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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
China Equity - A Shares4.540.0528.1229.6914.8832.7624/02/2017
India Equity9.9313.6446.1827.1713.1319.8324/02/2017
Japan Small/Mid-Cap Equity6.368.1542.6220.9619.2714.2524/02/2017
Sector Equity Technology8.839.9346.5120.1415.9314.4324/02/2017
US Mid-Cap Equity3.315.4544.6918.9816.9411.8424/02/2017
US Large-Cap Blend Equity3.836.5438.5418.9816.8410.6524/02/2017
Property - Indirect North America4.199.2526.4818.5413.3017.2624/02/2017
Denmark Equity4.3311.5625.3418.3020.9212.2924/02/2017
Vietnam Equity3.411.3731.3518.2420.7315.1424/02/2017
Switzerland Small/Mid-Cap Equity5.909.9439.7818.1817.7512.6324/02/2017
US Large-Cap Value Equity2.776.1140.2118.1616.4510.7824/02/2017
Asia High Yield Bond1.973.4730.2118.0312.359.3124/02/2017
US Large-Cap Growth Equity5.956.9635.9017.6616.7611.7324/02/2017
RMB High Yield Bond4.044.5621.1317.27-9.5024/02/2017
Taiwan Large-Cap Equity9.289.7141.0916.8511.4915.1524/02/2017
US Flex-Cap Equity4.756.8839.3616.7515.7211.7924/02/2017
Thailand Equity3.778.3634.5816.529.3715.3024/02/2017
US Small-Cap Equity2.174.6151.6716.3715.6114.1224/02/2017
Japan Large-Cap Equity4.646.1536.2616.2012.3013.2924/02/2017
China Equity9.106.4241.7615.659.6320.5024/02/2017
Global Emerging Markets Corporate Bond1.894.1927.1315.2410.289.9424/02/2017
Asia ex-Japan Small/Mid-Cap Equity8.098.6535.6414.9913.1014.8024/02/2017
Global Inflation-Linked Bond - USD Hedged-0.481.5120.6914.917.8311.9224/02/2017
Asia ex Japan Equity8.428.5039.1814.738.5015.2324/02/2017
Greater China Equity8.666.0839.3714.589.9418.4024/02/2017
Asia-Pacific inc. Japan Equity6.727.3737.9514.4710.3713.0724/02/2017
Asia Bond1.242.1519.2614.298.599.8924/02/2017
Global Emerging Markets Bond2.314.9026.5814.288.5210.9924/02/2017
Belgium Equity3.449.0234.7414.1914.0111.3722/02/2017
Sector Equity Healthcare6.087.1921.9014.0918.2614.0824/02/2017
Property - Indirect Global2.586.7223.2314.0410.9913.3324/02/2017
Hong Kong Equity8.045.2839.6413.988.9117.5824/02/2017
Global Corporate Bond - USD Hedged0.231.9519.6413.939.1610.1524/02/2017
Global Small-Cap Equity3.196.2338.1113.9314.5810.3724/02/2017
Sector Equity Infrastructure3.396.9929.3113.6410.0714.0924/02/2017
Asia-Pacific ex-Japan Equity7.458.0939.3113.629.1714.1324/02/2017
France Small/Mid-Cap Equity1.8611.1336.1813.6216.7012.7520/02/2017
Global Large-Cap Growth Equity4.997.1632.3213.6012.2710.9324/02/2017
Global Bond - ILS4.126.4424.5913.3710.879.9024/02/2017
Global Large-Cap Value Equity3.127.1536.4213.2612.7210.5324/02/2017
Sector Equity Financial Services4.298.9546.2713.2412.3614.5924/02/2017
Asia Allocation3.594.5126.4513.147.5111.6324/02/2017
Global Emerging Markets Small/Mid-Cap Equity7.598.7939.4013.046.8914.6424/02/2017
Global Equity Income2.726.7229.8013.0311.9010.2024/02/2017
USD Corporate Bond0.301.7917.7312.988.0110.2724/02/2017
Convertible Bond - Global, USD Hedged1.463.6823.2012.8710.518.6524/02/2017
USD Inflation-Linked Bond-0.661.1218.8412.865.5811.2424/02/2017
Property - Indirect Asia5.876.5627.9712.839.4914.0424/02/2017
Global High Yield Bond1.334.4232.0512.8110.208.9624/02/2017
BRIC Equity7.739.4552.1012.803.7818.5124/02/2017
Sweden Small/Mid-Cap Equity3.4410.3631.6212.7714.2514.2424/02/2017
Global Large-Cap Blend Equity3.736.9831.9812.7211.7110.4824/02/2017
Sector Equity Consumer Goods & Services5.648.6729.6312.7011.6413.1324/02/2017
USD Flexible Bond0.662.6623.3312.708.019.3024/02/2017
Global Flexible Bond0.642.6425.0912.618.119.4824/02/2017
Global Flexible Bond - USD Hedged0.282.1821.4412.598.319.1224/02/2017
USD High Yield Bond1.203.9432.5112.499.738.9524/02/2017
Eurozone Small-Cap Equity5.2110.3632.2912.4412.6112.9024/02/2017
USD Moderate Allocation1.644.2525.4712.429.319.2224/02/2017
Global Bond - USD Hedged-0.530.7813.9312.287.3310.2624/02/2017
USD Diversified Bond-0.060.9513.9012.226.9210.4724/02/2017
Islamic Global Bond0.592.0616.1112.195.239.9024/02/2017
Netherlands Equity3.8410.0531.5912.0111.4112.7124/02/2017
Sector Equity Utilities2.358.9419.4711.969.8014.9124/02/2017
Finland Equity-1.005.0033.2911.9312.2513.1124/02/2017
Property - Direct Other0.0610.1030.6111.903.8313.2424/02/2017
Global Bond - USD Biased0.310.6213.2811.786.5910.0224/02/2017
HKD Bond-0.59-0.1112.3711.625.579.8824/02/2017
Global Flex-Cap Equity3.606.9732.8311.5510.4511.4124/02/2017
Global Emerging Markets Equity7.8910.1743.7911.485.1115.6524/02/2017
Europe ex-UK Small/Mid-Cap Equity2.438.5527.5311.4515.0811.8024/02/2017
Sector Equity Biotechnology7.391.8931.6311.4223.4424.4024/02/2017
Convertible Bond - Asia/Japan0.611.4217.6911.208.7410.2324/02/2017
Target Date 2046+3.447.3328.9910.969.7510.1224/02/2017
GBP Inflation-Linked Bond0.282.7018.1210.887.6510.6524/02/2017
Norway Equity5.6110.1754.5210.857.8614.6124/02/2017
Target Date 2041 - 20453.226.9428.5510.789.369.9224/02/2017
USD Flexible Allocation1.544.2325.3010.777.7010.1624/02/2017
Switzerland Large-Cap Equity4.6610.5430.4710.6212.9611.7924/02/2017
USD Government Bond-0.590.1110.5810.615.2510.6824/02/2017
Asia Bond - Local Currency1.292.2316.3610.614.9610.4724/02/2017
Sector Equity Private Equity4.487.8239.2010.5713.7011.5124/02/2017
Singapore Equity9.4610.4235.2710.556.9814.6024/02/2017
USD Diversified Bond - Short Term-0.730.3013.3810.535.709.3624/02/2017
Islamic Global Equity3.396.6633.0110.488.6110.7924/02/2017
Convertible Bond - Global1.853.6121.7610.449.268.6624/02/2017
USD Aggressive Allocation2.314.7625.4110.418.279.6124/02/2017
Global Corporate Bond0.071.4816.2510.406.739.1724/02/2017
Sweden Equity2.878.9026.5210.3911.7811.6824/02/2017
Target Date 2031 - 20352.886.4426.6810.389.369.7524/02/2017
Global Emerging Markets Allocation5.758.4133.9810.323.8112.7524/02/2017
Property - Indirect Eurozone1.144.336.6110.2410.3913.7024/02/2017
USD Money Market - Short Term-1.00-0.0512.0510.245.069.2224/02/2017
HKD Money Market-1.14-0.1911.8610.225.079.4024/02/2017
USD Cautious Allocation0.682.7319.9510.196.899.1324/02/2017
USD Money Market-1.05-0.1012.1410.195.019.2024/02/2017
Target Date 2036 - 20402.906.3228.4110.109.179.6924/02/2017
Europe Small-Cap Equity3.708.6925.9010.0614.2111.9424/02/2017
Nordic Equity2.288.6625.5710.0210.9711.6624/02/2017
Sector Equity Water3.373.8037.509.9912.1610.8724/02/2017
Property - Indirect Europe1.237.2214.089.9613.0713.6824/02/2017
Sector Equity Precious Metals14.8718.7256.059.85-8.7943.1024/02/2017
RMB Bond1.410.9412.319.656.969.3324/02/2017
EUR Bond - Long Term-3.09-1.424.949.628.4315.3424/02/2017
Sector Equity Industrial Materials4.016.9846.279.617.3014.8524/02/2017
Sector Equity Agriculture1.615.9528.409.476.2112.1124/02/2017
South Africa & Namibia Equity6.0511.8349.769.374.2719.5524/02/2017
Sector Equity Communications1.006.5614.859.3211.4412.0024/02/2017
ASEAN Equity4.376.8725.929.286.1314.8824/02/2017
Sector Equity Ecology3.405.8030.049.2310.9011.9024/02/2017
JPY Bond2.18-0.299.999.120.3116.5724/02/2017
Global Frontier Markets Equity3.636.0435.359.1111.1712.1624/02/2017
Indonesia Equity0.975.5724.669.062.3723.6024/02/2017
Target Date 2026 - 20301.955.1523.448.928.409.3024/02/2017
CHF Moderate Allocation1.934.7220.218.805.9711.3024/02/2017
AUD Bond5.623.9419.008.801.8412.2524/02/2017
Global Bond0.381.7313.518.664.8510.1024/02/2017
Australia & New Zealand Equity6.297.8138.698.655.1816.1124/02/2017
Global Corporate Bond - CHF Hedged0.932.6515.658.616.3313.9624/02/2017
Eurozone Mid-Cap Equity2.8510.4329.718.6113.2413.2624/02/2017
Korea Equity9.0610.5423.318.452.9815.0024/02/2017
Europe Large-Cap Growth Equity2.407.8720.998.2910.9511.1124/02/2017
Europe Mid-Cap Equity2.677.7820.667.9712.9511.4324/02/2017
EUR Aggressive Allocation - Global2.475.9424.027.927.399.8024/02/2017
EMEA Equity3.8810.8644.757.894.7016.1624/02/2017
Russia Equity-0.4011.4079.127.850.0026.7924/02/2017
Germany Large-Cap Equity2.799.9430.747.8011.4315.2024/02/2017
GBP Aggressive Allocation2.695.4921.097.798.498.0124/02/2017
Global Equity PP0.583.9217.067.779.4010.5603/01/2017
Global High Yield Bond - CHF Hedged1.634.3725.337.757.8713.1224/02/2017
GBP Government Bond0.383.055.787.614.687.9324/02/2017
Europe ex-UK Large-Cap Equity0.707.9624.237.5611.4111.8424/02/2017
Convertible Bond - Global, CHF Hedged1.653.6517.737.457.5812.7124/02/2017
Global Flexible Bond - CHF Hedged0.812.4216.067.434.4312.8424/02/2017
CAD Bond1.482.3615.647.271.559.6024/02/2017
Germany Small/Mid-Cap Equity3.368.4823.907.2110.3813.0224/02/2017
Global Inflation-Linked Bond0.372.1215.307.182.499.5624/02/2017
Global Bond - CHF Hedged0.682.6914.097.164.9213.9324/02/2017
Eurozone Flex-Cap Equity1.537.9022.827.139.8512.4824/02/2017
RMB Bond - Onshore0.37-0.017.457.123.829.3124/02/2017
Target Date 2021 - 20251.414.3818.587.046.968.6024/02/2017
GBP Flexible Allocation2.595.1019.517.036.227.8724/02/2017
UK Mid-Cap Equity2.866.9817.857.0014.2512.0024/02/2017
CHF Aggressive Allocation2.414.9917.916.904.3311.0624/02/2017
UK Small-Cap Equity5.3710.0221.326.8914.3811.7524/02/2017
SGD Money Market1.761.7512.286.742.939.2824/02/2017
CHF Bond0.110.929.616.734.2013.4824/02/2017
Global Bond - CHF Biased0.532.0013.746.624.4112.7724/02/2017
GBP Corporate Bond1.183.3811.466.556.905.6224/02/2017
France Large-Cap Equity-0.057.8327.166.549.5812.8424/02/2017
Global Emerging Markets Bond - Local Currency3.707.5225.496.531.4113.9024/02/2017
GBP Diversified Bond1.163.199.426.425.405.8224/02/2017
Europe Flex-Cap Equity2.167.7321.676.399.9711.7824/02/2017
CHF Cautious Allocation0.813.0813.296.354.4011.5924/02/2017
Latin America Equity10.8113.4057.956.29-2.6024.4924/02/2017
Europe Large-Cap Blend Equity1.347.5623.156.259.4411.0824/02/2017
GBP Moderate Allocation2.034.3415.656.256.836.0624/02/2017
EUR Aggressive Allocation1.686.1219.886.196.9510.1124/02/2017
UK Equity Income2.196.1517.686.1810.769.6024/02/2017
Eurozone Large-Cap Equity0.438.0026.786.1610.0313.0224/02/2017
Brazil Equity15.5418.86114.676.14-5.7034.4624/02/2017
AUD Money Market5.093.8021.025.970.0811.7024/02/2017
SEK Moderate Allocation2.115.9418.575.965.738.2624/02/2017
Europe Equity Income0.706.9922.905.949.3310.6324/02/2017
UK Large-Cap Growth Equity2.216.5718.915.949.1010.2224/02/2017
Europe Large-Cap Value Equity0.947.4829.185.769.8211.9324/02/2017
NOK Moderate Allocation3.676.2929.305.714.8210.4624/02/2017
Target Date 2016 - 20200.773.0215.765.595.268.6224/02/2017
EUR Moderate Allocation - Global1.223.7517.775.595.188.9224/02/2017
Emerging Europe ex-Russia Equity8.1612.9530.505.564.9614.6124/02/2017
SEK Flexible Allocation2.303.6413.585.554.869.5924/02/2017
Europe High Yield Bond0.513.1320.245.547.588.7824/02/2017
Africa & Middle East Equity2.707.9925.505.4810.0916.4624/02/2017
Canada Equity0.604.3335.885.423.6012.8124/02/2017
Austria Equity6.9312.2840.325.387.1216.0024/02/2017
UK Large-Cap Blend Equity2.166.4722.825.339.2110.1124/02/2017
Property - Direct UK1.122.31-1.175.275.604.8124/02/2017
GBP High Yield Bond1.833.8617.245.267.955.1024/02/2017
CHF Bond - Short Term-0.47-0.259.375.182.0712.4323/02/2017
Turkey Equity8.7612.389.005.14-0.2825.7024/02/2017
EUR Flexible Allocation - Global1.694.5518.335.134.199.7124/02/2017
EUR High Yield Bond0.663.2720.835.126.739.6224/02/2017
UK Flex-Cap Equity2.766.9222.105.1110.7010.9624/02/2017
GBP Cautious Allocation1.363.1210.975.115.414.3924/02/2017
EUR Moderate Allocation0.593.8016.485.045.339.2224/02/2017
CHF Money Market-0.260.538.504.992.1212.4224/02/2017
Sector Equity Alternative Energy4.347.1924.184.967.9914.9024/02/2017
UK Large-Cap Value Equity1.405.6526.974.8910.649.5424/02/2017
GBP Flexible Bond1.012.429.414.885.964.7624/02/2017
Global Emerging Markets Corporate Bond - EUR Biased1.763.5219.304.814.4710.9924/02/2017
Emerging Europe Bond0.362.3112.534.793.6310.7824/02/2017
Global Emerging Markets Bond - EUR Biased2.074.1519.754.793.3412.3424/02/2017
Commodities - Precious Metals7.405.7916.364.70-3.7822.3524/02/2017
Emerging Europe Equity1.9110.8651.384.540.6318.3524/02/2017
CAD Money Market1.322.8917.814.53-0.039.3724/02/2017
Europe Bond-0.790.708.704.254.049.2124/02/2017
EUR Corporate Bond-0.331.0612.564.094.469.4424/02/2017
Global High Yield Bond - GBP Hedged2.264.3317.874.076.345.5024/02/2017
Global Inflation-Linked Bond - GBP Hedged0.651.346.354.072.714.9924/02/2017
Global Bond - EUR Biased-0.550.7010.094.022.959.3324/02/2017
Convertible Bond - Europe0.503.7216.324.015.388.7324/02/2017
DKK Bond-0.051.6212.123.983.1610.7024/02/2017
EUR Government Bond-2.05-0.586.233.963.5310.1324/02/2017
EUR Cautious Allocation - Global0.252.1613.173.853.328.7724/02/2017
EUR Diversified Bond-1.280.088.423.823.739.6524/02/2017
Global Inflation-Linked Bond - EUR Hedged-0.450.9612.713.811.8311.2624/02/2017
EUR Flexible Allocation1.254.9216.773.744.1710.0024/02/2017
Global Corporate Bond - GBP Hedged1.101.846.743.634.173.5124/02/2017
EUR Cautious Allocation-0.122.1112.163.613.758.6224/02/2017
Global High Yield Bond - EUR Hedged1.023.7424.403.605.1110.0824/02/2017
Global Bond - GBP Hedged1.052.095.203.553.513.6024/02/2017
Global Flexible Bond - GBP Hedged1.492.529.193.465.373.5624/02/2017
EUR Flexible Bond-0.361.2213.113.403.979.2624/02/2017
Target Date 2011 - 20150.122.0210.053.393.959.1324/02/2017
DKK Domestic Bond-0.460.8910.403.382.629.7624/02/2017
Global Corporate Bond - EUR Hedged0.081.4612.743.163.1710.0824/02/2017
Convertible Bond - Global, EUR Hedged1.132.9115.793.154.999.0724/02/2017
Convertible Bond - Global, GBP Hedged2.523.619.843.085.766.2024/02/2017
EUR Inflation-Linked Bond-2.070.619.163.032.049.3324/02/2017
Spain Equity1.738.8031.002.939.1914.4024/02/2017
Global Bond - NOK Hedged3.155.0822.712.911.3712.1424/02/2017
Global Flexible Bond - EUR Hedged0.251.8515.092.722.759.5624/02/2017
Sector Equity Natural Resources2.925.6761.392.53-2.9921.7824/02/2017
Global Bond - EUR Hedged-0.211.219.822.452.1010.2024/02/2017
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
SEK Cautious Allocation0.934.0010.822.062.208.0624/02/2017
NOK Bond2.833.6918.521.73-0.0511.1224/02/2017
PLN Bond1.322.398.421.722.4011.6124/02/2017
EUR Diversified Bond - Short Term-0.820.177.811.581.309.0124/02/2017
EUR Corporate Bond - Short Term-0.770.108.811.512.038.9924/02/2017
SEK Bond-0.182.276.221.500.879.5724/02/2017
Poland Equity14.5922.4740.271.414.6418.8024/02/2017
EUR Government Bond - Short Term-1.23-0.196.761.170.909.0724/02/2017
Global Bond - GBP Biased0.581.124.211.132.511.5224/02/2017
EUR Ultra Short-Term Bond-0.87-0.127.100.900.379.0724/02/2017
Commodities - Industrial & Broad Metals48.3319.5257.110.85-0.2419.5624/11/2016
EUR Money Market-0.93-0.226.770.830.109.1024/02/2017
GBP Money Market-0.050.031.030.73-0.460.6624/02/2017
GBP Diversified Bond - Short Term0.020.231.890.720.970.6924/02/2017
EUR Money Market - Short Term-0.95-0.276.590.70-0.119.1124/02/2017
NOK Bond - Short Term2.593.4019.320.48-1.0911.1724/02/2017
GBP Money Market - Short Term0.010.040.320.330.250.0824/02/2017
SEK Corporate Bond0.443.229.220.060.838.9824/02/2017
Italy Equity-3.769.5515.03-0.166.9416.7924/02/2017
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
Property - Direct Europe-1.54-0.796.57-0.72-1.4010.3224/02/2017
SEK Bond - Short Term-0.212.355.56-0.97-0.528.9524/02/2017
TRY Bond-0.75-1.84-2.64-1.04-3.9518.3324/02/2017
SEK Money Market-0.322.305.09-1.32-0.968.9224/02/2017
Property - Direct Global-1.59-0.657.27-1.60-4.5910.5124/02/2017
NOK High Yield Bond6.6111.4841.82-2.040.5113.6924/02/2017
Africa Equity2.245.4618.48-2.51-0.9215.2324/02/2017
Sector Equity Energy-4.621.7952.10-4.18-4.4320.2624/02/2017
Commodities - Broad Agriculture3.053.0617.91-5.01-5.5815.0224/02/2017
Commodities - Grains12.744.3214.51-7.71-3.0526.5524/11/2016
Commodities - Broad Basket-0.201.3825.31-8.84-8.7015.7424/02/2017
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-------
Asia ex Japan Equity - Currency Hedged-------
Asia-Pacific Equity - Currency Hedged-------
Capital Protected-------
Commodities - Energy-3.758.29---22.3420/02/2017
Commodities - Other-------
Convertible Bond - Other-------
Convertible Bond - Other Hedged-------
Europe Equity - Currency Hedged-------
Fixed Term Bond-------
Global Bond - Other Hedged-------
Global Emerging Markets Equity - Currency Hedged-------
Global Equity - Currency Hedged-------
Greece Equity-0.530.6634.19--27.8124/02/2017
Guaranteed Funds-------
High Yield Bond - Other Hedged-------
Islamic Allocation - Other-------
Islamic Equity - Other-------
Israel Large/Mid-Cap Equity1.203.6219.68--12.1622/02/2017
Japan Equity - Currency Hedged-------
Japan Equity PP-5.76-2.2311.70--17.9512/02/2010
Japan Flex-Cap Equity-------
Money Market - Other-------
Other-------
Other Africa & Middle East Equity-------
Other Allocation-------
Other Americas Equity-------
Other Asia-Pacific Equity-------
Other Bond-------
Other Europe Equity-------
Other Inflation-Linked Bond-------
Property - Indirect Other-------
Sector Equity Other-------
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)