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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 Shares3.23-2.9633.4128.0315.1932.9616/01/2017
India Equity5.33-5.5233.8423.1214.2320.0616/01/2017
Vietnam Equity4.77-4.2340.3321.1224.2815.8416/01/2017
Denmark Equity5.901.3332.9219.6223.6512.2016/01/2017
Property - Indirect North America3.040.7429.0419.2513.7017.1716/01/2017
Switzerland Small/Mid-Cap Equity5.532.4346.8219.0320.4812.2116/01/2017
Sector Equity Technology5.773.8046.0118.9917.2514.3716/01/2017
Japan Small/Mid-Cap Equity5.583.2044.2018.4619.7714.2616/01/2017
US Large-Cap Blend Equity3.518.2543.8118.3117.2510.8816/01/2017
US Mid-Cap Equity4.1210.2351.1518.3117.1611.9616/01/2017
Asia High Yield Bond3.541.8935.8218.1613.409.3216/01/2017
US Large-Cap Value Equity3.139.7947.9217.9417.2711.0016/01/2017
Sweden Small/Mid-Cap Equity3.781.1539.6917.3819.7914.3216/01/2017
US Large-Cap Growth Equity5.045.9038.2617.2417.5411.8716/01/2017
US Small-Cap Equity3.4612.2956.5117.0118.1214.2316/01/2017
US Flex-Cap Equity4.528.5342.3116.8417.1811.9416/01/2017
Thailand Equity5.135.0553.5816.6312.7815.4316/01/2017
Global Inflation-Linked Bond - USD Hedged2.81-0.0228.9016.167.9511.8416/01/2017
Global Emerging Markets Corporate Bond3.510.7133.9315.4510.739.9216/01/2017
France Small/Mid-Cap Equity0.423.6031.9015.3016.9012.8403/01/2017
Asia Bond3.40-0.3825.7415.159.109.8116/01/2017
Sector Equity Biotechnology8.607.5021.0514.9024.4025.0316/01/2017
Sector Equity Healthcare4.82-0.2319.4614.7117.8914.1716/01/2017
Belgium Equity2.57-1.6626.1514.6215.9111.4011/01/2017
Global Corporate Bond - USD Hedged2.91-0.2425.8514.609.5110.0416/01/2017
Sector Equity Precious Metals10.60-1.76112.4914.60-8.3943.1216/01/2017
Taiwan Large-Cap Equity4.920.5050.6914.5312.5815.3216/01/2017
Sector Equity Infrastructure3.720.4538.6714.3811.4214.2116/01/2017
Japan Large-Cap Equity5.505.0335.3614.3013.9013.5516/01/2017
Property - Indirect Global2.990.4626.8014.2012.0113.3116/01/2017
Global Emerging Markets Bond3.78-0.2634.3314.039.1811.0416/01/2017
RMB High Yield Bond4.190.1224.9113.6611.309.4616/01/2017
Asia ex-Japan Small/Mid-Cap Equity5.26-2.6635.4713.6014.4314.9416/01/2017
Islamic Global Bond3.27-0.5425.1113.305.649.8516/01/2017
HKD Bond2.88-0.2219.9713.247.279.7716/01/2017
Global Bond - USD Biased3.88-1.0123.0913.227.649.9716/01/2017
Convertible Bond - Global, USD Hedged3.403.3726.3513.1811.218.5816/01/2017
Global Large-Cap Growth Equity4.593.6533.8613.0413.7111.2016/01/2017
Global Equity Income3.254.5435.6113.0313.0510.5216/01/2017
Finland Equity2.892.3340.4813.0016.2813.5016/01/2017
Global Flexible Bond - USD Hedged2.831.5524.4912.998.239.0216/01/2017
USD Diversified Bond2.96-0.5121.7012.917.1210.3916/01/2017
USD Flexible Bond3.281.1331.3112.878.559.2216/01/2017
Asia ex Japan Equity5.96-1.5941.3512.829.9115.3516/01/2017
Asia-Pacific inc. Japan Equity5.811.6839.3212.7611.7113.3216/01/2017
China Equity5.83-1.8640.7312.7510.8020.7116/01/2017
Global Small-Cap Equity3.966.4241.4212.6916.0310.5416/01/2017
Asia Allocation4.45-0.3332.9912.688.3111.7416/01/2017
USD Corporate Bond3.06-1.0723.6712.667.8810.1916/01/2017
Global Large-Cap Value Equity3.937.5341.3012.6213.9310.7616/01/2017
Global High Yield Bond3.332.9735.8312.4110.898.8216/01/2017
USD High Yield Bond3.452.9538.5312.389.928.9016/01/2017
Asia-Pacific ex-Japan Equity6.070.5844.2712.3710.3614.3316/01/2017
Global Bond - ILS1.91-1.3926.5712.2610.189.8812/01/2017
Greater China Equity5.93-2.5341.7912.2611.2518.5216/01/2017
Europe ex-UK Small/Mid-Cap Equity4.122.2831.1312.2118.2011.8916/01/2017
Eurozone Small-Cap Equity5.254.4432.1112.1414.8712.9316/01/2017
Sector Equity Consumer Goods & Services4.220.4235.9012.0812.8013.6616/01/2017
USD Moderate Allocation3.263.0030.7312.0810.159.2916/01/2017
Global Bond - USD Hedged2.58-0.4720.3012.066.9610.1316/01/2017
Nordic Equity4.031.6735.3212.0515.2511.8916/01/2017
Property - Direct Other0.50-1.1343.7712.013.7913.0216/01/2017
Global Flexible Bond2.760.3624.5012.008.119.4016/01/2017
Indonesia Equity2.86-5.9636.5112.001.7423.6116/01/2017
Global Large-Cap Blend Equity3.854.8834.7711.9512.7710.7616/01/2017
Sector Equity Financial Services4.2611.6145.8211.9113.9015.0116/01/2017
Sector Equity Industrial Materials4.348.9258.5311.9010.5415.0216/01/2017
Hong Kong Equity5.74-1.4739.0711.6110.3517.8316/01/2017
Property - Indirect Europe1.09-1.9113.0711.5314.9413.5316/01/2017
EUR Bond - Long Term0.85-8.6418.0911.3510.3115.2316/01/2017
Netherlands Equity4.385.0736.0711.2813.9313.0816/01/2017
Convertible Bond - Asia/Japan2.670.5822.7311.219.6410.2516/01/2017
USD Government Bond2.63-1.5217.8911.155.0910.5716/01/2017
Sector Equity Private Equity5.297.6340.3911.1515.7312.1016/01/2017
Switzerland Large-Cap Equity5.673.9832.4811.1414.9011.8116/01/2017
Convertible Bond - Global3.571.8827.0111.1010.328.6816/01/2017
Property - Indirect Asia5.530.0835.2011.0811.7514.4116/01/2017
USD Inflation-Linked Bond3.17-0.3022.8011.044.3211.2016/01/2017
USD Diversified Bond - Short Term2.541.0819.9711.035.879.2416/01/2017
Global Flex-Cap Equity4.024.7136.5310.9911.8711.4916/01/2017
GBP Inflation-Linked Bond0.23-0.6018.6910.957.1210.6316/01/2017
Property - Indirect Eurozone-0.350.525.8510.8110.8913.7316/01/2017
USD Money Market - Short Term2.441.2319.0810.815.029.1016/01/2017
HKD Money Market2.401.1719.3410.815.119.2716/01/2017
USD Money Market2.381.2319.0210.795.049.0816/01/2017
Sector Equity Utilities2.11-0.2925.0910.788.7714.8616/01/2017
Asia Bond - Local Currency3.30-2.0322.9110.695.2110.4716/01/2017
Global Emerging Markets Small/Mid-Cap Equity4.45-2.0441.5810.668.1515.0816/01/2017
Target Date 2046+3.843.9534.4610.6311.2010.4316/01/2017
USD Aggressive Allocation3.162.8227.9610.5510.239.7716/01/2017
Global Corporate Bond2.87-1.4022.5110.488.219.1216/01/2017
USD Cautious Allocation2.781.6525.4510.467.319.1016/01/2017
Europe Small-Cap Equity4.061.9027.1010.4317.2311.9416/01/2017
Target Date 2041 - 20453.843.7234.1210.3910.7110.1616/01/2017
Sweden Equity3.713.2437.5310.2714.1711.8216/01/2017
Norway Equity4.846.9065.8310.2310.8614.7516/01/2017
Target Date 2031 - 20353.773.3132.2410.1510.929.9916/01/2017
Islamic Global Equity4.362.2240.0310.159.1811.0216/01/2017
JPY Bond4.55-8.9924.6410.12-0.8916.6016/01/2017
Australia & New Zealand Equity7.442.8849.5210.126.5516.4416/01/2017
USD Flexible Allocation3.312.8529.9510.118.2510.2016/01/2017
Target Date 2036 - 20403.853.2132.8510.0511.159.9316/01/2017
BRIC Equity5.71-0.3154.7210.044.6619.0516/01/2017
Sector Equity Agriculture3.554.1436.679.998.1112.4916/01/2017
Eurozone Mid-Cap Equity4.563.9931.179.9816.8813.2916/01/2017
Sector Equity Water3.792.2947.499.7514.1811.0716/01/2017
ASEAN Equity4.79-2.0935.439.657.2414.9716/01/2017
CHF Moderate Allocation3.710.8227.499.637.7411.3216/01/2017
RMB Bond3.94-2.3719.289.627.489.3116/01/2017
Sector Equity Communications4.443.2224.069.5812.0712.2116/01/2017
Global Corporate Bond - CHF Hedged3.35-2.5223.669.46-13.9616/01/2017
Europe Mid-Cap Equity4.342.6423.749.4115.9811.4816/01/2017
Global High Yield Bond - CHF Hedged3.610.3928.869.349.5213.1316/01/2017
AUD Bond6.32-3.2830.489.341.8612.1416/01/2017
Global Emerging Markets Equity5.30-0.1648.709.246.4016.0716/01/2017
Target Date 2026 - 20303.391.7528.469.1110.449.4916/01/2017
South Africa & Namibia Equity5.257.7767.529.035.5520.2016/01/2017
Singapore Equity7.624.0740.929.038.2314.6716/01/2017
Global Bond2.46-1.7120.589.015.3110.1216/01/2017
Global Flexible Bond - CHF Hedged3.32-1.3220.568.966.5612.8916/01/2017
Global Frontier Markets Equity4.383.8342.718.8013.2212.1816/01/2017
Sector Equity Ecology3.951.8632.238.6912.1112.0416/01/2017
France Large-Cap Equity4.076.3134.088.6312.9213.0316/01/2017
Europe Large-Cap Growth Equity3.670.8824.168.4913.0911.4416/01/2017
Europe ex-UK Large-Cap Equity3.673.6627.428.4514.2712.0616/01/2017
CHF Bond3.16-2.0317.188.455.5113.4716/01/2017
Convertible Bond - Global, CHF Hedged3.710.4222.488.419.7112.7416/01/2017
Eurozone Flex-Cap Equity3.842.8627.677.9812.6012.5716/01/2017
RMB Bond - Onshore3.44-2.4214.877.965.339.1716/01/2017
Europe Flex-Cap Equity3.972.8827.207.9013.0311.8916/01/2017
Global Emerging Markets Allocation4.30-0.7439.167.814.1312.9816/01/2017
Germany Large-Cap Equity4.254.2232.227.8114.9215.4216/01/2017
EUR Aggressive Allocation - Global3.852.5627.787.778.8010.0216/01/2017
Global Equity PP0.583.9217.067.779.4010.8203/01/2017
CAD Bond4.63-1.6229.357.591.749.7816/01/2017
Global Bond - CHF Biased2.95-2.0520.957.585.5612.7816/01/2017
Germany Small/Mid-Cap Equity4.812.7927.447.5412.6312.9116/01/2017
Target Date 2021 - 20253.250.7724.877.478.848.7416/01/2017
GBP Aggressive Allocation2.203.1521.157.469.438.1716/01/2017
Global Inflation-Linked Bond2.82-0.2120.787.413.169.5516/01/2017
Europe Equity Income3.293.3926.207.3111.8510.8416/01/2017
CHF Aggressive Allocation3.910.2826.447.225.8011.1516/01/2017
Eurozone Large-Cap Equity3.825.0930.507.2013.1813.1916/01/2017
GBP Government Bond-1.29-2.146.587.183.937.8016/01/2017
CHF Cautious Allocation3.37-0.3520.257.175.5111.5916/01/2017
UK Mid-Cap Equity1.572.9514.716.9916.4112.0716/01/2017
SGD Money Market3.51-1.7020.076.883.099.3016/01/2017
Europe Large-Cap Blend Equity3.483.4726.326.8311.7611.3116/01/2017
Global Bond - CHF Hedged2.64-0.8220.806.676.3813.9416/01/2017
GBP Flexible Allocation1.851.9421.056.656.767.9316/01/2017
UK Equity Income2.003.0917.456.6211.989.7516/01/2017
EUR Aggressive Allocation3.822.2724.276.608.8910.2616/01/2017
Canada Equity3.174.8954.006.534.6113.0613/01/2017
Europe High Yield Bond3.39-0.2225.196.4910.008.8016/01/2017
UK Small-Cap Equity2.476.0614.236.4216.0811.7216/01/2017
AUD Money Market5.77-0.6130.646.400.3211.6616/01/2017
CHF Bond - Short Term3.03-1.5215.946.393.3212.4716/01/2017
Korea Equity6.20-2.6422.316.334.0715.1216/01/2017
Commodities - Precious Metals6.98-1.0233.026.30-2.6222.2216/01/2017
SEK Moderate Allocation4.001.4426.986.297.718.3516/01/2017
Target Date 2016 - 20202.98-0.4821.716.287.038.7016/01/2017
Europe Large-Cap Value Equity3.857.1331.886.2612.1612.0516/01/2017
Africa & Middle East Equity3.038.0934.776.2410.6416.5916/01/2017
UK Large-Cap Growth Equity2.243.8218.996.2210.4810.3916/01/2017
EUR Moderate Allocation - Global3.51-0.0923.676.146.689.0416/01/2017
CHF Money Market2.93-1.3816.226.133.3812.4416/01/2017
EUR High Yield Bond3.51-0.7727.036.129.059.6616/01/2017
GBP Corporate Bond-0.19-0.238.566.107.025.6116/01/2017
GBP Moderate Allocation1.462.3215.246.067.406.1516/01/2017
GBP Diversified Bond-0.16-0.428.016.015.195.7416/01/2017
Russia Equity4.0918.14106.065.933.5827.5516/01/2017
EUR Moderate Allocation3.29-0.0722.375.877.149.3016/01/2017
EMEA Equity3.766.7659.615.836.7017.1016/01/2017
NOK Moderate Allocation4.090.6935.035.836.3310.5416/01/2017
UK Large-Cap Blend Equity2.664.3523.805.7810.7010.3416/01/2017
Global Inflation-Linked Bond - EUR Hedged3.24-3.7521.885.763.4011.2616/01/2017
Europe Bond2.28-3.4616.905.766.189.2016/01/2017
EUR Government Bond2.23-4.6216.245.645.3410.0916/01/2017
EUR Flexible Allocation - Global3.650.5424.195.545.779.8416/01/2017
UK Large-Cap Value Equity2.377.4827.875.5112.669.7616/01/2017
Global Emerging Markets Bond - Local Currency3.08-3.3932.665.512.0214.1516/01/2017
Property - Direct UK0.121.95-1.935.415.404.7716/01/2017
UK Flex-Cap Equity2.584.7620.635.4012.4611.0416/01/2017
Global Emerging Markets Corporate Bond - EUR Biased3.97-3.3926.465.386.3311.0216/01/2017
GBP High Yield Bond0.942.5214.735.259.105.1016/01/2017
DKK Bond3.07-2.5120.175.244.3610.7016/01/2017
EUR Diversified Bond2.59-3.9817.365.235.449.6416/01/2017
Global Bond - EUR Biased2.81-2.9518.595.234.739.3616/01/2017
Global Emerging Markets Bond - EUR Biased4.24-4.2628.625.235.0112.4416/01/2017
EUR Corporate Bond2.84-3.3120.265.206.399.4416/01/2017
Emerging Europe Bond2.70-4.3120.495.015.5611.0416/01/2017
GBP Cautious Allocation0.800.8610.424.965.784.4016/01/2017
Global High Yield Bond - EUR Hedged3.81-0.8329.874.937.3010.0816/01/2017
Convertible Bond - Europe3.290.2120.144.817.658.7816/01/2017
Global Corporate Bond - EUR Hedged3.37-4.1820.524.775.2410.1516/01/2017
SEK Flexible Allocation3.96-0.4919.284.764.819.6616/01/2017
GBP Flexible Bond0.120.277.464.736.284.8316/01/2017
DKK Domestic Bond2.90-2.7718.644.623.779.7116/01/2017
EUR Cautious Allocation - Global3.20-1.7119.964.624.928.8216/01/2017
CAD Money Market4.441.1631.104.600.349.6816/01/2017
EUR Cautious Allocation3.14-1.6519.454.405.388.6616/01/2017
Sector Equity Natural Resources7.8513.89104.034.37-2.3621.7216/01/2017
EUR Inflation-Linked Bond2.27-2.9318.114.354.139.3216/01/2017
EUR Flexible Bond3.07-2.4119.784.295.159.2716/01/2017
Global Inflation-Linked Bond - GBP Hedged0.42-1.096.634.292.705.0516/01/2017
Target Date 2011 - 20153.26-1.0117.724.285.849.2016/01/2017
Sector Equity Alternative Energy4.30-0.6628.044.229.0315.0016/01/2017
Emerging Europe ex-Russia Equity4.752.0432.734.156.9214.5416/01/2017
Convertible Bond - Global, EUR Hedged3.76-0.6620.344.107.089.1016/01/2017
Global High Yield Bond - GBP Hedged1.022.2615.004.057.195.4816/01/2017
EUR Flexible Allocation3.630.6021.834.045.7810.0616/01/2017
Global Flexible Bond - EUR Hedged3.34-2.5120.203.975.049.6016/01/2017
Austria Equity4.637.9938.483.919.8015.8616/01/2017
Global Corporate Bond - GBP Hedged0.46-1.335.933.894.763.5416/01/2017
Global Flexible Bond - GBP Hedged0.600.386.633.566.133.5916/01/2017
Italy Equity4.248.3914.643.2711.5716.7816/01/2017
Global Bond - GBP Hedged-0.06-0.425.243.183.823.7216/01/2017
Latin America Equity6.03-3.5867.832.93-1.9324.9116/01/2017
Convertible Bond - Global, GBP Hedged1.012.166.212.926.446.1816/01/2017
Global Bond - EUR Hedged2.85-3.3117.912.883.6610.2316/01/2017
Emerging Europe Equity3.049.6064.932.833.6119.1716/01/2017
EUR Diversified Bond - Short Term2.96-2.6515.602.612.869.0416/01/2017
Spain Equity3.765.7230.232.5810.3714.4216/01/2017
EUR Corporate Bond - Short Term2.97-2.5916.112.573.749.0216/01/2017
NOK Bond3.91-2.7824.982.481.0611.0616/01/2017
Brazil Equity10.51-3.28104.952.47-5.9934.6416/01/2017
SEK Bond3.65-1.7715.362.402.149.5216/01/2017
SEK Cautious Allocation3.980.3218.712.333.678.0816/01/2017
EUR Government Bond - Short Term2.86-2.6614.742.292.449.0916/01/2017
PLN Bond2.78-5.9414.992.104.6911.7816/01/2017
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
Global Bond - NOK Hedged2.73-1.4330.652.072.8712.1616/01/2017
EUR Ultra Short-Term Bond2.96-2.6114.931.921.789.1116/01/2017
EUR Money Market2.97-2.6114.731.891.449.1316/01/2017
EUR Money Market - Short Term2.97-2.6614.591.781.279.1516/01/2017
NOK Bond - Short Term3.63-2.2825.611.150.2311.1316/01/2017
Global Bond - GBP Biased0.270.073.781.122.713.0416/01/2017
Commodities - Industrial & Broad Metals48.3319.5257.110.85-0.2419.2424/11/2016
GBP Money Market0.22-0.011.660.80-0.450.6516/01/2017
SEK Corporate Bond4.01-0.1316.650.592.348.9016/01/2017
GBP Diversified Bond - Short Term0.010.110.610.580.840.6716/01/2017
Poland Equity6.444.8938.010.326.8418.1716/01/2017
GBP Money Market - Short Term0.000.040.270.260.260.0716/01/2017
Property - Direct Europe3.10-1.8815.690.250.6310.6016/01/2017
Turkey Equity-1.62-14.287.65-0.160.8626.3416/01/2017
SEK Bond - Short Term3.86-0.6214.02-0.310.968.8916/01/2017
NOK High Yield Bond4.700.1830.20-0.311.8313.4216/01/2017
Sector Equity Energy2.258.1167.44-0.35-0.3520.3916/01/2017
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
SEK Money Market3.88-0.4813.51-0.660.548.8616/01/2017
Property - Direct Global2.53-3.1415.25-0.89-3.2510.3816/01/2017
Commodities - Broad Agriculture5.474.8921.05-2.69-4.7814.9516/01/2017
TRY Bond-4.87-19.43-0.36-2.91-3.5117.5016/01/2017
Africa Equity3.57-1.6729.41-4.020.9115.8916/01/2017
Commodities - Broad Basket4.161.5436.11-6.68-7.2515.6816/01/2017
Commodities - Grains12.744.3214.51-7.71-3.0526.5524/11/2016
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-0.428.10---22.3004/01/2017
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 Equity4.058.7626.59--27.7716/01/2017
Guaranteed Funds-------
High Yield Bond - Other Hedged-------
Islamic Allocation - Other-------
Islamic Equity - Other-------
Israel Large/Mid-Cap Equity-0.692.47---12.2205/01/2017
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)