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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 Shares5.444.8430.5332.3817.1332.4629/03/2017
India Equity17.1017.0745.1725.2015.9919.9829/03/2017
Japan Small/Mid-Cap Equity10.099.2038.1223.1019.4714.0129/03/2017
Sector Equity Technology12.3911.1344.0421.5516.1214.4029/03/2017
Switzerland Small/Mid-Cap Equity10.7510.2441.3119.6319.3012.2529/03/2017
Denmark Equity9.188.7427.4819.5622.4611.8029/03/2017
US Large-Cap Growth Equity7.115.6132.7019.0216.4011.8229/03/2017
US Mid-Cap Equity2.711.7136.4818.9916.6811.8829/03/2017
US Large-Cap Blend Equity4.303.1033.6318.9116.4610.7929/03/2017
Japan Large-Cap Equity6.845.7133.1518.2112.5213.1429/03/2017
RMB High Yield Bond5.334.2221.4818.17-9.3429/03/2017
Sweden Small/Mid-Cap Equity5.665.2526.8118.0919.1513.7929/03/2017
Asia High Yield Bond3.082.1030.3818.0812.699.2929/03/2017
Vietnam Equity6.105.1935.2817.7920.3615.0529/03/2017
Property - Indirect North America0.680.5814.8917.5712.3017.1529/03/2017
Sector Equity Biotechnology9.878.1438.9217.5323.5224.5029/03/2017
China Equity12.6112.3239.9117.4411.7020.5429/03/2017
US Large-Cap Value Equity2.331.2033.6317.3216.0110.9329/03/2017
US Flex-Cap Equity4.963.6834.3317.2315.3911.8629/03/2017
Taiwan Large-Cap Equity12.1111.9441.5416.9112.3915.3729/03/2017
Greater China Equity12.5212.2739.4316.7011.6618.4629/03/2017
US Small-Cap Equity1.650.3442.8016.2315.5014.1629/03/2017
Sector Equity Healthcare8.247.2325.8315.9918.3114.2429/03/2017
Asia-Pacific inc. Japan Equity10.029.1935.6315.9111.2713.1029/03/2017
Asia ex Japan Equity13.3812.9238.2315.8610.0815.2729/03/2017
Asia ex-Japan Small/Mid-Cap Equity12.2211.9635.4915.8214.1514.8829/03/2017
Hong Kong Equity12.2212.2039.0715.6710.5017.6229/03/2017
Thailand Equity7.536.8235.1115.569.5115.2529/03/2017
Global Emerging Markets Corporate Bond2.911.8626.9115.2310.319.9529/03/2017
Global Inflation-Linked Bond - USD Hedged0.05-0.9222.4014.768.0811.6929/03/2017
Eurozone Small-Cap Equity10.259.6335.2914.7413.7812.4329/03/2017
Global Large-Cap Growth Equity7.506.5729.9114.7112.7610.9229/03/2017
Global Small-Cap Equity4.733.9133.2714.5714.9510.3429/03/2017
BRIC Equity10.449.7749.3114.505.8718.5229/03/2017
Asia-Pacific ex-Japan Equity11.9811.5538.0314.4610.3514.1629/03/2017
Asia Bond2.311.3020.9514.398.929.8729/03/2017
Sector Equity Infrastructure7.246.7028.5114.3711.2613.9529/03/2017
Belgium Equity6.876.3429.5414.2314.5710.8729/03/2017
Global Emerging Markets Bond3.782.8526.4614.078.8511.0429/03/2017
Finland Equity3.633.0733.4214.0014.1912.5729/03/2017
Global Corporate Bond - USD Hedged0.84-0.1020.1213.949.2510.0529/03/2017
Sector Equity Consumer Goods & Services9.238.4428.6513.8812.2113.0229/03/2017
Global Bond - ILS6.515.3725.3713.8010.9810.1229/03/2017
Asia Allocation6.045.2326.8713.788.2511.6429/03/2017
Netherlands Equity9.138.2733.0313.7412.8212.7029/03/2017
Property - Indirect Asia7.476.9324.9213.6510.2914.0729/03/2017
Property - Indirect Global1.341.4215.2913.6210.5213.3129/03/2017
France Small/Mid-Cap Equity1.8611.1336.1813.6216.7012.3320/02/2017
Global Equity Income5.004.3627.9113.5512.4310.2129/03/2017
Global Large-Cap Blend Equity5.634.8429.2613.4712.1310.4529/03/2017
Global Large-Cap Value Equity5.084.2232.7013.4013.0710.5429/03/2017
Global Emerging Markets Small/Mid-Cap Equity11.0310.6035.0313.378.3714.7829/03/2017
Convertible Bond - Global, USD Hedged2.511.4523.6813.3110.798.6829/03/2017
Sector Equity Financial Services6.075.0040.7613.1712.5814.5529/03/2017
USD Inflation-Linked Bond-0.22-1.0419.3013.015.9011.0829/03/2017
Europe ex-UK Small/Mid-Cap Equity7.697.9329.0112.9916.4611.4929/03/2017
USD Corporate Bond0.82-0.0718.2612.798.2410.2229/03/2017
Global Flexible Bond - USD Hedged1.160.2022.5512.748.389.0629/03/2017
USD Flexible Bond1.230.3323.6712.718.199.2429/03/2017
Global High Yield Bond1.730.7329.5112.6810.268.9929/03/2017
USD Moderate Allocation2.711.7324.8112.679.709.2729/03/2017
Global Flexible Bond1.500.5824.0812.558.329.5129/03/2017
Global Flex-Cap Equity5.695.2029.9812.4011.0811.3529/03/2017
Global Bond - USD Hedged0.21-0.7616.3812.387.5110.1929/03/2017
USD High Yield Bond1.330.3629.7412.369.758.9929/03/2017
Global Bond - USD Biased1.290.3215.8412.317.509.9829/03/2017
USD Diversified Bond0.55-0.3316.4012.297.1110.3929/03/2017
Nordic Equity5.114.4326.8312.2813.4511.1629/03/2017
Russia Equity-0.36-1.1460.7212.240.9526.8229/03/2017
Sector Equity Utilities5.454.8019.5612.2010.4914.9029/03/2017
Islamic Global Bond1.990.8119.1412.035.579.7929/03/2017
Target Date 2046+5.314.3627.4412.0110.3310.0029/03/2017
Property - Direct Other1.751.3831.3012.014.6413.2329/03/2017
Convertible Bond - Asia/Japan2.411.5520.0211.989.2610.2329/03/2017
Global Emerging Markets Equity11.7211.2338.7511.966.4615.7229/03/2017
HKD Bond0.19-0.8115.5711.945.799.7829/03/2017
Target Date 2041 - 20455.184.2926.9711.9310.039.8029/03/2017
Europe Small-Cap Equity8.568.3126.5411.7915.6311.5729/03/2017
Sweden Equity6.705.8828.4511.5713.6111.2029/03/2017
Switzerland Large-Cap Equity8.517.6832.1411.5613.8611.6229/03/2017
Islamic Global Equity5.695.2129.8611.548.9810.8229/03/2017
Singapore Equity14.1213.1232.0611.467.9314.6729/03/2017
USD Flexible Allocation2.761.7924.3611.418.1610.2329/03/2017
Target Date 2031 - 20354.843.9725.3411.1610.079.6429/03/2017
Target Date 2036 - 20405.244.5226.7411.119.929.6229/03/2017
Convertible Bond - Global2.932.0721.6611.069.788.6429/03/2017
USD Aggressive Allocation3.322.6223.5711.058.149.7029/03/2017
Sector Equity Precious Metals7.0310.3539.8110.92-7.2642.8829/03/2017
Asia Bond - Local Currency3.262.3317.2910.905.7410.4829/03/2017
Sector Equity Water7.306.5235.3110.9013.3710.7229/03/2017
USD Diversified Bond - Short Term-0.09-1.0916.4910.795.869.2429/03/2017
USD Government Bond-0.13-0.9713.7110.735.4610.5929/03/2017
Sector Equity Industrial Materials5.764.7840.0410.709.0014.7029/03/2017
Global Emerging Markets Allocation8.617.8531.1510.704.9112.8129/03/2017
Sector Equity Communications3.042.1713.5910.6811.9711.9929/03/2017
RMB Bond2.261.1513.6510.617.319.0829/03/2017
Sector Equity Ecology6.105.4428.4610.5912.0711.7829/03/2017
Property - Indirect Europe1.261.737.6810.5812.5913.3029/03/2017
Sector Equity Private Equity5.695.0033.5610.5713.6611.4529/03/2017
Global Corporate Bond0.910.2517.0610.546.909.1329/03/2017
USD Cautious Allocation1.460.5420.6710.517.219.1429/03/2017
Germany Large-Cap Equity8.327.8731.7110.5013.4615.0129/03/2017
GBP Inflation-Linked Bond1.031.4017.0610.507.6810.6429/03/2017
USD Money Market - Short Term-0.31-1.3215.4810.495.269.0829/03/2017
Europe Mid-Cap Equity7.877.6022.6210.4914.7010.9829/03/2017
USD Money Market-0.44-1.5115.4910.445.239.0629/03/2017
HKD Money Market-0.56-1.5715.0110.435.289.2829/03/2017
Norway Equity4.333.5847.0910.118.4914.3329/03/2017
JPY Bond4.272.9715.3710.081.1616.5329/03/2017
Global Frontier Markets Equity6.826.4637.1710.0711.8812.1629/03/2017
Eurozone Mid-Cap Equity9.599.2131.7910.0214.8113.0229/03/2017
Europe Large-Cap Growth Equity7.146.7022.559.9811.8810.7829/03/2017
Target Date 2026 - 20304.093.4922.649.939.139.2129/03/2017
Property - Indirect Eurozone0.941.452.349.889.8913.3829/03/2017
Korea Equity14.1013.0721.909.734.5515.2429/03/2017
CHF Moderate Allocation3.693.3120.709.736.8911.2629/03/2017
ASEAN Equity8.157.2124.469.676.4114.8329/03/2017
Europe ex-UK Large-Cap Equity6.626.8326.249.4612.9511.4529/03/2017
EUR Bond - Long Term-1.53-2.625.999.209.0315.3429/03/2017
EMEA Equity5.324.1835.929.155.5715.9329/03/2017
Germany Small/Mid-Cap Equity8.207.5727.629.1210.8712.9329/03/2017
Australia & New Zealand Equity9.868.4634.748.907.6515.9429/03/2017
Global Bond1.791.0615.288.805.3710.1029/03/2017
Global Corporate Bond - CHF Hedged2.362.2115.748.746.7713.8829/03/2017
EUR Aggressive Allocation - Global4.443.6623.548.708.049.7229/03/2017
UK Mid-Cap Equity5.615.9916.148.5514.9811.7029/03/2017
Eurozone Flex-Cap Equity5.584.9524.328.5010.5312.1629/03/2017
South Africa & Namibia Equity8.136.8941.918.475.1819.4129/03/2017
Eurozone Large-Cap Equity7.076.6129.298.4712.0712.7629/03/2017
France Large-Cap Equity5.985.6829.758.4511.4512.4429/03/2017
Austria Equity9.228.9337.548.397.8415.9629/03/2017
GBP Aggressive Allocation3.803.7718.408.368.767.9829/03/2017
RMB Bond - Onshore0.91-0.089.478.284.049.1629/03/2017
Europe Large-Cap Blend Equity5.935.5324.368.2010.8910.7629/03/2017
UK Small-Cap Equity7.127.3518.288.0514.6511.6329/03/2017
AUD Bond6.425.8617.478.012.7612.3029/03/2017
Europe Flex-Cap Equity6.195.7821.958.0111.2611.3729/03/2017
Convertible Bond - Global, CHF Hedged3.212.9117.668.008.0312.6029/03/2017
Sector Equity Agriculture1.731.1124.897.985.9012.0729/03/2017
Global Equity PP0.583.9217.067.779.4010.5403/01/2017
Global High Yield Bond - CHF Hedged2.692.4123.367.758.4113.0929/03/2017
Target Date 2021 - 20253.332.6718.547.757.648.5129/03/2017
Global Flexible Bond - CHF Hedged2.492.1617.327.714.9712.8829/03/2017
UK Equity Income4.184.2815.827.7011.289.2629/03/2017
Europe Large-Cap Value Equity5.475.0129.267.6211.3111.6729/03/2017
EUR Aggressive Allocation5.044.3722.007.578.149.9529/03/2017
CHF Aggressive Allocation3.993.6619.117.525.3011.0029/03/2017
GBP Government Bond0.820.966.277.524.878.0729/03/2017
UK Large-Cap Growth Equity4.014.1116.887.499.899.8429/03/2017
Europe Equity Income5.174.7323.477.4610.6410.3029/03/2017
Global Bond - CHF Hedged2.422.0615.577.435.8013.9529/03/2017
Indonesia Equity4.242.8926.487.381.9923.2029/03/2017
CHF Bond1.190.8111.807.354.6813.4829/03/2017
Global Inflation-Linked Bond1.210.3616.537.333.139.5429/03/2017
GBP Flexible Allocation3.173.4016.127.286.498.1429/03/2017
Emerging Europe Equity2.251.8537.977.101.4018.3429/03/2017
SGD Money Market3.192.5113.197.093.359.2729/03/2017
UK Large-Cap Blend Equity4.114.1419.977.059.969.7329/03/2017
Emerging Europe ex-Russia Equity9.949.5024.966.835.7114.5629/03/2017
CHF Cautious Allocation2.602.1815.476.835.0211.5629/03/2017
UK Flex-Cap Equity4.684.8019.156.8111.3210.6129/03/2017
CAD Bond0.400.0312.436.741.469.5529/03/2017
Global Emerging Markets Bond - Local Currency6.415.4424.166.702.3613.9429/03/2017
Global Bond - CHF Biased1.230.7914.756.624.8612.7729/03/2017
GBP Moderate Allocation2.702.7213.316.576.956.0529/03/2017
UK Large-Cap Value Equity2.862.8522.816.5411.109.2929/03/2017
GBP Corporate Bond1.571.729.086.466.835.6929/03/2017
GBP Diversified Bond1.591.698.216.435.505.8229/03/2017
Target Date 2016 - 20202.592.0416.056.406.138.5829/03/2017
SEK Moderate Allocation4.283.4718.086.386.478.1829/03/2017
EUR Moderate Allocation - Global3.352.7118.396.265.908.8729/03/2017
SEK Flexible Allocation4.163.2414.046.135.509.4629/03/2017
Commodities - Precious Metals8.558.5918.345.98-2.2522.2329/03/2017
Europe High Yield Bond2.712.5319.375.907.918.7429/03/2017
EUR Flexible Allocation - Global3.612.9518.845.854.959.6529/03/2017
Sector Equity Alternative Energy6.065.4620.995.839.6314.7829/03/2017
EUR Moderate Allocation3.292.6717.885.826.119.0929/03/2017
NOK Moderate Allocation3.392.6325.605.815.1110.2229/03/2017
CHF Bond - Short Term1.170.7311.155.632.7412.4329/03/2017
EUR High Yield Bond2.902.4219.765.587.199.5729/03/2017
Emerging Europe Bond2.922.2214.005.544.3110.7629/03/2017
CHF Money Market1.280.9411.605.452.8012.4329/03/2017
GBP Cautious Allocation1.871.939.385.315.494.3829/03/2017
Global Emerging Markets Corporate Bond - EUR Biased4.213.7019.635.285.0410.9229/03/2017
Poland Equity17.8118.3033.285.276.5218.4529/03/2017
Property - Direct UK1.441.75-1.565.125.634.8129/03/2017
AUD Money Market5.564.9117.715.050.6411.7529/03/2017
Latin America Equity12.8312.2642.025.02-1.5524.5729/03/2017
Global Emerging Markets Bond - EUR Biased4.864.3719.595.014.2012.3029/03/2017
GBP High Yield Bond1.781.8312.384.947.555.0929/03/2017
GBP Flexible Bond1.421.527.374.795.904.8029/03/2017
DKK Bond2.051.5014.104.754.1510.7029/03/2017
Canada Equity-0.34-1.4927.974.743.9612.8029/03/2017
Spain Equity9.018.8230.484.6012.1814.3729/03/2017
EUR Flexible Allocation3.763.1418.214.594.839.8829/03/2017
EUR Corporate Bond1.691.1913.544.514.949.4329/03/2017
EUR Cautious Allocation - Global2.271.7114.664.504.108.7329/03/2017
Convertible Bond - Europe2.662.0517.184.476.128.6229/03/2017
Europe Bond0.740.2810.444.464.409.2029/03/2017
Global Bond - EUR Biased1.140.5812.074.303.599.3229/03/2017
EUR Cautious Allocation2.271.6814.194.234.388.5829/03/2017
EUR Government Bond-0.01-0.598.684.234.2910.1229/03/2017
EUR Diversified Bond0.780.2410.504.204.369.6429/03/2017
Global Inflation-Linked Bond - EUR Hedged1.681.2814.514.162.6911.2429/03/2017
Convertible Bond - Global, EUR Hedged3.513.0416.214.035.878.9029/03/2017
Target Date 2011 - 20152.071.4411.653.934.689.1029/03/2017
CAD Money Market-0.16-0.6213.453.93-0.359.3429/03/2017
EUR Flexible Bond1.971.4514.393.904.429.2529/03/2017
DKK Domestic Bond1.611.1412.743.883.339.7729/03/2017
Africa & Middle East Equity1.460.5121.283.848.5016.4029/03/2017
Global High Yield Bond - EUR Hedged2.812.3022.373.825.7710.0229/03/2017
Global Inflation-Linked Bond - GBP Hedged0.550.714.883.682.784.9429/03/2017
Global Corporate Bond - EUR Hedged2.241.8313.323.613.8710.0329/03/2017
Global High Yield Bond - GBP Hedged1.691.7612.223.616.125.4729/03/2017
Global Bond - GBP Hedged1.391.413.763.363.563.6229/03/2017
Global Corporate Bond - GBP Hedged1.071.224.003.354.023.4829/03/2017
Global Flexible Bond - GBP Hedged1.661.716.763.335.183.5929/03/2017
Convertible Bond - Global, GBP Hedged2.993.007.173.325.836.0529/03/2017
Global Flexible Bond - EUR Hedged2.632.1515.843.253.449.5429/03/2017
EUR Inflation-Linked Bond-0.69-1.1810.883.202.609.3229/03/2017
Turkey Equity8.848.59-0.853.17-0.4825.6929/03/2017
Global Bond - EUR Hedged2.301.8111.872.972.9410.1829/03/2017
SEK Cautious Allocation2.902.1211.702.863.148.0729/03/2017
Italy Equity8.067.5821.792.329.9816.4529/03/2017
Brazil Equity12.6311.8061.282.20-5.8034.5929/03/2017
EUR Corporate Bond - Short Term1.531.0111.572.182.598.9929/03/2017
EUR Diversified Bond - Short Term1.420.9010.782.151.969.0129/03/2017
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
SEK Bond1.610.927.822.061.719.6029/03/2017
Global Bond - NOK Hedged1.961.4619.131.931.5711.9829/03/2017
EUR Government Bond - Short Term1.210.6910.211.851.669.0829/03/2017
Sector Equity Natural Resources1.300.8848.271.74-2.6221.7229/03/2017
EUR Ultra Short-Term Bond1.410.9010.431.611.139.0829/03/2017
EUR Money Market1.410.9010.311.590.909.1029/03/2017
EUR Money Market - Short Term1.380.8610.171.480.759.1229/03/2017
NOK Bond1.631.1416.091.020.3011.0029/03/2017
Global Bond - GBP Biased0.510.532.710.972.391.5229/03/2017
Commodities - Industrial & Broad Metals48.3319.5257.110.85-0.2418.7724/11/2016
GBP Money Market0.060.001.270.77-0.460.6629/03/2017
SEK Corporate Bond2.511.8310.650.711.559.0229/03/2017
GBP Diversified Bond - Short Term0.240.192.370.690.880.7029/03/2017
GBP Money Market - Short Term0.020.030.320.320.240.0829/03/2017
Property - Direct Europe0.780.789.38-0.10-0.8110.3629/03/2017
NOK Bond - Short Term1.160.6217.17-0.26-0.7411.0229/03/2017
SEK Bond - Short Term1.771.087.29-0.360.269.0129/03/2017
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
SEK Money Market1.691.047.06-0.66-0.208.9929/03/2017
Property - Direct Global-0.45-0.967.46-0.92-4.1710.5229/03/2017
NOK High Yield Bond6.716.1336.24-1.170.8613.5529/03/2017
TRY Bond-2.79-3.62-7.16-2.06-4.2218.5729/03/2017
Africa Equity3.172.1315.60-2.900.0015.3729/03/2017
Sector Equity Energy-6.22-7.1635.27-5.30-3.2620.2529/03/2017
Commodities - Broad Agriculture0.620.2911.05-7.61-5.7314.4829/03/2017
Commodities - Grains12.744.3214.51-7.71-3.0526.5524/11/2016
Commodities - Broad Basket-1.74-2.4018.46-9.23-8.2215.4629/03/2017
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---22.1920/02/2017
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 Equity3.683.5827.10--26.9029/03/2017
Guaranteed Funds-------
High Yield Bond - Other Hedged-------
Islamic Allocation - Other-------
Islamic Equity - Other-------
Israel Large/Mid-Cap Equity3.057.4119.51--12.5902/03/2017
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)