Large-Cap Equity13.666.723.128.4911.0011.8113/09/2019
Europe Small-Cap Equity13.820.08-5.628.4110.8113.0213/09/2019
Eurozone Large-Cap Equity17.243.873.328.357.5712.2913/09/2019
GBP Adventurous Allocation14.923.625.148.277.729.0613/09/2019
Sector Equity Infrastructure18.824.0516.348.158.7611.5613/09/2019
Europe ex-UK Small/Mid-Cap Equity15.191.19-3.437.8610.7312.6013/09/2019
Spain Equity5.880.05-5.227.855.7213.4313/09/2019
Target Date 2031 - 203512.913.525.207.807.878.6013/09/2019
Sweden Equity15.173.363.517.729.2612.1413/09/2019
UK Mid-Cap Equity18.723.200.527.628.4111.5213/09/2019
Europe Large-Cap Blend Equity17.212.723.677.556.9710.8213/09/2019
Islamic Global Equity13.314.001.937.467.8510.1813/09/2019
Property - Indirect Global21.353.5314.947.3710.3410.9513/09/2019
Nordic Small/Mid-Cap Equity13.47-0.25-1.977.3412.0313.0113/09/2019
Nordic Equity14.141.422.297.308.7411.3213/09/2019
USD Moderate Allocation13.524.3310.167.288.868.2413/09/2019
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
EUR Aggressive Allocation - Global13.723.473.687.036.989.3613/09/2019
Global High Yield Bond12.264.0011.326.999.107.8313/09/2019
USD High Yield Bond12.183.7510.296.968.977.8413/09/2019
Target Date 2026 - 203012.863.656.176.807.117.8313/09/2019
Vietnam Equity6.933.862.146.7611.0113.4713/09/2019
Europe Large-Cap Value Equity13.393.000.756.755.7211.7213/09/2019
Germany Large-Cap Equity15.792.09-1.886.667.3513.6413/09/2019
Global Bond - ILS14.275.0311.946.639.458.6713/09/2019
UK Large-Cap Equity13.991.633.716.605.659.9413/09/2019
USD Flexible Allocation13.084.028.416.608.699.0813/09/2019
Denmark Equity13.87-0.14-1.636.5912.8512.9113/09/2019
GBP Moderately Adventurous Allocation12.973.025.076.546.527.4613/09/2019
Israel Large/Mid-Cap Equity17.227.702.106.53-13.2909/09/2019
Europe Equity Income13.612.373.276.526.2810.8213/09/2019
Global Emerging Markets Allocation11.043.4411.056.515.5910.1013/09/2019
Europe Flex-Cap Equity14.962.16-0.746.507.7611.9113/09/2019
Global Emerging Markets Corporate Bond12.634.2416.426.489.628.5313/09/2019
Germany Small/Mid-Cap Equity12.441.49-5.266.457.9713.7813/09/2019
Eurozone Flex-Cap Equity13.881.781.526.457.6212.8913/09/2019
ASEAN Equity10.352.6511.086.445.3311.3013/09/2019
EUR Aggressive Allocation10.492.311.256.436.859.8013/09/2019
UK Flex-Cap Equity14.301.25-0.126.326.2611.0813/09/2019
Asia Allocation12.164.2011.336.207.829.3613/09/2019
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
Islamic Global Bond13.246.9821.446.029.149.4213/09/2019
Global Corporate Bond - USD Hedged12.554.7515.045.969.488.6313/09/2019
Sector Equity Natural Resources14.124.172.305.941.9116.0213/09/2019
Property - Indirect North America24.594.7016.335.8311.5814.8913/09/2019
Global Flexible Bond - USD Hedged10.453.9712.705.778.708.1613/09/2019
EUR Bond - Long Term17.827.6220.405.769.4411.9213/09/2019
Sector Equity Biotechnology13.541.01-6.455.708.0218.7413/09/2019
Convertible Bond - Global, USD Hedged11.374.047.465.668.537.9513/09/2019
Asia High Yield Bond11.402.8014.415.6310.198.3713/09/2019
USD Cautious Allocation10.373.9310.325.577.827.8813/09/2019
USD Corporate Bond13.094.8615.615.568.818.7413/09/2019
USD Flexible Bond9.903.5311.445.568.488.2313/09/2019
Property - Indirect Europe11.850.160.295.549.0311.6613/09/2019
Global Emerging Markets Bond12.203.8215.755.518.448.9813/09/2019
CHF Aggressive Allocation13.374.525.845.436.209.0813/09/2019
Asia Bond11.484.0715.535.288.748.4313/09/2019
Global Corporate Bond10.763.8512.335.278.087.6713/09/2019
EUR High Yield Bond7.412.784.085.215.927.2213/09/2019
Sector Equity Communications20.304.7411.505.187.4113.1313/09/2019
Global Emerging Markets Small/Mid-Cap Equity11.013.097.725.175.7812.5213/09/2019
India Equity0.03-5.46-0.105.099.0118.6913/09/2019
Global Emerging Markets Bond - Local Currency10.494.3318.084.884.6210.6213/09/2019
Global Flexible Bond7.902.778.984.777.717.8313/09/2019
Global Bond - USD Hedged8.413.3612.624.728.288.8113/09/2019
EUR Moderate Allocation - Global9.172.743.124.715.257.6513/09/2019
Asia Bond - Local Currency8.264.4615.034.697.208.4513/09/2019
EUR Flexible Allocation - Global9.162.661.754.694.838.6913/09/2019
GBP Moderate Allocation10.032.514.414.684.935.5813/09/2019
Global Inflation-Linked Bond - USD Hedged8.973.9611.374.619.039.4613/09/2019
Target Date 2021 - 20258.552.673.494.555.027.0913/09/2019
UK Equity Income11.160.840.794.555.109.8913/09/2019
Convertible Bond - Global8.762.563.834.546.937.3413/09/2019
Africa Equity6.952.234.114.54-2.5514.1113/09/2019
RMB High Yield Bond9.241.9113.144.50-8.1013/09/2019
EUR Flexible Allocation8.272.121.414.504.589.1313/09/2019
GBP Flexible Allocation10.052.413.634.444.696.3013/09/2019
RMB Bond7.312.1610.434.447.097.8813/09/2019
Global High Yield Bond - EUR Hedged7.271.873.254.424.607.1913/09/2019
CHF Moderate Allocation11.514.906.574.366.208.3613/09/2019
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
USD Diversified Bond9.783.9513.464.337.978.7213/09/2019
GBP High Yield Bond8.942.684.954.324.273.6013/09/2019
Global High Yield Bond - GBP Hedged9.162.114.874.303.563.7013/09/2019
NOK High Yield Bond2.94-0.31-0.134.29-0.389.5813/09/2019
Property - Direct UK0.18-0.250.364.283.922.2913/09/2019
EUR Moderate Allocation8.172.101.854.214.838.2013/09/2019
Global Frontier Markets Equity5.65-0.663.494.132.6310.1213/09/2019
NOK Moderate Allocation9.321.241.054.033.969.4913/09/2019
Target Date 2016 - 20205.242.123.763.824.566.6813/09/2019
South Africa & Namibia Equity7.551.917.683.762.8317.6013/09/2019
Canada Equity19.994.715.993.710.8711.8913/09/2019
GBP Inflation-Linked Bond10.872.7212.783.687.859.2213/09/2019
Global Inflation-Linked Bond7.212.8310.333.684.047.7613/09/2019
Asia ex-Japan Small/Mid-Cap Equity9.081.824.783.675.4213.0913/09/2019
USD Diversified Bond - Short Term5.032.458.343.656.678.2613/09/2019
Global High Yield Bond - CHF Hedged9.644.055.973.645.928.4913/09/2019
DKK Bond2.690.773.553.544.666.9613/09/2019
AUD Bond-4.89-3.44-3.813.50-1.0312.6127/04/2018
Global Bond - GBP Biased10.553.208.843.452.983.5813/09/2019
Global Bond - USD Biased8.393.1011.033.426.928.1513/09/2019
GBP Moderately Cautious Allocation8.152.214.743.354.003.8213/09/2019
USD Money Market - Short Term3.682.347.313.346.388.1813/09/2019
EUR Corporate Bond5.242.154.983.334.537.2113/09/2019
SEK Moderate Allocation6.172.472.403.315.018.4713/09/2019
GBP Cautious Allocation7.642.205.283.304.153.2413/09/2019
Global Emerging Markets Corporate Bond - EUR Biased6.981.957.333.294.448.0913/09/2019
USD Government Bond7.543.1012.053.276.669.5813/09/2019
EUR Cautious Allocation5.751.943.043.233.986.9913/09/2019
USD Inflation-Linked Bond8.422.9710.403.226.019.1113/09/2019
EUR Cautious Allocation - Global6.192.163.073.204.106.9413/09/2019
USD Money Market3.952.417.473.196.228.1513/09/2019
DKK Domestic Bond1.710.492.583.154.216.8513/09/2019
Emerging Europe Bond7.173.7812.263.124.778.9013/09/2019
GBP Corporate Bond8.372.427.683.075.014.4513/09/2019
RMB Bond - Onshore3.091.708.983.03-8.1813/09/2019
Europe Bond5.332.816.103.034.647.2113/09/2019
Global Bond7.193.029.652.985.727.7713/09/2019
GBP Flexible Bond7.522.496.152.984.243.6613/09/2019
EUR Government Bond5.533.046.742.954.507.7713/09/2019
Convertible Bond - Europe5.291.53-0.372.924.157.3313/09/2019
EUR Flexible Bond4.782.203.872.883.427.2313/09/2019
Global Emerging Markets Bond - EUR Biased7.601.927.832.874.329.3713/09/2019
SEK Flexible Allocation6.512.161.452.864.009.5713/09/2019
HKD Bond4.812.649.182.846.778.4613/09/2019
EUR Inflation-Linked Bond4.433.823.572.833.757.8513/09/2019
Convertible Bond - Global, EUR Hedged6.081.40-0.582.813.597.3313/09/2019
Global Flexible Bond - EUR Hedged4.611.383.552.753.667.3213/09/2019
Global Flexible Bond - GBP Hedged6.881.795.362.732.872.8313/09/2019
Global Corporate Bond - EUR Hedged6.572.205.692.734.057.7513/09/2019
CHF Cautious Allocation8.754.435.862.724.898.3913/09/2019
Convertible Bond - Global, CHF Hedged8.563.822.582.705.478.6713/09/2019
EUR Diversified Bond4.502.304.882.644.087.3013/09/2019
Target Date 2011 - 20152.991.642.252.642.876.8613/09/2019
GBP Diversified Bond7.702.377.232.624.774.6913/09/2019
Global Corporate Bond - CHF Hedged9.514.528.942.576.319.6013/09/2019
Global Bond - EUR Biased4.172.114.652.393.837.0913/09/2019
Convertible Bond - Global, GBP Hedged7.811.750.182.352.025.3913/09/2019
Global Flexible Bond - CHF Hedged7.063.376.522.294.988.8913/09/2019
Global Corporate Bond - GBP Hedged8.002.147.092.272.932.9713/09/2019
NOK Cautious Allocation5.510.590.222.211.848.9113/09/2019
Property - Direct Europe1.250.832.132.092.688.2113/09/2019
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
GBP Government Bond8.632.999.592.075.546.6413/09/2019
France Small/Mid-Cap Equity13.051.63-6.641.944.0714.8313/09/2019
EUR Corporate Bond - Short Term1.420.791.241.922.816.7113/09/2019
Global Bond - CHF Biased7.003.587.671.894.529.2813/09/2019
Global Inflation-Linked Bond - EUR Hedged3.861.673.221.753.788.1413/09/2019
Global Bond - EUR Hedged3.141.133.601.732.827.7013/09/2019
CHF Bond4.783.046.491.724.939.5813/09/2019
Indonesia Equity5.311.7616.161.682.7917.2313/09/2019
Global Inflation-Linked Bond - GBP Hedged5.701.714.841.682.743.3813/09/2019
Global Bond - GBP Hedged5.011.205.681.662.443.1213/09/2019
Global Bond - CHF Hedged5.723.016.951.604.539.5313/09/2019
Global Bond - NOK Hedged3.70-0.582.391.590.929.6013/09/2019
CAD Money Market-4.28-1.29-0.271.58-1.9210.3527/04/2018
CAD Bond-5.50-1.93-2.591.44-0.2410.7427/04/2018
EUR Government Bond - Short Term0.320.591.121.432.297.1613/09/2019
EUR Diversified Bond - Short Term0.330.530.561.402.386.7513/09/2019
Sector Equity Energy8.230.47-10.881.24-4.7716.2413/09/2019
EUR Ultra Short-Term Bond-0.650.16-0.291.222.156.6413/09/2019
NOK Bond - Short Term1.21-0.66-1.261.190.348.9813/09/2019
EUR Money Market-0.970.09-0.471.092.016.6313/09/2019
EUR Money Market - Short Term-1.22-0.02-0.680.941.876.6313/09/2019
JPY Bond6.802.7013.100.947.5211.4213/09/2019
NOK Bond1.23-0.87-0.780.930.688.9313/09/2019
Commodities - Broad Basket4.623.27-1.910.72-5.1710.9513/09/2019
Property - Direct Global0.080.340.190.631.178.4713/09/2019
CHF Money Market1.482.322.170.563.488.6113/09/2019
SEK Cautious Allocation0.841.991.140.491.988.1613/09/2019
CHF Bond - Short Term1.532.422.430.483.658.7213/09/2019
GBP Money Market - Short Term0.500.160.660.350.300.0913/09/2019
GBP Diversified Bond - Short Term1.300.411.460.320.630.7213/09/2019
GBP Money Market0.330.110.500.220.220.0813/09/2019
Sector Equity Precious Metals33.4222.1448.28-0.357.8824.2213/09/2019
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
SEK Corporate Bond-3.121.34-0.14-0.810.419.1013/09/2019
Commodities - Energy6.18-12.88-29.07-1.02-21.7607/08/2019
SEK Bond-2.751.121.17-1.161.069.1613/09/2019
SEK Ultra Short-Term Bond-5.540.65-2.07-2.43-0.879.0813/09/2019
Korea Equity-7.31-1.03-15.29-3.41-0.3515.5513/09/2019
Property - Direct Other1.291.182.95-5.30-10.8611.0613/09/2019
TRY Bond-8.53-5.41-14.57-5.57-9.8118.0627/04/2018
Commodities - Broad Agriculture-9.98-9.11-9.64-7.92-6.8713.0213/09/2019
Turkey Equity8.1914.7926.18-7.96-5.8332.3113/09/2019
Alt - Currency-------
Alt - Diversified Arbitrage-------
Alt - Event Driven-------
Alt - Fund of Funds - Equity-------
Alt - Fund of Funds - Multistrategy-------
Alt - Fund of Funds - Other-------
Alt - Global Macro-------
Alt - Long/Short Credit-------
Alt - Long/Short Equity - Emerging Markets-------
Alt - Long/Short Equity - Europe-------
Alt - Long/Short Equity - Global-------
Alt - Long/Short Equity - Other-------
Alt - Long/Short Equity - UK-------
Alt - Long/Short Equity - US-------
Alt - Market Neutral - Equity-------
Alt - Multistrategy-------
Alt - Other-------
Alt - Relative Value Arbitrage-------
Alt - Systematic Futures-------
Alt - Volatility-------
Capital Protected-------
Commodities - Grains-4.581.72-1.01---17/07/2019
Commodities - Industrial & Broad Metals1.20-5.43---12.4817/07/2019
Commodities - Other-------
Convertible Bond - Other-------
EUR Subordinated Bond-------
Fixed Term Bond-------
Guaranteed Funds-------
Islamic Allocation - Other-------
Islamic Equity - Other-------
Japan Equity PP-5.76-2.2311.70--17.9512/02/2010
Money Market - Other-------
Other-------
Other Africa & Middle East Equity-------
Other Allocation-------
Other Americas Equity-------
Other Bond-------
Other Equity-------
Other Inflation-Linked Bond-------
Property - Indirect Other-------
Property - Indirect Switzerland7.1411.17---10.0931/07/2019
Trading - Leveraged/Inverse Commodities-------
Trading - Leveraged/Inverse Equity-------
Trading - Leveraged/Inverse Fixed Income-------
Trading - Leveraged/Inverse Other-------
An extensive list of fund return averaged for all Morningstar categories. 3-months, YTD, 1-year, 3-year and 5-year returns plus 3-year standard deviation.
Performance figures are presented in British Sterling (GBP)

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