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
Sector Equity Technology14.724.310.4322.5817.0615.7421/05/2019
BRIC Equity8.071.361.5721.1911.1915.3121/05/2019
Russia Equity16.067.2911.6221.018.7917.2521/05/2019
Brazil Equity1.62-6.9112.5820.643.0632.9321/05/2019
US Large-Cap Growth Equity17.416.8312.5620.3917.4612.8221/05/2019
Sector Equity Private Equity18.416.728.0218.1612.2111.7421/05/2019
Greater China Equity8.37-0.67-10.1117.6612.2315.7921/05/2019
Hong Kong Equity6.57-2.18-7.4617.5912.0614.6221/05/2019
China Equity8.35-1.62-12.0417.4612.3716.2521/05/2019
US Small-Cap Equity15.121.082.5617.4513.9815.0621/05/2019
Norway Equity10.713.97-4.0417.398.1714.9821/05/2019
US Flex-Cap Equity15.384.638.1917.3814.4712.9521/05/2019
US Large-Cap Blend Equity14.394.999.7316.9914.9511.7521/05/2019
Thailand Equity6.01-1.21-0.8516.8311.3614.4221/05/2019
Austria Equity9.771.33-12.0816.127.6916.0321/05/2019
Global Large-Cap Growth Equity14.204.994.6115.7912.5411.6221/05/2019
Taiwan Large-Cap Equity4.490.99-6.1615.729.8915.8021/05/2019
Switzerland Small/Mid-Cap Equity14.505.03-3.3115.6913.9513.0421/05/2019
Pacific ex-Japan Equity12.454.323.5715.468.8712.1421/05/2019
Asia ex-Japan Equity5.69-0.78-7.4715.1910.0014.1421/05/2019
Asia-Pacific ex-Japan Equity6.540.30-3.9215.189.9313.6821/05/2019
Sector Equity Financial Services12.805.13-2.0415.099.3814.7021/05/2019
Greater China Allocation8.020.90-0.3914.99-11.9421/05/2019
India Equity2.8510.744.1414.9613.6319.7721/05/2019
Sector Equity Industrial Materials13.322.66-2.4614.958.6213.6021/05/2019
Netherlands Equity15.825.05-3.7614.8611.9112.4921/05/2019
US Mid-Cap Equity15.632.655.0114.8113.9013.2321/05/2019
France Large-Cap Equity12.705.16-2.7214.617.6312.1821/05/2019
Emerging Europe Equity8.952.573.8914.604.6914.7621/05/2019
Property - Indirect Asia11.634.299.2414.4411.0912.9821/05/2019
Global Emerging Markets Equity4.92-1.28-4.9414.246.9914.1721/05/2019
US Large-Cap Value Equity11.432.736.6214.2112.7211.8921/05/2019
Finland Equity10.053.02-5.1714.179.9912.6521/05/2019
Asia-Pacific ex-Japan Equity Income7.150.630.0114.029.0412.2921/05/2019
Global Small-Cap Equity12.892.56-1.0913.7911.2011.7021/05/2019
Latin America Equity2.61-5.464.8313.752.7023.3921/05/2019
Sector Equity Consumer Goods & Services13.505.796.6013.5210.3112.8921/05/2019
Global Large-Cap Blend Equity11.663.542.6813.4010.1610.7321/05/2019
Switzerland Large-Cap Equity13.246.456.1613.228.8510.4821/05/2019
Sweden Small/Mid-Cap Equity13.119.094.9213.1012.7612.7321/05/2019
Singapore Equity4.82-0.30-3.5312.936.7113.1721/05/2019
Sector Equity Ecology13.913.590.4512.839.2811.7021/05/2019
Asia-Pacific inc. Japan Equity6.18-0.10-5.9512.8210.0512.5521/05/2019
Nordic Small/Mid-Cap Equity10.286.15-4.8012.809.6313.1421/05/2019
Vietnam Equity5.321.11-5.1212.6314.9015.6221/05/2019
Sector Equity Water12.832.424.3312.5910.3911.1421/05/2019
Eurozone Small-Cap Equity8.832.91-10.7112.589.1414.0021/05/2019
Sector Equity Utilities10.344.8320.2812.519.9214.9421/05/2019
Japan Small/Mid-Cap Equity3.70-1.97-15.5412.3316.3115.9821/05/2019
Eurozone Mid-Cap Equity11.594.29-8.0512.338.4013.1721/05/2019
Global Flex-Cap Equity10.712.61-1.0212.319.3911.9021/05/2019
Australia & New Zealand Equity12.395.622.7612.246.3613.6421/05/2019
Europe Small-Cap Equity11.865.36-8.8512.179.8813.1221/05/2019
Europe High Yield Bond-1.32-0.717.2811.946.739.0627/04/2018
Target Date 2046+9.502.931.4311.898.579.9921/05/2019
Sector Equity Infrastructure10.143.269.9011.879.2913.4421/05/2019
China Equity - A Shares19.025.45-8.4611.8019.2717.8021/05/2019
Global Large-Cap Value Equity8.210.62-1.3311.788.9310.8921/05/2019
Global Equity Income10.163.434.2711.789.1710.1421/05/2019
Sector Equity Healthcare5.94-0.116.2011.7511.9313.5421/05/2019
UK Small-Cap Equity13.967.87-3.9411.739.4213.5221/05/2019
USD Aggressive Allocation8.763.703.5511.579.2010.2721/05/2019
Sector Equity Agriculture10.362.882.3211.566.7811.6021/05/2019
Target Date 2041 - 20459.032.790.9411.548.279.8021/05/2019
Europe ex-UK Small/Mid-Cap Equity11.493.98-7.0611.429.3212.4321/05/2019
Target Date 2036 - 20409.012.660.1411.408.019.2821/05/2019
Europe ex-UK Large-Cap Equity11.735.04-3.4111.397.5611.4321/05/2019
Sector Equity Biotechnology10.46-2.950.4811.3412.5619.1621/05/2019
Sector Equity Alternative Energy14.062.32-0.0911.246.0014.0421/05/2019
Eurozone Large-Cap Equity10.704.52-5.6911.126.1612.1221/05/2019
Japan Large-Cap Equity4.51-0.19-8.6411.0211.5812.6221/05/2019
Islamic Global Equity7.500.87-0.3011.008.2310.5821/05/2019
Africa & Middle East Equity6.623.093.6210.873.2511.9021/05/2019
Japan Flex-Cap Equity4.51-1.01-13.2210.8312.6514.5821/05/2019
Europe Large-Cap Growth Equity14.746.77-0.3810.738.3511.2121/05/2019
Europe Mid-Cap Equity12.734.66-6.4410.638.6611.9921/05/2019
Emerging Europe ex-Russia Equity-1.55-2.19-4.8110.554.5314.9021/05/2019
Italy Equity10.233.51-10.7910.553.5516.7421/05/2019
Germany Large-Cap Equity11.515.41-10.7810.515.8313.8321/05/2019
Commodities - Precious Metals0.09-3.155.9710.512.9218.3721/05/2019
GBP Adventurous Allocation9.712.63-0.0410.487.569.0121/05/2019
Target Date 2031 - 20356.932.490.3610.467.329.2121/05/2019
USD High Yield Bond6.924.239.6110.418.809.2921/05/2019
Global High Yield Bond6.474.339.0910.408.809.1821/05/2019
Sector Equity Natural Resources7.66-2.26-12.4810.381.0717.1821/05/2019
Property - Indirect Global15.166.6015.0510.3310.2712.5721/05/2019
Global Emerging Markets Allocation3.69-0.19-1.5710.205.2711.8121/05/2019
Eurozone Flex-Cap Equity9.833.99-3.8210.196.8612.6621/05/2019
Greece Equity13.185.91-3.8010.14-19.9121/05/2019
Israel Large/Mid-Cap Equity10.172.156.1610.08-13.4921/05/2019
Spain Equity3.90-0.85-9.259.993.2813.7721/05/2019
Germany Small/Mid-Cap Equity9.043.59-9.779.996.8313.9121/05/2019
Denmark Equity11.966.29-1.959.9812.3013.2821/05/2019
EUR Aggressive Allocation - Global7.252.17-1.419.966.599.8621/05/2019
Sweden Equity7.413.83-3.159.956.6211.3221/05/2019
South Africa & Namibia Equity4.870.60-8.479.922.6919.7221/05/2019
Asia Allocation5.121.301.629.857.9511.0021/05/2019
Europe Large-Cap Blend Equity11.554.57-3.259.795.9510.6721/05/2019
ASEAN Equity1.92-3.32-4.329.725.4113.2821/05/2019
USD Moderate Allocation6.613.475.689.708.769.3021/05/2019
EUR Aggressive Allocation6.192.73-2.909.606.0110.1021/05/2019
Global Emerging Markets Small/Mid-Cap Equity3.72-1.05-9.339.596.2814.1021/05/2019
Global Emerging Markets Corporate Bond5.914.6911.239.599.5310.1121/05/2019
Canada Equity16.204.284.479.583.9712.7821/05/2019
Target Date 2026 - 20306.832.640.539.576.768.6621/05/2019
Poland Equity-2.20-2.78-10.089.441.4017.2221/05/2019
Nordic Equity9.053.40-2.809.447.2511.0521/05/2019
Asia High Yield Bond7.045.1510.539.4311.3010.1321/05/2019
Global Bond - ILS5.903.866.899.348.359.9021/05/2019
Europe Large-Cap Value Equity8.491.88-7.589.244.5311.4321/05/2019
Europe Flex-Cap Equity10.102.70-6.669.096.2811.8321/05/2019
USD Flexible Allocation6.763.093.999.067.9810.0921/05/2019
Property - Indirect Eurozone6.280.940.279.0311.1512.7309/05/2019
Property - Indirect North America15.295.8322.138.9611.4516.9021/05/2019
Global Emerging Markets Bond5.303.469.068.948.2110.8521/05/2019
UK Large-Cap Equity11.933.76-3.238.925.619.8221/05/2019
Asia ex-Japan Small/Mid-Cap Equity3.94-0.76-9.708.917.0214.2221/05/2019
NOK High Yield Bond1.582.550.148.89-0.8510.8321/05/2019
Europe Equity Income8.692.95-3.258.845.2910.5421/05/2019
Property - Indirect Europe11.615.763.238.759.8712.1621/05/2019
Convertible Bond - Global, USD Hedged6.163.603.478.638.588.6621/05/2019
USD Flexible Bond4.344.119.218.448.129.5521/05/2019
UK Flex-Cap Equity13.214.62-4.938.446.4011.7821/05/2019
EUR High Yield Bond2.582.931.028.394.708.6421/05/2019
GBP Moderately Adventurous Allocation8.472.480.458.356.477.4721/05/2019
Global High Yield Bond - EUR Hedged3.372.421.568.343.608.8421/05/2019
Global Flexible Bond - USD Hedged4.284.439.398.328.519.2921/05/2019
Global Corporate Bond - USD Hedged5.045.1911.218.159.079.8321/05/2019
UK Mid-Cap Equity15.144.91-6.288.118.3512.7921/05/2019
Islamic Global Bond2.171.788.417.947.6211.1121/05/2019
USD Cautious Allocation4.303.596.627.917.559.0821/05/2019
Asia Bond4.944.5511.207.898.529.9221/05/2019
GBP Inflation-Linked Bond5.253.268.297.887.1611.0021/05/2019
Convertible Bond - Global4.502.620.647.886.538.3021/05/2019
Global Inflation-Linked Bond - USD Hedged2.664.058.577.858.7311.0821/05/2019
Sector Equity Energy12.150.71-9.957.77-3.1816.9021/05/2019
Global Frontier Markets Equity4.34-0.43-9.437.744.1010.8221/05/2019
Global Flexible Bond3.163.386.317.547.479.2421/05/2019
NOK Moderate Allocation5.902.43-1.497.543.3310.1421/05/2019
EUR Flexible Allocation - Global4.161.74-2.487.534.329.5821/05/2019
EUR Moderate Allocation - Global3.991.86-1.027.454.698.6821/05/2019
USD Corporate Bond4.905.1711.557.448.2510.0321/05/2019
CHF Aggressive Allocation4.572.521.677.424.5210.2221/05/2019
Global Emerging Markets Bond - Local Currency1.590.312.887.343.1613.1221/05/2019
Commodities - Energy20.758.41-10.137.32-9.2721.3609/05/2019
RMB Bond2.280.891.687.308.048.8821/05/2019
Global Corporate Bond4.324.298.797.267.259.0921/05/2019
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
EUR Moderate Allocation4.032.33-2.207.074.078.9421/05/2019
Target Date 2021 - 20253.512.22-0.457.064.418.1821/05/2019
Global High Yield Bond - CHF Hedged2.852.725.376.934.6110.4521/05/2019
Global Emerging Markets Corporate Bond - EUR Biased2.342.482.826.913.649.9321/05/2019
EUR Flexible Allocation3.942.15-4.066.883.439.9421/05/2019
Global Bond - USD Hedged2.613.669.456.858.1710.0121/05/2019
EUR Bond - Long Term3.144.538.776.827.9013.9421/05/2019
Convertible Bond - Europe3.142.85-3.646.783.538.1921/05/2019
Global Emerging Markets Bond - EUR Biased2.431.681.836.663.3611.3721/05/2019
Asia Bond - Local Currency0.480.846.006.656.5810.5421/05/2019
UK Equity Income10.372.62-4.386.655.339.9421/05/2019
DKK Bond-0.471.612.866.644.178.7221/05/2019
CHF Moderate Allocation2.581.982.156.504.819.8821/05/2019
Property - Indirect Switzerland4.813.008.766.469.1411.5409/05/2019
EUR Corporate Bond0.802.552.216.243.778.8621/05/2019
DKK Domestic Bond-0.621.582.486.233.748.6421/05/2019
Convertible Bond - Global, EUR Hedged3.051.42-3.496.153.048.1921/05/2019
USD Diversified Bond3.214.3310.426.157.579.9421/05/2019
Target Date 2016 - 20200.761.690.176.143.718.0121/05/2019
Global Bond - USD Biased2.953.237.416.086.769.6721/05/2019
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
Global Inflation-Linked Bond1.702.855.606.004.389.3221/05/2019
GBP Moderate Allocation6.361.700.465.994.805.7221/05/2019
USD Diversified Bond - Short Term1.193.107.625.946.689.3121/05/2019
Global Flexible Bond - EUR Hedged0.852.120.825.882.778.8621/05/2019
GBP Flexible Allocation6.551.57-0.725.834.676.2421/05/2019
EUR Cautious Allocation - Global1.661.74-0.565.833.378.3421/05/2019
EUR Cautious Allocation1.502.04-0.225.773.148.2421/05/2019
Sector Equity Communications12.616.086.975.776.4413.4221/05/2019
NOK Cautious Allocation2.571.70-2.285.741.8210.0321/05/2019
USD Inflation-Linked Bond2.774.228.265.656.3010.3521/05/2019
USD Money Market - Short Term0.402.756.995.636.559.1321/05/2019
EUR Flexible Bond0.482.150.735.572.568.7621/05/2019
SEK Moderate Allocation0.791.69-2.955.563.718.9721/05/2019
Convertible Bond - Global, CHF Hedged2.191.750.345.504.2610.0021/05/2019
USD Money Market0.512.766.975.486.379.1021/05/2019
Indonesia Equity-5.21-9.661.305.441.4920.1421/05/2019
HKD Bond1.062.837.935.447.119.7621/05/2019
Global Corporate Bond - EUR Hedged1.422.792.545.412.899.4821/05/2019
Global Bond - NOK Hedged1.371.970.415.330.5111.0221/05/2019
Emerging Europe Bond-0.320.831.505.313.3310.3621/05/2019
Europe Bond-0.111.881.865.243.818.7721/05/2019
Global Flexible Bond - CHF Hedged0.522.534.945.223.7610.7021/05/2019
Global High Yield Bond - GBP Hedged6.532.003.245.203.183.7621/05/2019
Global Bond1.562.785.855.175.209.6021/05/2019
GBP High Yield Bond5.712.362.335.143.774.0221/05/2019
USD Government Bond1.803.829.985.106.5710.6421/05/2019
EUR Diversified Bond-0.342.011.385.073.288.9121/05/2019
RMB Bond - Onshore0.20-0.691.445.057.539.0521/05/2019
Global Inflation-Linked Bond - EUR Hedged-0.781.840.415.052.7710.3521/05/2019
SEK Flexible Allocation1.001.86-4.194.972.9410.0221/05/2019
EUR Government Bond-0.472.192.374.943.699.3621/05/2019
NOK Bond - Short Term0.091.69-1.154.93-0.1910.3121/05/2019
EUR Corporate Bond - Short Term-1.161.490.074.872.238.2821/05/2019
Global Bond - EUR Biased-0.261.841.484.833.038.7221/05/2019
Global Corporate Bond - CHF Hedged1.193.386.564.734.7811.5421/05/2019
EUR Inflation-Linked Bond-1.701.35-1.264.692.489.2321/05/2019
Target Date 2011 - 2015-0.841.07-0.864.681.847.8421/05/2019
NOK Bond-0.211.31-1.034.500.1110.4521/05/2019
GBP Moderately Cautious Allocation4.871.611.284.433.834.1121/05/2019
GBP Corporate Bond4.502.353.974.424.605.1921/05/2019
CHF Cautious Allocation1.072.212.304.413.4110.0821/05/2019
Global Bond - CHF Biased0.592.414.024.393.5311.0521/05/2019
Property - Direct Europe-1.421.161.054.371.899.7021/05/2019
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
Global Bond - EUR Hedged-0.771.450.744.292.129.3821/05/2019
Africa Equity2.65-2.80-12.884.29-1.9114.5521/05/2019
Korea Equity-5.31-8.98-18.864.262.3616.5321/05/2019
JPY Bond0.152.487.464.255.8514.9221/05/2019
France Small/Mid-Cap Equity9.658.47-16.274.222.6414.7821/05/2019
EUR Diversified Bond - Short Term-1.871.10-0.414.181.788.3021/05/2019
GBP Cautious Allocation4.111.611.884.123.903.5621/05/2019
EUR Ultra Short-Term Bond-2.340.82-0.524.041.538.2121/05/2019
EUR Government Bond - Short Term-2.290.95-0.253.921.648.6721/05/2019
EUR Money Market-2.620.66-0.563.921.438.2121/05/2019
Global Bond - CHF Hedged-0.732.115.713.863.7111.4021/05/2019
CHF Bond-0.762.226.033.863.9311.3221/05/2019
GBP Diversified Bond3.571.853.613.804.465.3221/05/2019
EUR Money Market - Short Term-2.740.59-0.673.801.298.2021/05/2019
Global Bond - GBP Biased5.791.983.873.792.353.7321/05/2019
GBP Flexible Bond3.731.932.563.723.854.0821/05/2019
AUD Bond-4.89-3.44-3.813.50-1.0312.6127/04/2018
GBP Government Bond2.911.464.713.375.017.3621/05/2019
Commodities - Broad Basket3.30-0.72-9.233.27-6.6413.1021/05/2019
Global Flexible Bond - GBP Hedged4.071.772.503.092.512.8521/05/2019
Property - Direct Global-2.99-0.25-0.883.020.0010.2421/05/2019
CHF Money Market-2.991.032.872.872.4610.4421/05/2019
Property - Direct UK0.230.031.532.854.663.7021/05/2019
CHF Bond - Short Term-3.071.023.022.732.5710.5521/05/2019
Convertible Bond - Global, GBP Hedged6.181.01-3.202.601.905.2321/05/2019
Global Corporate Bond - GBP Hedged4.292.244.102.192.522.9521/05/2019
SEK Cautious Allocation-3.960.40-4.162.160.739.0821/05/2019
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
Global Inflation-Linked Bond - GBP Hedged2.581.562.462.072.183.5521/05/2019
Global Bond - GBP Hedged2.281.052.531.602.192.9921/05/2019
CAD Money Market-4.28-1.29-0.271.58-1.9210.3527/04/2018
CAD Bond-5.50-1.93-2.591.44-0.2410.7427/04/2018
SEK Corporate Bond-6.710.13-4.240.86-1.0610.0221/05/2019
GBP Diversified Bond - Short Term0.600.380.980.590.550.9121/05/2019
SEK Bond-6.880.18-3.240.55-0.1910.3521/05/2019
Property - Direct Other-1.730.881.510.35-2.8113.4021/05/2019
GBP Money Market - Short Term0.250.170.560.310.300.0621/05/2019
GBP Money Market0.210.130.490.260.260.0821/05/2019
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
SEK Bond - Short Term-8.06-0.61-5.44-0.64-2.139.9321/05/2019
SEK Ultra Short-Term Bond-8.36-0.82-5.63-0.93-2.239.9721/05/2019
Sector Equity Precious Metals0.32-9.31-5.48-1.523.5329.4421/05/2019
TRY Bond-8.53-5.41-14.57-5.57-9.8118.0627/04/2018
Commodities - Broad Agriculture-6.40-4.18-16.19-6.93-9.2913.1121/05/2019
Turkey Equity-14.69-19.62-30.05-11.94-9.8231.9921/05/2019
Alt - Currency-------
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 Credit-------
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 - Relative Value Arbitrage-------
Alt - Systematic Futures-------
Alt - Volatility-------
Capital Protected-------
Commodities - Grains-14.70-15.62-26.58---09/05/2019
Commodities - Industrial & Broad Metals-0.44-1.84---16.3909/05/2019
Commodities - Other-------
Convertible Bond - Other-------
EUR Subordinated Bond-------
Fixed Term Bond-------
Guaranteed Funds-------
Islamic Allocation - Other-------
Islamic Equity - Other-------
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 Inflation-Linked Bond-------
Property - Indirect Other-------
RMB High Yield Bond5.575.0011.33--9.2121/05/2019
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)

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