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
Japan Small/Mid-Cap Equity2.05-2.7716.4826.8517.3914.0421/09/2018
Sector Equity Technology9.57-3.2715.5925.4617.8414.3321/09/2018
Switzerland Small/Mid-Cap Equity6.455.7012.0224.4118.1410.9121/09/2018
Norway Equity15.786.5715.1524.3512.3613.3121/09/2018
Russia Equity3.213.735.4423.613.0117.8821/09/2018
Austria Equity0.686.486.4023.389.3414.3321/09/2018
Thailand Equity5.8710.4915.5121.549.0414.3021/09/2018
US Large-Cap Growth Equity17.645.6526.0121.4917.2511.1721/09/2018
BRIC Equity-3.03-1.321.3521.038.7416.2121/09/2018
US Small-Cap Equity14.313.8022.8120.9614.8812.4621/09/2018
Sector Equity Industrial Materials3.814.329.8820.9210.4513.3521/09/2018
Sweden Small/Mid-Cap Equity9.236.927.9220.7414.8313.4521/09/2018
US Large-Cap Blend Equity11.996.3020.4620.7215.6310.2021/09/2018
Netherlands Equity-1.79-1.632.3020.6713.3011.4921/09/2018
Finland Equity8.854.097.2720.5712.3911.2121/09/2018
Brazil Equity-17.710.32-20.7820.57-3.5533.5421/09/2018
US Flex-Cap Equity13.295.1521.7220.2114.9611.1021/09/2018
Japan Flex-Cap Equity1.020.3012.9919.8313.1113.0221/09/2018
Vietnam Equity0.163.2416.5819.8017.2114.9221/09/2018
Eurozone Small-Cap Equity-0.170.013.4719.528.1911.3521/09/2018
Sector Equity Natural Resources0.79-0.319.8419.512.2519.5721/09/2018
Europe Small-Cap Equity2.111.286.4419.1913.7410.7421/09/2018
US Large-Cap Value Equity9.386.6617.0919.0413.8210.3821/09/2018
Global Small-Cap Equity7.672.2014.7218.9112.939.3721/09/2018
Taiwan Large-Cap Equity3.14-0.235.1118.7411.3314.4521/09/2018
Greater China Equity-3.39-6.851.2418.4811.7915.7321/09/2018
US Mid-Cap Equity11.463.9519.7318.2114.8710.8421/09/2018
China Equity-4.37-8.101.2718.0511.6516.5021/09/2018
Global Large-Cap Growth Equity8.592.4614.9417.9412.5610.2321/09/2018
Japan Large-Cap Equity2.551.9113.2217.8810.9412.3121/09/2018
Sector Equity Water2.825.039.7517.7610.419.7221/09/2018
Europe ex-UK Small/Mid-Cap Equity2.822.155.2817.6713.3310.5721/09/2018
Asia-Pacific ex-Japan Equity-2.63-2.593.0317.549.3312.6221/09/2018
Asia-Pacific inc. Japan Equity-1.13-1.347.0017.309.3212.1021/09/2018
Hong Kong Equity-1.96-3.843.1817.3010.0214.1721/09/2018
Eurozone Mid-Cap Equity1.500.733.4417.1413.6011.1921/09/2018
Australia & New Zealand Equity-0.840.586.2717.134.3113.8221/09/2018
Asia ex Japan Equity-5.90-4.58-0.2416.799.9513.3421/09/2018
France Large-Cap Equity4.683.567.0516.618.8010.7721/09/2018
Germany Small/Mid-Cap Equity0.041.023.7516.549.8011.8821/09/2018
Denmark Equity4.323.272.9416.4417.3111.8821/09/2018
Global Large-Cap Blend Equity5.343.4911.1116.4310.599.7121/09/2018
Global Large-Cap Value Equity4.104.0110.1516.3110.769.9721/09/2018
Global Flex-Cap Equity3.591.319.0816.1010.5110.5921/09/2018
Asia-Pacific ex-Japan Equity Income-1.67-0.052.4916.038.0712.1921/09/2018
Global Emerging Markets Equity-6.92-2.41-2.7115.986.2214.1621/09/2018
Sector Equity Precious Metals-15.57-10.86-15.4215.98-1.2737.6721/09/2018
Sector Equity Financial Services3.353.708.3915.9810.3514.1221/09/2018
Sector Equity Ecology3.092.448.3715.7610.2110.2821/09/2018
Sector Equity Consumer Goods & Services3.461.4010.2615.6910.0511.8121/09/2018
Germany Large-Cap Equity-3.500.200.9715.528.6613.5821/09/2018
Europe Mid-Cap Equity4.362.007.7515.5012.139.8721/09/2018
Emerging Europe Equity-8.060.80-4.8215.470.3515.1721/09/2018
Target Date 2046+4.773.819.2515.449.519.2621/09/2018
Latin America Equity-8.833.70-13.0515.43-0.6524.2021/09/2018
Sweden Equity5.638.733.6615.318.9410.6021/09/2018
Nordic Equity5.565.914.8114.939.599.7121/09/2018
Singapore Equity-2.84-0.564.1214.935.1113.9721/09/2018
Global Equity Income3.314.258.4614.889.729.4521/09/2018
Target Date 2041 - 20454.253.648.6214.869.248.9521/09/2018
Eurozone Flex-Cap Equity2.062.683.8014.818.7611.3521/09/2018
Sector Equity Agriculture4.354.8111.6114.597.3111.2221/09/2018
Islamic Global Equity2.292.686.8914.567.869.7521/09/2018
Target Date 2036 - 20402.462.366.8614.489.048.7821/09/2018
Global Equity PP2.222.735.4614.158.649.7819/09/2018
Eurozone Large-Cap Equity0.832.072.4414.128.0411.4421/09/2018
Sector Equity Infrastructure-0.311.600.1414.119.4413.5221/09/2018
Property - Indirect Asia1.35-1.205.4714.095.8712.4521/09/2018
Switzerland Large-Cap Equity4.068.427.5513.8410.139.8821/09/2018
USD Aggressive Allocation4.332.318.5613.828.249.5121/09/2018
Europe ex-UK Large-Cap Equity1.832.403.7613.789.3310.2021/09/2018
Europe Flex-Cap Equity0.271.473.4813.728.3610.3521/09/2018
Target Date 2031 - 20353.203.436.9013.698.258.6721/09/2018
ASEAN Equity-4.061.193.1413.644.4013.6721/09/2018
UK Small-Cap Equity4.84-0.4111.6513.6012.2311.4221/09/2018
Sector Equity Utilities3.254.762.5113.308.6115.1921/09/2018
EUR Aggressive Allocation - Global1.862.436.1913.237.139.1221/09/2018
India Equity-9.86-4.03-3.9013.1217.1917.3021/09/2018
EUR Aggressive Allocation1.342.174.3213.117.189.3121/09/2018
Sector Equity Energy9.193.8817.6013.04-1.3617.2921/09/2018
Europe Large-Cap Growth Equity3.752.816.2113.048.629.5121/09/2018
Europe Large-Cap Value Equity0.102.422.2112.467.1610.8921/09/2018
Indonesia Equity-11.20-3.88-7.8312.341.5321.9321/09/2018
Emerging Europe ex-Russia Equity-7.751.67-6.8812.334.9015.2121/09/2018
EUR High Yield Bond0.843.282.3112.255.749.1121/09/2018
Target Date 2026 - 20301.201.944.7912.217.308.4321/09/2018
Global Emerging Markets Small/Mid-Cap Equity-10.76-5.78-6.9312.166.2513.3521/09/2018
Sector Equity Alternative Energy-2.36-0.592.1212.056.5013.0821/09/2018
Sector Equity Healthcare13.795.6316.3712.0314.6513.0521/09/2018
Europe Large-Cap Blend Equity0.982.593.8612.037.399.6521/09/2018
Asia Allocation-1.56-0.611.6812.006.6910.6521/09/2018
Europe High Yield Bond-1.32-0.717.2811.946.739.0627/04/2018
Global Bond - ILS-0.602.381.1611.867.509.9021/09/2018
Global Emerging Markets Allocation-5.85-1.36-2.6211.714.1012.0021/09/2018
GBP Adventurous Allocation1.670.076.4611.677.988.4021/09/2018
Property - Indirect Global3.332.317.4711.658.5511.6321/09/2018
NOK Moderate Allocation4.492.832.7211.634.519.4221/09/2018
Europe Equity Income0.303.242.6511.577.549.7521/09/2018
Property - Indirect Europe3.001.9810.8411.5611.9711.7921/09/2018
Asia ex-Japan Small/Mid-Cap Equity-8.15-6.86-3.7411.477.7312.7921/09/2018
Global High Yield Bond - EUR Hedged0.233.241.3211.464.519.4721/09/2018
Commodities - Energy19.299.5436.3611.33-8.0217.0819/09/2018
Global High Yield Bond3.732.524.6211.318.099.1421/09/2018
USD Moderate Allocation3.792.296.8911.267.788.9521/09/2018
NOK High Yield Bond6.912.092.7310.89-1.4311.2721/09/2018
USD Flexible Allocation3.161.626.3110.897.279.7121/09/2018
USD High Yield Bond4.692.425.5710.897.719.2221/09/2018
Asia High Yield Bond-0.560.690.0410.858.8110.1321/09/2018
EUR Moderate Allocation - Global0.572.263.4810.845.348.4321/09/2018
Sector Equity Private Equity3.156.175.9010.826.0310.8821/09/2018
EUR Moderate Allocation0.702.362.9210.815.148.7521/09/2018
EUR Flexible Allocation - Global0.161.693.2610.804.889.3021/09/2018
Islamic Global Bond-3.54-2.26-3.2510.745.2311.3621/09/2018
France Small/Mid-Cap Equity-8.59-3.85-5.6810.686.5011.6320/09/2018
China Equity - A Shares-14.21-9.31-7.6410.6414.0120.7421/09/2018
Convertible Bond - Global3.300.914.4910.507.078.1721/09/2018
EUR Bond - Long Term2.162.414.5010.458.3815.3821/09/2018
Poland Equity-10.142.97-8.5210.402.7718.2021/09/2018
DKK Bond1.262.562.7510.394.319.4221/09/2018
Global Frontier Markets Equity-9.72-5.50-4.8710.346.4111.0821/09/2018
Global Emerging Markets Corporate Bond-0.401.830.6410.337.8910.2621/09/2018
EUR Flexible Allocation-0.581.391.6210.314.599.5921/09/2018
UK Flex-Cap Equity2.15-1.468.3010.298.4710.3821/09/2018
Italy Equity1.322.520.8210.228.0816.7021/09/2018
Target Date 2021 - 20250.702.453.1510.184.838.1321/09/2018
Global Emerging Markets Corporate Bond - EUR Biased-4.192.55-3.3110.163.6510.5321/09/2018
SEK Moderate Allocation0.073.930.1210.144.508.6621/09/2018
Property - Indirect North America3.704.285.6810.129.8816.0921/09/2018
DKK Domestic Bond1.422.682.8510.073.949.3621/09/2018
Property - Indirect Switzerland-1.092.48-0.7210.028.7212.2019/09/2018
Global Emerging Markets Bond-2.531.35-1.669.916.2211.0821/09/2018
Global Emerging Markets Bond - EUR Biased-5.622.26-4.559.863.2211.8621/09/2018
EUR Corporate Bond0.212.371.679.674.079.3921/09/2018
Convertible Bond - Europe-0.141.830.719.573.968.2521/09/2018
CHF Moderate Allocation2.844.124.929.555.339.8121/09/2018
UK Mid-Cap Equity1.40-1.098.239.559.9110.5921/09/2018
CHF Aggressive Allocation3.574.696.599.545.269.8421/09/2018
JPY Bond3.02-2.102.949.493.2416.1321/09/2018
Convertible Bond - Global, EUR Hedged0.151.431.589.453.968.3121/09/2018
UK Large-Cap Blend Equity1.16-1.176.529.436.539.1921/09/2018
UK Large-Cap Value Equity0.67-1.674.519.415.899.3921/09/2018
Convertible Bond - Global, USD Hedged3.090.344.629.327.968.5621/09/2018
SEK Flexible Allocation-0.863.41-0.589.273.019.6021/09/2018
USD Cautious Allocation2.781.644.549.266.389.0521/09/2018
GBP Moderately Adventurous Allocation1.300.245.039.246.887.0121/09/2018
USD Flexible Bond2.721.693.449.236.649.5821/09/2018
Global Flexible Bond0.230.790.879.216.629.5421/09/2018
Asia Bond0.501.311.269.206.5810.0721/09/2018
Global Flexible Bond - EUR Hedged-1.252.39-0.219.163.049.4121/09/2018
EUR Cautious Allocation - Global-0.252.001.569.123.578.5421/09/2018
Global Corporate Bond - USD Hedged1.911.873.159.067.599.9121/09/2018
Global Inflation-Linked Bond - USD Hedged3.000.975.089.037.5511.3421/09/2018
EUR Cautious Allocation0.302.121.948.993.498.4621/09/2018
Global High Yield Bond - CHF Hedged4.225.464.178.955.5110.9521/09/2018
NOK Cautious Allocation3.291.680.698.932.149.9521/09/2018
Global Emerging Markets Bond - Local Currency-7.73-2.17-8.188.860.6413.6221/09/2018
Global Flexible Bond - USD Hedged2.751.783.718.826.819.2021/09/2018
UK Large-Cap Growth Equity1.16-1.776.388.736.649.1121/09/2018
EUR Inflation-Linked Bond0.491.832.558.702.949.3821/09/2018
Global Corporate Bond - EUR Hedged-2.132.58-0.958.693.1910.0121/09/2018
EUR Flexible Bond-0.162.360.978.662.779.2521/09/2018
Korea Equity-7.94-1.382.638.574.5715.3021/09/2018
Europe Bond-0.052.021.498.544.659.3421/09/2018
RMB Bond-0.25-3.251.418.545.989.1021/09/2018
EUR Diversified Bond0.042.111.208.413.459.4821/09/2018
Asia Bond - Local Currency-2.22-1.06-0.148.394.7510.5821/09/2018
Global Inflation-Linked Bond - EUR Hedged-0.971.630.458.362.7910.8821/09/2018
Global Bond - NOK Hedged2.490.80-1.888.340.5411.9221/09/2018
USD Corporate Bond0.742.021.878.276.9510.0921/09/2018
Convertible Bond - Global, CHF Hedged4.723.805.118.265.4310.2921/09/2018
NOK Bond - Short Term4.901.470.668.19-0.2110.5721/09/2018
Global Corporate Bond0.181.500.868.165.599.1121/09/2018
South Africa & Namibia Equity-12.89-1.80-2.038.113.0420.6121/09/2018
EUR Corporate Bond - Short Term0.462.541.378.052.168.9021/09/2018
EUR Government Bond0.652.081.808.023.6410.0721/09/2018
Target Date 2011 - 20150.142.670.668.012.488.6221/09/2018
Target Date 2016 - 2020-0.221.981.238.012.668.2221/09/2018
NOK Bond4.351.330.117.950.2710.8021/09/2018
Global Bond - EUR Biased-0.461.860.407.782.879.1821/09/2018
Sector Equity Communications0.561.650.867.637.1512.6621/09/2018
Global Bond - USD Hedged2.721.313.057.606.3410.2521/09/2018
UK Equity Income0.11-1.214.337.557.028.9621/09/2018
Greece Equity-8.78-6.00-2.747.54-21.9621/09/2018
Global Bond - EUR Hedged-1.441.82-0.977.522.0310.1021/09/2018
Africa & Middle East Equity3.99-3.852.507.434.1513.1221/09/2018
EUR Diversified Bond - Short Term0.342.361.107.431.668.9521/09/2018
Property - Indirect Eurozone2.450.417.777.4010.8812.2321/09/2018
EUR Ultra Short-Term Bond0.712.481.507.341.328.9321/09/2018
Canada Equity-1.066.381.587.302.2611.9621/09/2018
EUR Money Market0.822.441.577.241.188.9521/09/2018
Global Flexible Bond - CHF Hedged2.414.512.417.224.0610.9721/09/2018
Emerging Europe Bond-5.97-0.32-5.167.192.2410.8121/09/2018
Global Corporate Bond - CHF Hedged1.644.691.917.135.1011.7021/09/2018
Commodities - Precious Metals-2.03-2.523.647.08-1.3820.4821/09/2018
EUR Money Market - Short Term0.782.431.487.081.018.9521/09/2018
EUR Government Bond - Short Term0.442.261.147.061.509.0521/09/2018
Global Inflation-Linked Bond0.530.860.446.952.419.4421/09/2018
Property - Direct Global1.742.592.206.94-0.7410.1221/09/2018
Property - Direct Europe0.302.430.086.870.2610.7221/09/2018
Global Bond0.040.820.416.843.839.9421/09/2018
USD Diversified Bond1.281.481.436.765.8610.2221/09/2018
USD Diversified Bond - Short Term4.011.714.256.654.599.7121/09/2018
GBP Moderate Allocation0.090.032.696.645.325.4721/09/2018
USD Money Market - Short Term4.391.664.836.584.609.5821/09/2018
GBP Flexible Allocation-0.41-0.032.636.575.216.1221/09/2018
SEK Cautious Allocation-3.232.49-4.196.521.259.0221/09/2018
Commodities - Broad Basket-1.69-1.552.746.50-5.5813.9121/09/2018
CHF Cautious Allocation2.313.913.196.484.0210.1121/09/2018
USD Money Market4.341.664.696.474.459.5421/09/2018
Global Bond - CHF Biased0.432.670.456.423.4811.2521/09/2018
Convertible Bond - Asia/Japan-1.01-0.244.166.355.9810.0427/04/2018
HKD Bond2.931.682.656.285.3010.0821/09/2018
Global Bond - CHF Hedged2.343.781.816.213.7411.7021/09/2018
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
Global Bond - USD Biased-0.531.36-1.055.995.319.9821/09/2018
RMB Bond - Onshore1.16-2.952.255.976.089.3521/09/2018
CHF Bond3.123.803.285.843.6711.5721/09/2018
Sector Equity Biotechnology12.163.038.065.8413.8520.1421/09/2018
GBP High Yield Bond0.050.820.905.835.005.0521/09/2018
HKD Money Market3.100.502.955.774.259.8419/09/2018
USD Government Bond1.141.031.005.744.2110.9921/09/2018
USD Inflation-Linked Bond2.050.882.415.653.8210.7121/09/2018
GBP Inflation-Linked Bond-2.34-0.820.645.506.8212.3421/09/2018
CHF Money Market4.434.564.155.382.4410.8221/09/2018
SEK Corporate Bond-3.452.70-5.715.31-1.0010.0421/09/2018
CHF Bond - Short Term4.214.454.095.192.5210.8321/09/2018
SEK Bond-3.162.01-5.204.880.0210.4021/09/2018
GBP Moderately Cautious Allocation-0.55-0.171.254.784.153.9721/09/2018
Global High Yield Bond - GBP Hedged0.101.050.574.704.004.4421/09/2018
GBP Cautious Allocation-0.53-0.071.174.254.173.4521/09/2018
SGD Money Market-0.831.67-0.574.231.579.6727/04/2018
GBP Corporate Bond-1.85-0.580.204.225.015.2021/09/2018
SEK Bond - Short Term-3.902.44-6.273.93-2.1510.0021/09/2018
Property - Direct UK3.050.895.813.746.383.6421/09/2018
SEK Money Market-4.052.51-6.463.65-2.3910.0321/09/2018
Africa Equity-7.65-8.61-1.923.63-1.9615.4221/09/2018
GBP Flexible Bond-1.23-0.23-0.173.604.174.1221/09/2018
GBP Diversified Bond-1.69-0.730.143.604.655.3621/09/2018
AUD Bond-4.89-3.44-3.813.50-1.0312.6127/04/2018
Global Bond - GBP Biased-3.000.52-2.343.422.974.3121/09/2018
Property - Direct Other-4.252.02-5.053.12-3.4915.4221/09/2018
GBP Government Bond-1.79-1.590.613.104.857.2521/09/2018
AUD Money Market-4.86-3.63-4.162.90-2.7412.3227/04/2018
Global Flexible Bond - GBP Hedged-1.420.18-0.872.903.223.2121/09/2018
Convertible Bond - Global, GBP Hedged-0.79-1.390.062.813.515.5821/09/2018
Global Inflation-Linked Bond - GBP Hedged-1.47-0.60-0.752.202.354.0721/09/2018
Global Corporate Bond - GBP Hedged-2.100.27-1.652.113.033.1021/09/2018
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
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
Global Bond - GBP Hedged-2.21-0.51-2.361.371.943.2421/09/2018
GBP Diversified Bond - Short Term0.070.220.200.980.401.4421/09/2018
Commodities - Industrial & Broad Metals48.3319.5257.110.85-0.2417.7024/11/2016
GBP Money Market0.230.100.260.230.230.0621/09/2018
GBP Money Market - Short Term0.230.100.280.220.220.0521/09/2018
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
Commodities - Broad Agriculture-8.98-4.28-11.13-2.25-7.8613.0821/09/2018
TRY Bond-8.53-5.41-14.57-5.57-9.8118.0627/04/2018
Turkey Equity-41.63-20.67-41.04-7.32-11.8529.0521/09/2018
Alt - Currency-------
Alt - Debt Arbitrage-------
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 Debt-------
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 - Systematic Futures-------
Alt - Volatility-------
Capital Protected-------
Commodities - Grains-18.67-10.74-20.39---19/09/2018
Commodities - Other-------
Convertible Bond - Other-------
Fixed Term Bond-------
Global Bond - Other Hedged-------
Greater China Allocation-------
Guaranteed Funds-------
High Yield Bond - Other Hedged-------
Islamic Allocation - Other-------
Islamic Equity - Other-------
Israel Large/Mid-Cap Equity8.228.8216.00--12.2505/09/2018
Japan Equity - Currency Hedged-------
Japan Equity PP-5.76-2.2311.70--17.9512/02/2010
Money Market - Other-------
Nordic Small/Mid-Cap Equity-------
Other-------
Other Africa & Middle East Equity-------
Other Allocation-------
Other Americas Equity-------
Other Asia-Pacific Equity-------
Other Bond-------
Other Equity-------
Other Europe Equity-------
Other Inflation-Linked Bond-------
Pacific ex-Japan Equity-------
Property - Indirect Other-------
RMB High Yield Bond-0.611.00-0.08--9.3521/09/2018
Spain Equity8.350.7214.53--14.1121/09/2018
Trading - Leveraged/Inverse Commodities-------
Trading - Leveraged/Inverse Equity-------
Trading - Leveraged/Inverse Fixed Income-------
Trading - Leveraged/Inverse Other-------
US Equity - Currency Hedged-------
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)