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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 Shares14.575.5215.7426.6619.7031.5720/09/2017
Japan Small/Mid-Cap Equity17.680.5523.5022.8622.9114.2220/09/2017
Switzerland Small/Mid-Cap Equity19.83-3.4923.2922.6221.9812.1820/09/2017
Denmark Equity19.59-0.7617.4822.0823.9611.6120/09/2017
Sweden Small/Mid-Cap Equity13.87-1.9714.6821.7220.7913.1820/09/2017
Eurozone Small-Cap Equity24.662.5928.6820.1111.7212.4520/09/2017
Europe Small-Cap Equity24.002.1528.0519.8918.6611.5620/09/2017
Sector Equity Technology19.851.2221.7019.3217.7814.4820/09/2017
Europe ex-UK Small/Mid-Cap Equity19.820.5824.0318.9518.9511.3920/09/2017
Netherlands Equity18.530.5726.7318.6616.0712.9120/09/2017
Finland Equity13.70-3.1619.7818.2717.8412.4620/09/2017
France Small/Mid-Cap Equity26.821.0235.1418.1020.5912.7004/09/2017
Japan Flex-Cap Equity10.83-1.4618.6418.0017.7713.2920/09/2017
Austria Equity30.554.0642.5617.9912.8115.9220/09/2017
Eurozone Mid-Cap Equity24.942.5229.2817.9719.5612.6420/09/2017
Greater China Equity26.735.5422.9616.9215.2719.0220/09/2017
China Equity25.406.6922.2516.8115.3220.6120/09/2017
India Equity21.63-1.2116.1716.5016.8318.5820/09/2017
Germany Small/Mid-Cap Equity21.201.4024.4915.9414.6512.7620/09/2017
US Large-Cap Growth Equity7.67-3.5514.9415.7716.4411.3220/09/2017
Nordic Equity15.01-0.3917.9615.7115.2210.8420/09/2017
Belgium Equity7.84-1.2111.3515.4814.5111.2720/09/2017
US Small-Cap Equity-0.82-4.2613.9315.1815.6013.1920/09/2017
Japan Large-Cap Equity6.47-2.8913.3815.0414.2812.8120/09/2017
Europe Mid-Cap Equity19.430.6022.0315.0315.0810.9220/09/2017
Global Small-Cap Equity7.83-1.8115.8814.9915.7710.1020/09/2017
RMB High Yield Bond1.12-3.232.9214.52-9.6720/09/2017
Hong Kong Equity21.494.4418.1214.4713.3218.0620/09/2017
US Large-Cap Blend Equity1.97-4.2012.4514.3915.6110.7320/09/2017
Asia ex Japan Equity22.402.1519.2414.3612.5615.3120/09/2017
Taiwan Large-Cap Equity15.330.2015.1913.9412.3115.3420/09/2017
Sweden Equity12.95-1.8617.2913.8113.7210.9820/09/2017
US Mid-Cap Equity-1.69-6.139.6013.5516.0211.5920/09/2017
Germany Large-Cap Equity15.73-1.0322.3413.3713.7815.2420/09/2017
UK Small-Cap Equity18.683.0023.2013.3516.0211.6220/09/2017
Global Large-Cap Growth Equity10.77-1.8615.3513.3313.5810.9120/09/2017
BRIC Equity20.498.6923.8913.319.1418.3020/09/2017
US Flex-Cap Equity2.12-3.7412.7813.2915.2111.6620/09/2017
Sector Equity Industrial Materials10.12-0.0821.7413.1411.7814.6220/09/2017
Asia-Pacific inc. Japan Equity11.40-1.0913.8513.0311.9413.2720/09/2017
Europe ex-UK Large-Cap Equity15.45-0.5920.4113.0014.3011.5120/09/2017
US Large-Cap Value Equity-1.97-4.5610.4512.8015.1411.0920/09/2017
Sector Equity Biotechnology15.713.1411.1612.7020.7822.0420/09/2017
France Large-Cap Equity15.20-1.1024.5212.6312.7512.4320/09/2017
Norway Equity15.619.8631.8212.5711.6415.3020/09/2017
Asia High Yield Bond-3.23-5.471.4912.559.8211.4620/09/2017
Switzerland Large-Cap Equity11.47-4.2914.8212.5314.6311.5220/09/2017
Sector Equity Water9.99-1.8812.2912.4612.1210.6320/09/2017
Sector Equity Consumer Goods & Services8.70-3.6410.8112.4412.4613.6320/09/2017
Asia-Pacific ex-Japan Equity16.650.2916.6212.3811.0014.4420/09/2017
Global Flex-Cap Equity9.39-1.5115.0512.2712.4911.5620/09/2017
Property - Indirect North America-7.47-7.32-6.6812.1810.0317.6520/09/2017
Sector Equity Ecology10.49-1.3914.4212.1813.4411.2620/09/2017
Property - Indirect Europe10.52-1.905.4612.1713.0913.7020/09/2017
Europe Large-Cap Growth Equity14.42-2.1013.9912.1411.7811.0220/09/2017
Europe Flex-Cap Equity14.38-0.7117.9111.9012.5611.4620/09/2017
Global Bond - ILS3.08-5.224.9411.8310.2010.3520/09/2017
Global Large-Cap Blend Equity6.86-2.5113.5011.7012.3410.5320/09/2017
Eurozone Large-Cap Equity14.80-0.8322.3411.6912.8712.8720/09/2017
Asia-Pacific ex-Japan Equity Income12.43-1.0113.2411.6710.4613.7820/09/2017
Sector Equity Healthcare8.68-3.115.8811.6616.9114.1320/09/2017
Eurozone Flex-Cap Equity12.23-0.9716.3111.5113.2812.5320/09/2017
Global Large-Cap Value Equity4.64-2.7013.4511.4613.0110.8720/09/2017
Vietnam Equity3.99-6.871.6011.4421.9114.8620/09/2017
Target Date 2046+8.03-1.6712.9711.3911.1310.0220/09/2017
UK Mid-Cap Equity13.460.4515.0311.3314.5211.0220/09/2017
Sector Equity Infrastructure9.17-2.489.8211.2311.2314.2020/09/2017
Target Date 2041 - 20457.40-1.7612.3611.1411.039.8120/09/2017
Sector Equity Financial Services8.20-1.2022.2111.0212.6615.2420/09/2017
Global Emerging Markets Corporate Bond-0.87-4.252.3810.798.1710.2920/09/2017
Global Equity Income4.65-3.4311.0910.7911.6910.3420/09/2017
Property - Indirect Asia7.62-3.516.4210.717.7313.9120/09/2017
Target Date 2036 - 20407.98-1.5512.3910.5610.519.6120/09/2017
Global Emerging Markets Bond1.03-3.542.9910.546.8011.1920/09/2017
Islamic Global Bond-1.60-4.79-0.2110.534.0411.0420/09/2017
Property - Indirect Global-0.10-5.15-0.5210.519.2413.6720/09/2017
Target Date 2031 - 20357.11-1.4611.5710.4810.539.5820/09/2017
Global Emerging Markets Equity18.593.1019.1110.408.2115.8520/09/2017
Asia Bond-3.43-5.48-1.3310.326.7310.1320/09/2017
Global High Yield Bond-2.60-5.014.0810.318.579.1620/09/2017
USD Aggressive Allocation-0.26-4.886.1310.278.5110.0520/09/2017
Global Corporate Bond - USD Hedged-4.58-6.20-1.6410.257.4610.2020/09/2017
Global Emerging Markets Small/Mid-Cap Equity15.17-0.2813.8810.209.8414.7820/09/2017
Asia ex-Japan Small/Mid-Cap Equity12.47-1.139.6310.1813.6114.9020/09/2017
Europe High Yield Bond9.581.4511.2110.1010.119.3620/09/2017
Convertible Bond - Global, USD Hedged-2.32-6.193.2610.059.978.8120/09/2017
Russia Equity-2.457.4820.429.962.0625.2320/09/2017
Sector Equity Private Equity9.93-1.1017.559.9011.7811.2220/09/2017
Sector Equity Utilities6.99-3.897.749.7410.4715.6520/09/2017
Europe Large-Cap Blend Equity11.68-1.5516.079.6811.1211.0720/09/2017
EUR Aggressive Allocation11.43-0.7315.049.669.4910.2620/09/2017
Europe Large-Cap Value Equity10.53-1.0619.579.6211.3612.0520/09/2017
Global Inflation-Linked Bond - USD Hedged-8.13-7.14-4.109.616.0811.7920/09/2017
Target Date 2026 - 20306.71-1.399.669.549.649.3520/09/2017
USD Corporate Bond-4.30-6.10-2.009.506.6010.3220/09/2017
USD High Yield Bond-4.01-5.582.979.487.849.1720/09/2017
Thailand Equity11.241.7416.689.489.5114.9620/09/2017
USD Flexible Allocation-2.12-5.133.409.446.3710.4020/09/2017
USD Moderate Allocation-1.65-5.294.029.438.379.5620/09/2017
Asia Allocation5.23-2.525.569.406.7312.4320/09/2017
Emerging Europe ex-Russia Equity21.182.1223.169.408.7315.2120/09/2017
Convertible Bond - Global1.49-3.174.799.378.868.7820/09/2017
Convertible Bond - Asia/Japan0.14-2.204.109.339.3010.8220/09/2017
Europe Equity Income10.10-1.8615.419.2911.5110.8320/09/2017
Sector Equity Precious Metals-1.07-1.03-15.729.27-9.2742.1420/09/2017
Italy Equity22.135.6633.919.1912.0516.9820/09/2017
Property - Indirect Eurozone8.20-0.906.069.1510.4314.1820/09/2017
Global Bond - USD Biased-4.39-5.96-4.029.105.1610.2920/09/2017
GBP Adventurous Allocation7.64-0.7812.519.089.939.0820/09/2017
CHF Moderate Allocation1.05-5.273.039.057.7711.4020/09/2017
UK Flex-Cap Equity9.88-0.5113.399.0112.2410.7720/09/2017
USD Flexible Bond-4.98-6.02-1.008.986.279.5320/09/2017
EUR Bond - Long Term1.69-1.65-4.188.968.5216.3620/09/2017
Islamic Global Equity3.21-3.917.358.958.2710.8620/09/2017
EUR Aggressive Allocation - Global7.82-1.1511.838.938.849.9820/09/2017
Global Flexible Bond - USD Hedged-4.54-5.810.188.907.119.1620/09/2017
RMB Bond1.37-1.700.848.707.019.4220/09/2017
USD Cautious Allocation-4.13-5.940.768.686.579.3620/09/2017
GBP Inflation-Linked Bond-0.69-2.34-0.468.657.4811.3120/09/2017
USD Diversified Bond-5.75-6.58-3.728.585.2210.4920/09/2017
Emerging Markets Equity PP6.742.6326.378.588.5913.8202/05/2017
Sector Equity Communications1.46-4.904.298.5510.6713.1820/09/2017
Global Bond - USD Hedged-6.31-6.41-2.878.495.8610.5120/09/2017
EUR High Yield Bond8.731.199.798.478.2610.5520/09/2017
SEK Moderate Allocation7.700.559.008.457.268.1220/09/2017
Global Flexible Bond-1.64-3.590.628.375.639.5520/09/2017
Target Date 2021 - 20256.21-0.768.198.217.988.7520/09/2017
Global Corporate Bond-0.79-3.470.068.175.849.3320/09/2017
HKD Bond-7.10-6.37-3.738.064.1810.0320/09/2017
JPY Bond-4.68-6.63-14.027.90-1.5216.4820/09/2017
Global Emerging Markets Bond - EUR Biased10.901.987.197.874.9812.4220/09/2017
Spain Equity14.08-4.4321.737.8411.8114.9020/09/2017
Global Emerging Markets Allocation11.250.4611.547.845.7913.0120/09/2017
Global High Yield Bond - CHF Hedged-0.04-4.932.387.817.5113.3420/09/2017
CHF Aggressive Allocation2.58-4.173.467.816.5611.1320/09/2017
GBP Moderately Adventurous Allocation5.93-1.209.347.768.787.6020/09/2017
USD Inflation-Linked Bond-7.78-6.44-4.887.752.9811.1820/09/2017
Global Corporate Bond - CHF Hedged-1.20-5.73-2.037.725.8714.0720/09/2017
Poland Equity27.342.9831.067.708.5417.9620/09/2017
Convertible Bond - Global, CHF Hedged0.10-5.601.827.617.7212.7020/09/2017
Convertible Bond - Europe7.63-0.269.187.546.888.7320/09/2017
EUR Moderate Allocation7.24-0.688.777.517.019.5620/09/2017
EUR Flexible Allocation9.39-0.5211.457.396.6410.2020/09/2017
Global Emerging Markets Corporate Bond - EUR Biased9.851.957.417.385.4111.2820/09/2017
EUR Moderate Allocation - Global6.50-0.537.927.386.999.0020/09/2017
Emerging Europe Equity7.404.7821.857.352.6117.5320/09/2017
Asia Bond - Local Currency-1.57-4.85-2.287.314.3710.9420/09/2017
USD Government Bond-5.57-5.96-4.757.304.0611.2020/09/2017
UK Large-Cap Growth Equity5.31-2.618.077.2510.009.8220/09/2017
Singapore Equity12.11-3.1912.057.246.1614.8120/09/2017
EMEA Equity7.282.0914.277.225.6216.2020/09/2017
UK Equity Income6.41-2.378.647.1310.639.3420/09/2017
Global High Yield Bond - EUR Hedged8.371.299.387.136.6410.2620/09/2017
EUR Flexible Allocation - Global7.17-0.669.127.056.279.8420/09/2017
Target Date 2016 - 20205.00-0.555.706.986.748.8120/09/2017
Sector Equity Agriculture3.50-0.5211.416.936.3812.1520/09/2017
USD Diversified Bond - Short Term-7.98-6.65-3.586.914.189.5220/09/2017
RMB Bond - Onshore-2.83-2.84-3.096.833.689.5820/09/2017
USD Money Market - Short Term-8.39-6.77-3.826.723.869.3520/09/2017
Global Equity PP7.040.8213.956.729.1710.6804/09/2017
Global Flexible Bond - CHF Hedged-1.34-5.32-0.576.715.2913.2420/09/2017
Convertible Bond - Global, EUR Hedged8.130.327.996.646.969.1620/09/2017
Property - Direct Other1.86-1.123.676.620.4911.3620/09/2017
USD Money Market-8.48-6.80-3.976.573.729.3620/09/2017
Sector Equity Alternative Energy14.003.5014.866.5514.1414.8320/09/2017
Emerging Europe Bond5.08-0.992.576.534.7010.9420/09/2017
UK Large-Cap Blend Equity6.38-2.0510.126.499.459.8420/09/2017
SEK Flexible Allocation7.360.208.756.474.519.5520/09/2017
Global Bond - CHF Hedged-2.79-5.90-1.756.394.8814.2520/09/2017
DKK Bond5.520.914.126.385.0810.1420/09/2017
AUD Bond3.01-1.320.056.351.2512.4920/09/2017
HKD Money Market-9.25-6.93-4.776.343.699.4920/09/2017
Global Frontier Markets Equity7.98-2.9714.506.3313.2211.7420/09/2017
GBP Moderate Allocation4.37-0.976.816.247.015.9520/09/2017
Global Bond-1.37-3.43-2.216.233.5710.1520/09/2017
EUR Corporate Bond5.570.713.696.215.769.8220/09/2017
Australia & New Zealand Equity3.75-0.718.196.193.4816.6320/09/2017
Europe Bond3.98-0.121.616.116.019.6920/09/2017
Global Corporate Bond - EUR Hedged6.780.693.486.024.8110.4020/09/2017
GBP Government Bond-0.54-2.52-3.505.993.798.2420/09/2017
NOK Moderate Allocation6.001.5410.115.975.6610.3320/09/2017
Global Flexible Bond - EUR Hedged6.820.725.705.964.809.8720/09/2017
DKK Domestic Bond5.250.954.085.924.5810.0320/09/2017
Global Bond - CHF Biased-1.66-4.41-1.735.914.4312.8620/09/2017
EUR Cautious Allocation - Global5.18-0.334.915.904.938.9520/09/2017
EUR Cautious Allocation5.50-0.295.285.845.208.9020/09/2017
Target Date 2011 - 20154.860.875.005.835.349.1820/09/2017
CHF Cautious Allocation-1.45-5.90-0.255.824.8511.7820/09/2017
CHF Bond-4.47-6.13-4.135.824.0613.7920/09/2017
GBP Corporate Bond3.02-0.971.525.755.775.6720/09/2017
UK Large-Cap Value Equity3.39-1.5411.045.729.769.5620/09/2017
Global Inflation-Linked Bond - EUR Hedged3.21-0.151.525.683.2311.4820/09/2017
GBP Diversified Bond2.28-1.130.655.664.896.1120/09/2017
GBP Flexible Allocation4.65-0.657.295.546.746.5020/09/2017
EUR Diversified Bond3.940.151.805.524.819.9420/09/2017
Global Emerging Markets Bond - Local Currency4.77-2.315.015.452.2113.9820/09/2017
EUR Flexible Bond5.200.464.185.424.759.6320/09/2017
GBP High Yield Bond4.970.637.445.396.855.1020/09/2017
Commodities - Precious Metals7.720.261.635.33-4.2822.4020/09/2017
Global Bond - EUR Biased3.00-0.461.715.324.039.5620/09/2017
Property - Direct UK4.361.297.935.317.084.2820/09/2017
EUR Government Bond2.70-0.350.115.184.8210.4420/09/2017
GBP Moderately Cautious Allocation3.16-0.864.225.125.254.5120/09/2017
ASEAN Equity7.72-3.105.185.085.6614.8520/09/2017
Global Bond - EUR Hedged5.580.553.085.033.7010.5720/09/2017
SGD Money Market-1.55-3.57-2.554.992.269.4920/09/2017
CHF Bond - Short Term-4.61-5.99-4.104.972.4712.8120/09/2017
Global Inflation-Linked Bond-0.89-3.500.724.812.129.8020/09/2017
EUR Inflation-Linked Bond3.080.552.504.793.679.8620/09/2017
CHF Money Market-4.31-5.83-3.654.782.5512.7120/09/2017
GBP Cautious Allocation2.90-0.633.644.774.923.8620/09/2017
SEK Cautious Allocation5.781.975.234.723.468.5020/09/2017
Korea Equity9.91-7.104.214.574.5116.3720/09/2017
CAD Bond-1.10-2.10-0.564.460.8710.1220/09/2017
Latin America Equity20.1410.9923.514.451.5224.5020/09/2017
EUR Corporate Bond - Short Term4.190.483.154.433.559.3420/09/2017
GBP Flexible Bond3.530.023.114.364.614.6120/09/2017
SEK Bond4.252.372.194.291.639.9320/09/2017
EUR Diversified Bond - Short Term3.760.312.524.182.959.3620/09/2017
Global High Yield Bond - GBP Hedged5.411.247.844.145.245.2420/09/2017
SEK Corporate Bond6.033.285.254.011.629.5620/09/2017
EUR Ultra Short-Term Bond3.550.182.433.982.339.3920/09/2017
EUR Government Bond - Short Term3.200.152.073.912.759.4520/09/2017
EUR Money Market3.400.212.283.862.119.4220/09/2017
South Africa & Namibia Equity0.54-2.275.383.843.9119.5120/09/2017
EUR Money Market - Short Term3.520.382.373.842.029.4320/09/2017
AUD Money Market2.12-0.952.803.70-0.5012.0820/09/2017
Brazil Equity26.2921.1727.393.59-0.6335.1520/09/2017
Convertible Bond - Global, GBP Hedged6.570.287.593.466.176.4120/09/2017
Global Flexible Bond - GBP Hedged4.030.614.063.454.683.5220/09/2017
Property - Direct Europe3.19-0.742.293.341.0910.4720/09/2017
Global Corporate Bond - GBP Hedged3.630.481.763.183.583.4220/09/2017
CAD Money Market-0.060.903.382.75-0.5310.1920/09/2017
Indonesia Equity-1.83-6.42-3.352.732.3722.5020/09/2017
Global Bond - GBP Hedged2.22-0.031.782.643.143.4420/09/2017
SEK Bond - Short Term4.212.842.992.580.299.4220/09/2017
Global Inflation-Linked Bond - GBP Hedged0.95-0.210.482.572.064.9020/09/2017
SEK Money Market3.932.852.762.50-0.029.4220/09/2017
Global Bond - NOK Hedged3.722.575.262.461.4412.2620/09/2017
Turkey Equity22.71-1.079.692.430.3923.8720/09/2017
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
Global Bond - GBP Biased3.200.432.732.002.722.7520/09/2017
NOK Bond3.122.703.771.830.3111.3820/09/2017
Property - Direct Global0.881.73-0.131.58-2.5810.9320/09/2017
NOK Bond - Short Term2.692.684.021.21-0.1211.3420/09/2017
GBP Diversified Bond - Short Term0.31-0.040.220.850.571.4220/09/2017
Commodities - Industrial & Broad Metals48.3319.5257.110.85-0.2418.4824/11/2016
GBP Money Market-0.01-0.100.090.440.240.2720/09/2017
Sector Equity Natural Resources-0.455.4713.540.34-1.6822.6420/09/2017
GBP Money Market - Short Term0.080.020.140.230.210.0420/09/2017
Canada Equity-5.00-0.493.810.062.6812.9920/09/2017
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
NOK High Yield Bond8.952.7115.29-1.09-13.4620/09/2017
Africa & Middle East Equity0.12-2.488.85-2.567.2514.8220/09/2017
Commodities - Broad Agriculture-9.26-7.60-4.87-3.40-8.5713.8720/09/2017
TRY Bond-1.01-4.00-14.46-3.53-4.4818.3820/09/2017
Africa Equity6.51-2.316.53-3.820.0115.3720/09/2017
Greece Equity19.70-5.0234.18-5.67-28.1820/09/2017
Commodities - Broad Basket-4.322.05-0.16-6.05-7.2815.9820/09/2017
Sector Equity Energy-13.92-1.102.01-7.77-2.8819.2220/09/2017
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-21.94-5.37-4.44--22.7404/09/2017
Commodities - Grains-2.29---26.5531/07/2017
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-------
Guaranteed Funds-------
High Yield Bond - Other Hedged-------
Islamic Allocation - Other-------
Islamic Equity - Other-------
Israel Large/Mid-Cap Equity-3.92-6.720.87--12.8419/09/2017
Japan Equity - Currency Hedged-------
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 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)