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
Brazil Equity8.9916.6012.2938.775.9634.4816/01/2019
Russia Equity6.602.06-0.4127.943.9817.3716/01/2019
BRIC Equity4.677.47-4.4225.1210.6216.6016/01/2019
Latin America Equity8.588.601.6723.924.4923.9216/01/2019
Norway Equity5.55-8.79-4.3021.307.9115.5916/01/2019
Thailand Equity3.26-0.59-3.1820.8712.4114.6316/01/2019
Sector Equity Technology3.670.12-3.6320.3814.3116.3216/01/2019
Sector Equity Precious Metals0.143.44-12.0719.694.2337.6516/01/2019
Sector Equity Natural Resources4.37-6.44-13.5519.060.7819.6016/01/2019
Emerging Europe Equity4.322.91-9.1018.972.0615.3716/01/2019
US Small-Cap Equity6.24-4.64-1.5117.6510.2915.1216/01/2019
US Large-Cap Growth Equity4.79-2.514.1817.4113.5213.0116/01/2019
Hong Kong Equity2.987.41-8.8317.0110.4615.8716/01/2019
Global Emerging Markets Equity3.535.71-10.4216.897.0414.9016/01/2019
Japan Small/Mid-Cap Equity2.96-7.33-14.8416.7213.3516.3516/01/2019
Sector Equity Industrial Materials3.31-4.53-12.0116.466.3414.1916/01/2019
Pacific ex-Japan Equity4.256.18-3.1416.437.8713.2216/01/2019
Switzerland Small/Mid-Cap Equity5.39-4.84-11.8816.4212.4213.3116/01/2019
Greater China Equity2.814.56-14.2816.229.7616.9616/01/2019
Singapore Equity5.1211.06-0.8116.217.7014.1216/01/2019
China Equity3.595.17-15.5316.169.5617.5916/01/2019
South Africa & Namibia Equity5.227.20-12.7316.134.3120.1416/01/2019
Asia-Pacific ex-Japan Equity2.494.77-8.4616.039.2514.4116/01/2019
US Flex-Cap Equity4.67-3.350.5715.9811.4913.1116/01/2019
Taiwan Large-Cap Equity-0.221.61-7.8215.988.9516.4216/01/2019
Austria Equity6.38-7.04-18.5215.774.4916.2816/01/2019
US Large-Cap Blend Equity3.81-2.73-0.0215.5812.1511.8916/01/2019
Asia-Pacific ex-Japan Equity Income2.555.43-4.6615.398.7513.0116/01/2019
Asia ex Japan Equity2.255.63-12.3315.359.4414.8816/01/2019
Commodities - Precious Metals0.006.966.1715.223.3419.9716/01/2019
US Mid-Cap Equity5.65-3.80-2.9114.8910.8213.3916/01/2019
US Large-Cap Value Equity3.86-2.63-1.4614.6711.0212.0516/01/2019
Sweden Small/Mid-Cap Equity2.69-1.15-4.9014.5011.3813.7816/01/2019
Nordic Small/Mid-Cap Equity3.71-4.72-11.3014.429.1513.4516/01/2019
Finland Equity5.07-2.18-4.9714.158.9712.7116/01/2019
Property - Indirect Asia3.5211.972.8514.108.6112.9516/01/2019
Global Large-Cap Growth Equity3.91-1.20-3.7313.969.7311.8216/01/2019
Global Small-Cap Equity4.87-3.50-6.4313.958.6911.9616/01/2019
Australia & New Zealand Equity4.531.25-6.0413.845.1814.6216/01/2019
Vietnam Equity-0.10-2.80-12.3113.4214.3115.5316/01/2019
India Equity-2.978.52-9.2713.4115.3319.6316/01/2019
Asia-Pacific inc. Japan Equity2.991.36-10.1513.298.6013.1816/01/2019
ASEAN Equity3.928.25-4.8213.287.0213.5816/01/2019
Sector Equity Infrastructure3.294.61-0.0713.209.1413.7716/01/2019
Sector Equity Financial Services4.78-1.26-10.3113.046.3415.2616/01/2019
Emerging Europe ex-Russia Equity0.462.47-11.2213.034.4015.8716/01/2019
Sector Equity Water3.840.08-6.8012.937.1211.2616/01/2019
Sector Equity Energy7.06-10.05-8.6012.90-3.0317.5416/01/2019
Global Large-Cap Value Equity3.82-2.39-6.8912.428.0211.1316/01/2019
Poland Equity1.331.04-17.4712.401.4718.9816/01/2019
Global Large-Cap Blend Equity3.48-1.92-5.6312.278.0310.9616/01/2019
Africa & Middle East Equity2.946.233.1512.213.7812.9216/01/2019
Global Emerging Markets Small/Mid-Cap Equity2.346.12-13.6712.156.3314.5416/01/2019
Global Emerging Markets Allocation2.334.24-6.2712.145.0312.2316/01/2019
Japan Flex-Cap Equity2.76-7.07-15.4412.019.7915.0916/01/2019
Eurozone Small-Cap Equity2.74-4.45-15.7711.947.1913.8816/01/2019
Europe High Yield Bond-1.32-0.717.2811.946.739.0627/04/2018
Netherlands Equity3.67-4.89-16.9411.838.0912.0616/01/2019
Sector Equity Agriculture4.38-2.93-5.3911.795.2111.9616/01/2019
Sweden Equity2.30-2.75-9.4211.715.8311.9316/01/2019
Global Flex-Cap Equity3.81-2.28-8.2111.697.1512.2516/01/2019
Sector Equity Utilities1.245.419.2211.579.4315.2516/01/2019
Global Equity Income2.57-0.88-4.8811.477.8110.3316/01/2019
Europe Small-Cap Equity3.80-6.27-16.1211.417.7213.1616/01/2019
Target Date 2046+2.76-1.22-5.2611.326.7410.4216/01/2019
Target Date 2036 - 20402.68-1.18-6.6511.316.599.6216/01/2019
NOK High Yield Bond0.80-3.420.3411.28-0.2611.1816/01/2019
Sector Equity Consumer Goods & Services2.61-0.96-4.9211.217.9912.9416/01/2019
Sector Equity Ecology3.89-0.95-8.8411.196.5211.9416/01/2019
Islamic Global Equity2.29-2.57-5.2311.186.7810.6916/01/2019
Switzerland Large-Cap Equity4.270.97-5.5011.107.2910.5816/01/2019
France Large-Cap Equity0.98-4.89-11.6511.085.4912.1116/01/2019
Japan Large-Cap Equity2.95-4.84-12.1011.018.5812.9616/01/2019
Denmark Equity3.46-1.83-8.7311.0012.1913.1316/01/2019
Target Date 2041 - 20452.62-1.11-5.5710.986.5410.0716/01/2019
Indonesia Equity4.9621.46-1.4610.926.9319.9516/01/2019
Sector Equity Private Equity3.100.05-1.3110.804.6112.1316/01/2019
USD Aggressive Allocation2.230.19-1.8810.727.0010.3316/01/2019
Sector Equity Healthcare4.22-0.455.1910.7011.0813.9816/01/2019
Nordic Equity3.40-1.48-7.9510.636.2211.3316/01/2019
Europe ex-UK Small/Mid-Cap Equity3.72-5.42-14.7610.597.9012.5916/01/2019
USD High Yield Bond2.071.586.3510.527.469.3316/01/2019
Global High Yield Bond1.591.645.1610.497.839.2016/01/2019
Global Frontier Markets Equity1.993.02-14.9110.443.9411.4216/01/2019
Canada Equity6.84-2.56-5.9210.340.7512.9216/01/2019
Europe Mid-Cap Equity4.46-4.76-12.9110.346.9212.0416/01/2019
Global Emerging Markets Bond - Local Currency1.816.95-1.8010.333.5913.5016/01/2019
Asia Allocation1.584.46-2.9210.257.7111.2316/01/2019
Property - Indirect Eurozone-7.78-9.86-7.5610.1011.4512.9027/12/2018
Eurozone Mid-Cap Equity4.07-5.41-18.1610.107.6113.2916/01/2019
Target Date 2031 - 20351.87-0.78-5.2810.055.909.3416/01/2019
Global High Yield Bond - EUR Hedged1.06-0.76-4.099.863.239.2616/01/2019
Spain Equity3.29-0.34-9.809.821.5214.3816/01/2019
Global Emerging Markets Bond1.214.352.039.697.7110.9816/01/2019
Global Emerging Markets Corporate Bond0.593.894.359.588.5610.1716/01/2019
Target Date 2026 - 20301.74-0.99-5.919.565.548.9516/01/2019
Eurozone Flex-Cap Equity2.82-1.85-10.729.555.1612.9416/01/2019
Greece Equity2.050.71-19.559.50-21.7516/01/2019
Asia ex-Japan Small/Mid-Cap Equity1.476.05-12.799.506.6514.4916/01/2019
GBP Adventurous Allocation2.94-1.13-6.519.385.919.3716/01/2019
Property - Indirect Global3.895.184.339.278.9812.2416/01/2019
EUR High Yield Bond-0.06-1.28-3.749.244.189.0016/01/2019
Europe ex-UK Large-Cap Equity2.30-3.75-12.649.205.4011.5416/01/2019
Germany Small/Mid-Cap Equity2.71-5.04-16.019.184.4013.9716/01/2019
EUR Aggressive Allocation - Global2.20-1.58-7.849.144.9710.1616/01/2019
NOK Moderate Allocation2.48-2.97-5.729.092.9710.3516/01/2019
Eurozone Large-Cap Equity2.08-4.43-14.158.993.9512.3016/01/2019
Islamic Global Bond0.2810.093.108.918.2011.4716/01/2019
Global Emerging Markets Bond - EUR Biased0.712.01-6.668.803.3711.8416/01/2019
USD Moderate Allocation1.501.281.138.787.169.3616/01/2019
Europe Large-Cap Value Equity3.11-3.85-13.468.743.3911.6816/01/2019
UK Small-Cap Equity3.36-5.37-10.388.646.6313.5816/01/2019
EUR Aggressive Allocation1.30-1.99-8.998.634.8210.2616/01/2019
Asia High Yield Bond0.383.573.418.639.5610.0916/01/2019
Property - Indirect Europe3.691.61-3.248.629.3112.1816/01/2019
Global Bond - ILS0.892.25-0.868.627.209.9916/01/2019
Sector Equity Alternative Energy3.952.78-9.988.561.8114.1716/01/2019
Sector Equity Biotechnology14.320.822.518.529.8421.1716/01/2019
Global Emerging Markets Corporate Bond - EUR Biased-0.021.35-5.318.503.3610.3216/01/2019
Property - Indirect Switzerland-0.190.900.098.508.7511.7728/12/2018
Germany Large-Cap Equity2.95-6.12-20.278.363.2814.2816/01/2019
Europe Equity Income2.55-2.38-10.568.294.5110.6016/01/2019
USD Flexible Allocation1.160.780.448.196.7410.2016/01/2019
Europe Flex-Cap Equity3.60-3.93-13.898.114.4012.0416/01/2019
Europe Large-Cap Blend Equity2.54-3.60-12.288.053.8710.7416/01/2019
Commodities - Broad Basket2.50-5.77-7.678.00-6.0813.7216/01/2019
Europe Large-Cap Growth Equity2.48-3.82-10.877.995.5111.0916/01/2019
RMB Bond1.326.705.617.966.799.0416/01/2019
EUR Bond - Long Term-0.884.673.437.958.1215.1716/01/2019
UK Large-Cap Equity2.94-1.87-8.567.863.689.8016/01/2019
Global Bond - NOK Hedged1.03-0.52-1.017.771.3121.9716/01/2019
USD Flexible Bond0.393.086.277.747.099.7316/01/2019
Asia Bond - Local Currency0.098.474.477.736.7310.7216/01/2019
Africa Equity1.281.70-12.507.73-3.0015.3416/01/2019
Global High Yield Bond - CHF Hedged0.890.850.347.724.2410.7916/01/2019
DKK Bond-0.961.900.597.714.118.9516/01/2019
NOK Cautious Allocation1.62-2.23-4.427.621.8310.3116/01/2019
JPY Bond0.207.8710.567.535.8816.0816/01/2019
Global Flexible Bond-0.061.251.537.496.619.4216/01/2019
EUR Moderate Allocation - Global0.95-0.65-6.227.433.818.9716/01/2019
GBP Moderately Adventurous Allocation2.37-1.05-5.447.414.977.6516/01/2019
DKK Domestic Bond-1.041.800.637.283.678.8616/01/2019
Global Flexible Bond - USD Hedged0.082.946.127.217.169.1616/01/2019
EUR Flexible Allocation - Global1.17-1.50-7.787.163.149.8516/01/2019
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
Target Date 2021 - 20250.65-1.08-5.767.153.938.4016/01/2019
UK Flex-Cap Equity3.99-2.84-9.757.143.7811.6016/01/2019
Asia Bond-0.094.475.177.097.6010.0216/01/2019
USD Cautious Allocation0.362.653.907.086.389.1216/01/2019
Global Inflation-Linked Bond - USD Hedged-0.463.347.107.048.3411.2716/01/2019
Global Flexible Bond - EUR Hedged-0.350.33-3.856.992.489.1016/01/2019
China Equity - A Shares4.114.86-22.466.9813.9220.3516/01/2019
NOK Bond - Short Term0.51-1.97-0.226.970.3010.7116/01/2019
EUR Moderate Allocation0.85-1.07-6.936.953.249.1716/01/2019
EUR Corporate Bond-1.100.46-2.066.933.449.0916/01/2019
Target Date 2016 - 2020-0.240.22-3.476.913.558.1616/01/2019
SEK Moderate Allocation0.02-0.26-7.186.893.249.0816/01/2019
Global Corporate Bond - USD Hedged-0.443.355.816.847.829.8616/01/2019
NOK Bond0.57-1.46-0.376.770.8910.8916/01/2019
Convertible Bond - Global0.83-0.30-2.736.704.938.4016/01/2019
Convertible Bond - Global, USD Hedged0.980.910.456.657.118.7116/01/2019
GBP Inflation-Linked Bond0.822.730.876.647.0310.6316/01/2019
Global Inflation-Linked Bond-0.113.313.996.633.779.4516/01/2019
Emerging Europe Bond-0.484.28-3.036.583.2310.6416/01/2019
Global Corporate Bond-0.352.473.166.556.339.1016/01/2019
CHF Moderate Allocation0.681.19-3.116.544.2810.1016/01/2019
UK Mid-Cap Equity5.42-3.07-11.306.535.3612.3116/01/2019
EUR Flexible Allocation0.86-1.75-8.876.512.5710.0416/01/2019
Property - Indirect North America3.844.649.076.459.6116.9216/01/2019
CHF Aggressive Allocation1.140.64-4.636.323.5710.3416/01/2019
RMB High Yield Bond0.734.604.146.316.659.2916/01/2019
Global Bond - USD Hedged-0.364.487.796.307.2510.2616/01/2019
USD Corporate Bond-0.493.524.866.257.2110.0616/01/2019
EUR Cautious Allocation-0.210.29-3.646.102.728.4116/01/2019
SEK Flexible Allocation-0.20-0.50-8.406.081.559.9616/01/2019
Global Inflation-Linked Bond - EUR Hedged-0.931.07-2.566.072.8510.6916/01/2019
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
Target Date 2011 - 2015-0.360.60-0.986.043.487.9016/01/2019
EUR Cautious Allocation - Global-0.030.12-4.586.042.678.5216/01/2019
EUR Flexible Bond-0.880.48-2.726.002.108.9616/01/2019
Global Corporate Bond - EUR Hedged-0.870.82-4.315.962.569.7416/01/2019
Convertible Bond - Global, EUR Hedged0.67-1.34-7.705.912.218.5716/01/2019
Europe Bond-0.912.23-0.565.893.849.0516/01/2019
Global High Yield Bond - GBP Hedged2.42-1.45-2.435.862.884.0216/01/2019
Convertible Bond - Europe0.01-1.78-7.855.822.388.4016/01/2019
Italy Equity4.88-3.13-18.915.762.4317.7616/01/2019
EUR Diversified Bond-1.111.61-1.255.753.109.1416/01/2019
EUR Inflation-Linked Bond-1.111.09-1.955.712.539.2916/01/2019
Global Flexible Bond - CHF Hedged-0.412.190.475.573.4010.7916/01/2019
EUR Government Bond-1.102.830.185.533.559.7016/01/2019
Global Bond - EUR Biased-0.931.65-1.325.462.858.9016/01/2019
GBP Moderate Allocation1.87-0.77-4.705.453.885.8516/01/2019
GBP Flexible Allocation2.05-1.23-6.135.443.616.6316/01/2019
UK Equity Income3.08-2.23-8.965.353.929.7916/01/2019
Korea Equity0.562.24-15.275.353.8317.1916/01/2019
Sector Equity Communications3.540.84-4.225.334.5713.1716/01/2019
RMB Bond - Onshore1.377.727.865.316.739.3216/01/2019
EUR Corporate Bond - Short Term-1.300.22-1.935.301.708.3516/01/2019
Global Bond-0.263.623.065.254.719.8016/01/2019
Global Bond - EUR Hedged-0.931.62-2.745.231.869.7016/01/2019
USD Diversified Bond-0.524.466.585.116.7510.1116/01/2019
GBP High Yield Bond1.34-1.88-2.935.113.614.5616/01/2019
Convertible Bond - Global, CHF Hedged0.300.22-3.264.943.6810.4816/01/2019
Property - Direct Europe-1.130.49-0.294.911.3310.1016/01/2019
EUR Diversified Bond - Short Term-1.280.81-1.474.881.508.4016/01/2019
USD Diversified Bond - Short Term-0.783.068.454.865.629.5316/01/2019
EUR Ultra Short-Term Bond-1.310.76-1.004.761.238.2616/01/2019
EUR Money Market-1.310.95-0.664.711.158.2416/01/2019
USD Money Market - Short Term-0.923.269.004.705.599.3916/01/2019
USD Inflation-Linked Bond-0.603.376.024.634.5510.6316/01/2019
Global Corporate Bond - CHF Hedged-1.102.500.124.604.4511.5816/01/2019
Global Bond - CHF Hedged-0.863.592.534.593.8311.5016/01/2019
HKD Bond-0.724.057.874.586.299.9016/01/2019
USD Money Market-0.873.248.844.575.439.3516/01/2019
EUR Government Bond - Short Term-1.241.36-0.744.541.298.8316/01/2019
EUR Money Market - Short Term-1.310.96-0.824.541.008.3016/01/2019
Global Bond - CHF Biased-0.722.75-0.044.463.2811.1616/01/2019
Global Bond - USD Biased-0.403.112.834.366.329.9216/01/2019
France Small/Mid-Cap Equity3.43-12.54-27.664.342.1814.5416/01/2019
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
Global Bond - GBP Biased1.460.19-3.644.122.484.1314/01/2019
USD Government Bond-0.885.157.074.045.4810.8916/01/2019
GBP Moderately Cautious Allocation1.21-0.15-3.184.033.244.1416/01/2019
Property - Direct Global-1.320.54-0.634.01-0.609.5916/01/2019
SEK Cautious Allocation-1.170.93-7.153.950.968.9216/01/2019
CHF Cautious Allocation-0.291.79-1.993.942.9810.1616/01/2019
GBP Cautious Allocation0.910.07-2.253.813.453.6116/01/2019
GBP Corporate Bond0.220.29-2.053.804.295.2616/01/2019
CHF Bond-1.283.563.853.563.7211.4516/01/2019
AUD Bond-4.89-3.44-3.813.50-1.0312.6127/04/2018
GBP Diversified Bond0.120.71-1.203.494.445.2616/01/2019
GBP Flexible Bond0.47-0.19-1.963.403.674.1216/01/2019
SEK Corporate Bond-2.110.94-4.953.22-0.849.5616/01/2019
GBP Government Bond0.012.910.753.184.897.3716/01/2019
Global Flexible Bond - GBP Hedged0.96-0.37-2.443.082.443.1116/01/2019
CHF Money Market-1.462.433.183.052.3910.3616/01/2019
Property - Direct UK0.06-0.153.463.015.393.6216/01/2019
SEK Bond-2.332.34-3.292.990.369.9716/01/2019
Commodities - Energy3.98-30.26-13.042.96-9.5620.5403/01/2019
AUD Money Market-4.86-3.63-4.162.90-2.7412.3227/04/2018
CHF Bond - Short Term-1.472.643.042.872.4810.5016/01/2019
Global Inflation-Linked Bond - GBP Hedged0.460.60-0.872.552.544.0716/01/2019
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
Global Corporate Bond - GBP Hedged0.430.26-2.221.922.383.0316/01/2019
Global Bond - GBP Hedged0.581.18-1.391.862.153.1916/01/2019
SEK Bond - Short Term-2.491.21-5.091.73-1.819.4216/01/2019
Convertible Bond - Global, GBP Hedged1.99-2.25-7.721.671.615.6516/01/2019
CAD Money Market-4.28-1.29-0.271.58-1.9210.3527/04/2018
SEK Ultra Short-Term Bond-2.471.28-4.941.57-1.999.4216/01/2019
CAD Bond-5.50-1.93-2.591.44-0.2410.7427/04/2018
Commodities - Industrial & Broad Metals48.3319.5257.110.85-0.2417.2024/11/2016
GBP Diversified Bond - Short Term0.000.180.210.310.440.9016/01/2019
GBP Money Market - Short Term0.010.140.410.270.260.0516/01/2019
Property - Direct Other-1.001.64-3.610.26-2.9715.2616/01/2019
GBP Money Market0.020.120.340.220.230.0716/01/2019
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
Commodities - Broad Agriculture0.16-3.19-7.29-2.66-6.8213.0916/01/2019
Turkey Equity0.083.75-33.17-4.69-4.6231.0116/01/2019
TRY Bond-8.53-5.41-14.57-5.57-9.8118.0627/04/2018
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-12.903.03-13.80---27/12/2018
Commodities - Other-------
Convertible Bond - Other-------
Fixed Term Bond-------
Greater China Allocation1.915.35-5.82--12.5316/01/2019
Guaranteed Funds-------
Islamic Allocation - Other-------
Islamic Equity - Other-------
Israel Large/Mid-Cap Equity2.41-8.67-4.69--13.3007/01/2019
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 Equity-------
Other Europe Equity-------
Other Inflation-Linked Bond-------
Property - Indirect 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)