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 Technology13.9013.9123.1924.0118.7115.1516/07/2018
Japan Small/Mid-Cap Equity0.783.3215.4720.7214.5314.2216/07/2018
Switzerland Small/Mid-Cap Equity2.639.065.8520.4917.3611.2016/07/2018
Russia Equity5.9417.9614.4319.253.5317.8216/07/2018
Austria Equity-3.240.606.0318.959.2614.2016/07/2018
Sweden Small/Mid-Cap Equity4.5913.492.9118.7815.8513.1616/07/2018
France Small/Mid-Cap Equity1.402.634.3318.4218.2912.0616/07/2018
US Large-Cap Growth Equity13.1816.5019.6018.4116.6311.6816/07/2018
Norway Equity9.578.5617.1817.859.3714.4116/07/2018
Eurozone Small-Cap Equity-1.161.024.9917.5213.8311.7016/07/2018
Finland Equity5.807.081.5117.2514.0911.8316/07/2018
Europe Small-Cap Equity1.735.269.2417.1814.3310.9916/07/2018
US Small-Cap Equity10.4416.0116.3616.7313.7212.7116/07/2018
Sector Equity Precious Metals-5.272.90-2.4516.612.1338.4216/07/2018
Europe ex-UK Small/Mid-Cap Equity0.544.884.7116.3213.4810.8016/07/2018
US Large-Cap Blend Equity6.6413.2012.8516.1614.0510.6716/07/2018
BRIC Equity-1.164.2110.2715.789.8917.2516/07/2018
US Flex-Cap Equity8.2813.2114.0515.6913.5811.4916/07/2018
Global Small-Cap Equity5.2510.0012.1015.6912.629.9116/07/2018
Germany Small/Mid-Cap Equity-0.632.845.6615.6610.2311.9416/07/2018
Vietnam Equity-6.94-13.779.2315.5813.8316.0116/07/2018
Taiwan Large-Cap Equity4.635.727.6915.5711.0515.8116/07/2018
Eurozone Mid-Cap Equity1.294.166.7615.1613.7311.5616/07/2018
US Mid-Cap Equity7.0113.7611.5714.8413.6211.1016/07/2018
Greater China Equity0.304.2911.1714.6712.6917.8516/07/2018
Sector Equity Industrial Materials-0.486.456.0214.6110.0513.9316/07/2018
Property - Indirect Eurozone2.236.7010.8814.4412.5312.4616/07/2018
Netherlands Equity0.484.446.4514.3711.7612.1316/07/2018
Denmark Equity0.694.29-0.8514.3017.4212.8416/07/2018
Sector Equity Water-2.296.444.0814.2210.9110.1716/07/2018
Japan Flex-Cap Equity-4.240.699.2814.1810.8913.2616/07/2018
Global Large-Cap Growth Equity6.4110.8012.4614.0611.7510.9016/07/2018
US Large-Cap Value Equity3.0911.078.3613.9411.7510.7716/07/2018
UK Small-Cap Equity5.036.1516.4113.8113.9811.4716/07/2018
Asia-Pacific ex-Japan Equity-1.813.655.1713.719.5013.9816/07/2018
Thailand Equity-4.70-5.708.4113.576.2714.9516/07/2018
China Equity-0.823.5911.6413.5013.2018.9116/07/2018
Sector Equity Natural Resources2.288.3415.2613.413.0720.6816/07/2018
Asia ex Japan Equity-3.691.534.7113.2910.2814.8016/07/2018
France Large-Cap Equity2.795.685.8513.009.9311.4816/07/2018
Hong Kong Equity-0.543.739.7612.9311.4216.2416/07/2018
Europe Mid-Cap Equity2.406.157.4712.8812.1010.2216/07/2018
Global Flex-Cap Equity1.856.967.6712.719.7911.0816/07/2018
Eurozone Flex-Cap Equity2.715.345.4612.6810.3311.7516/07/2018
Australia & New Zealand Equity1.3711.006.1712.615.7315.1816/07/2018
Emerging Europe Equity-5.473.641.0012.551.1915.0116/07/2018
EUR Bond - Long Term2.352.697.0012.557.3715.5616/07/2018
Global Large-Cap Blend Equity2.708.627.6512.5210.0710.2316/07/2018
Sector Equity Ecology0.826.736.1212.529.7910.7216/07/2018
Sector Equity Consumer Goods & Services2.438.467.9312.519.7612.5916/07/2018
EUR High Yield Bond0.953.975.0112.425.089.1016/07/2018
Sector Equity Private Equity2.0511.294.6812.349.3711.0016/07/2018
Japan Large-Cap Equity-2.042.947.9512.058.4012.7016/07/2018
Global Large-Cap Value Equity0.527.025.3112.039.9010.4916/07/2018
Global Emerging Markets Equity-4.950.431.7712.036.7415.3216/07/2018
Europe High Yield Bond-1.32-0.717.2811.946.739.0627/04/2018
Target Date 2046+1.637.665.7511.938.649.6816/07/2018
Asia-Pacific inc. Japan Equity-2.643.274.9211.798.0513.1316/07/2018
Nordic Equity1.226.760.3811.7010.2510.0016/07/2018
Target Date 2041 - 20451.187.465.2511.648.349.3616/07/2018
Target Date 2036 - 20400.736.255.0411.588.649.2116/07/2018
India Equity-6.282.78-0.6011.3714.8117.8516/07/2018
JPY Bond3.363.570.5411.362.4216.1916/07/2018
Asia-Pacific ex-Japan Equity Income-2.713.251.4411.357.4913.5716/07/2018
DKK Bond0.083.013.3411.293.169.4816/07/2018
Europe Flex-Cap Equity-0.564.443.8211.298.8310.6316/07/2018
Greece Equity-1.86-0.73-6.8811.281.6923.6116/07/2018
Germany Large-Cap Equity-3.362.831.9111.219.2113.8216/07/2018
Islamic Global Equity2.568.767.9111.198.5210.4316/07/2018
Property - Indirect Europe2.436.8510.2911.1111.5612.2016/07/2018
EUR Aggressive Allocation-0.314.213.2611.056.859.5516/07/2018
Global High Yield Bond - EUR Hedged-1.851.490.7811.033.679.4816/07/2018
Sector Equity Utilities3.9410.643.9310.938.8815.4416/07/2018
Target Date 2031 - 20350.536.684.0710.887.699.0116/07/2018
Global Equity Income0.167.073.9410.808.689.9316/07/2018
DKK Domestic Bond0.063.072.8810.792.669.4316/07/2018
Europe ex-UK Large-Cap Equity0.544.662.8610.689.7410.5516/07/2018
Eurozone Large-Cap Equity0.314.442.6710.639.2011.9016/07/2018
Global Emerging Markets Bond - EUR Biased-5.18-0.80-1.6210.602.8311.6416/07/2018
EUR Aggressive Allocation - Global0.045.414.5310.596.439.4416/07/2018
Canada Equity0.2512.505.3210.485.6212.6516/07/2018
Sweden Equity-0.847.75-4.4110.468.4510.4016/07/2018
Europe Large-Cap Growth Equity3.337.805.9110.458.5810.1516/07/2018
USD Aggressive Allocation1.918.984.6010.376.969.9016/07/2018
Target Date 2026 - 20300.155.173.9310.357.358.6416/07/2018
Property - Indirect Asia0.425.676.6610.295.9513.2916/07/2018
EUR Corporate Bond-0.972.221.8310.273.199.4216/07/2018
NOK Moderate Allocation2.615.443.2510.184.989.9416/07/2018
Global Emerging Markets Corporate Bond - EUR Biased-5.02-0.46-1.8910.072.9910.4616/07/2018
Korea Equity-9.40-3.16-3.6010.016.5916.0216/07/2018
Global High Yield Bond1.547.170.489.986.689.1416/07/2018
Global Emerging Markets Small/Mid-Cap Equity-6.16-1.73-0.059.966.6914.3516/07/2018
Global Emerging Markets Bond-1.724.46-1.519.785.6510.9116/07/2018
Sector Equity Infrastructure-1.347.28-0.539.768.1413.9716/07/2018
EUR Moderate Allocation-0.953.141.839.664.728.8216/07/2018
EUR Moderate Allocation - Global-0.853.862.669.644.608.5216/07/2018
Belgium Equity-7.24-1.04-4.539.6310.4011.1716/07/2018
EUR Inflation-Linked Bond-0.052.243.769.612.269.3816/07/2018
Asia Allocation-2.033.211.329.596.3010.9316/07/2018
Convertible Bond - Global, EUR Hedged-0.572.441.929.594.128.3216/07/2018
Global Corporate Bond - EUR Hedged-3.031.64-0.709.562.5310.0116/07/2018
Property - Indirect Global2.0911.884.949.567.2212.0116/07/2018
EUR Government Bond-0.012.272.569.513.1510.1016/07/2018
Global Emerging Markets Allocation-4.261.21-0.239.484.1112.4716/07/2018
Emerging Europe ex-Russia Equity-10.64-6.52-7.969.444.0415.0916/07/2018
USD High Yield Bond2.458.100.929.426.219.2516/07/2018
Sector Equity Financial Services-2.032.641.569.379.2614.6516/07/2018
Global Flexible Bond - EUR Hedged-2.311.23-0.069.352.329.3916/07/2018
Europe Bond-0.661.961.999.343.709.3316/07/2018
Israel Large/Mid-Cap Equity-3.815.60-2.189.338.0312.5416/07/2018
Global Inflation-Linked Bond - EUR Hedged-1.072.591.599.291.8710.8916/07/2018
Brazil Equity-13.82-11.02-6.359.27-0.7833.8716/07/2018
EUR Diversified Bond-0.872.011.479.272.549.5416/07/2018
Global Emerging Markets Corporate Bond-1.325.58-1.489.276.6410.2616/07/2018
GBP Adventurous Allocation1.415.516.199.258.009.0316/07/2018
USD Moderate Allocation1.838.412.919.216.499.1916/07/2018
EUR Flexible Allocation - Global-0.984.162.819.144.369.4616/07/2018
Global Equity PP0.176.213.519.127.8610.3016/07/2018
Islamic Global Bond-2.084.29-2.619.092.8611.0316/07/2018
EUR Flexible Bond-1.331.680.759.072.129.2716/07/2018
Global Inflation-Linked Bond - USD Hedged2.969.172.569.075.9411.3616/07/2018
Asia ex-Japan Small/Mid-Cap Equity-4.52-0.570.709.058.1914.3416/07/2018
Asia High Yield Bond-3.412.43-4.319.045.7910.2216/07/2018
Global Corporate Bond - USD Hedged0.838.02-0.469.046.189.9516/07/2018
Property - Indirect North America1.6317.870.359.028.0316.4916/07/2018
Convertible Bond - Global1.064.901.389.005.678.1516/07/2018
EUR Cautious Allocation-0.812.901.569.002.978.4616/07/2018
Target Date 2021 - 2025-0.694.802.028.984.758.2216/07/2018
EUR Flexible Allocation-1.413.091.548.984.189.6916/07/2018
UK Flex-Cap Equity2.985.6610.488.929.6310.7216/07/2018
EUR Cautious Allocation - Global-1.352.801.228.872.798.5716/07/2018
Convertible Bond - Europe-1.781.87-0.278.793.868.2716/07/2018
Convertible Bond - Global, USD Hedged2.938.502.088.797.588.6116/07/2018
USD Flexible Allocation1.367.912.338.785.5610.0216/07/2018
Europe Large-Cap Blend Equity0.265.393.078.777.8210.1616/07/2018
NOK High Yield Bond5.235.233.988.76-0.8911.6916/07/2018
Europe Large-Cap Value Equity-1.423.061.108.677.6511.1816/07/2018
EUR Corporate Bond - Short Term-0.882.060.818.651.268.9816/07/2018
Italy Equity0.12-1.304.438.639.8416.4616/07/2018
Global Bond - EUR Hedged-1.851.37-0.358.561.4410.1816/07/2018
Global Bond - EUR Biased-1.182.450.418.542.089.2316/07/2018
UK Mid-Cap Equity2.355.4711.178.5310.5810.7916/07/2018
GBP Inflation-Linked Bond-0.432.064.058.527.2912.3816/07/2018
Sector Equity Energy7.4312.1616.518.440.6518.1616/07/2018
Latin America Equity-7.23-7.01-5.418.42-0.1323.9816/07/2018
Singapore Equity-4.27-3.780.808.424.1715.5416/07/2018
Global Corporate Bond-0.595.26-0.818.404.759.0716/07/2018
Sector Equity Agriculture-0.967.627.338.405.4711.9316/07/2018
Global Frontier Markets Equity-6.89-5.60-2.748.335.4411.5816/07/2018
USD Flexible Bond1.287.94-0.788.305.359.5216/07/2018
Global Flexible Bond - USD Hedged1.607.600.068.285.579.1616/07/2018
SEK Moderate Allocation-2.745.50-2.618.243.778.5216/07/2018
Target Date 2016 - 2020-0.693.661.348.133.708.2816/07/2018
USD Corporate Bond0.248.02-1.358.125.7410.0716/07/2018
Emerging Europe Bond-4.280.26-2.938.112.4310.5616/07/2018
Switzerland Large-Cap Equity-1.886.81-1.578.108.6110.2916/07/2018
EUR Diversified Bond - Short Term-0.972.040.458.100.899.0216/07/2018
Global Bond - NOK Hedged2.773.950.398.09-0.1611.9616/07/2018
Asia Bond-1.285.56-2.398.085.1910.1016/07/2018
Europe Equity Income-1.173.980.808.047.4310.0716/07/2018
EUR Ultra Short-Term Bond-0.712.270.668.030.509.0316/07/2018
Global Flexible Bond-0.274.49-0.777.955.029.6516/07/2018
EUR Money Market-0.532.430.767.940.339.0516/07/2018
EUR Government Bond - Short Term-0.782.140.567.900.749.1316/07/2018
USD Cautious Allocation1.257.630.687.894.699.1016/07/2018
Target Date 2011 - 2015-1.063.860.037.882.248.5416/07/2018
EUR Money Market - Short Term-0.552.430.707.840.229.0616/07/2018
Sector Equity Healthcare9.0114.329.357.8412.8813.3516/07/2018
SEK Flexible Allocation-2.615.93-2.097.743.759.6016/07/2018
Global Bond - USD Hedged2.138.18-0.247.745.3010.2616/07/2018
NOK Bond - Short Term4.114.481.727.71-1.2210.7116/07/2018
NOK Bond3.734.581.477.68-0.7210.8916/07/2018
Sector Equity Alternative Energy-2.403.275.857.616.3714.1216/07/2018
NOK Cautious Allocation2.214.471.527.571.1010.0316/07/2018
Global Bond0.094.17-0.807.533.069.9616/07/2018
Global Bond - USD Biased1.077.32-1.027.494.6310.0216/07/2018
Property - Direct Global0.132.891.437.35-1.9510.2416/07/2018
GBP Moderately Adventurous Allocation0.934.474.607.296.827.5116/07/2018
Property - Direct Europe-1.091.57-0.717.27-0.6410.5316/07/2018
ASEAN Equity-7.02-5.07-0.747.271.6814.9416/07/2018
Global Emerging Markets Bond - Local Currency-4.02-1.61-4.587.240.4613.3816/07/2018
USD Inflation-Linked Bond2.219.080.917.233.6710.6916/07/2018
Global Inflation-Linked Bond0.935.480.707.212.609.4416/07/2018
RMB Bond0.782.222.827.104.989.3416/07/2018
UK Large-Cap Blend Equity2.136.097.257.077.189.7516/07/2018
Commodities - Precious Metals-3.58-1.162.617.00-0.9020.9416/07/2018
Global Bond - ILS2.008.78-0.396.993.839.9916/07/2018
Poland Equity-12.37-6.25-8.696.982.9017.8416/07/2018
RMB High Yield Bond-2.331.62-1.746.975.349.6616/07/2018
Asia Bond - Local Currency-2.093.50-1.736.903.4510.7616/07/2018
USD Diversified Bond0.558.13-1.896.854.4810.2416/07/2018
UK Large-Cap Growth Equity2.337.087.466.657.519.6416/07/2018
USD Government Bond0.958.53-1.776.513.8211.0116/07/2018
Spain Equity0.444.43-1.576.408.8714.2916/07/2018
USD Money Market - Short Term3.068.760.176.383.159.5816/07/2018
USD Diversified Bond - Short Term2.458.66-0.616.373.199.7016/07/2018
HKD Bond1.238.20-2.236.364.3710.0816/07/2018
Convertible Bond - Asia/Japan-1.01-0.244.166.355.9810.0427/04/2018
UK Large-Cap Value Equity1.355.585.316.336.349.8516/07/2018
USD Money Market3.028.780.036.293.079.5516/07/2018
CHF Moderate Allocation-1.444.80-2.376.174.639.8816/07/2018
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
SEK Cautious Allocation-4.374.33-4.835.980.568.8816/07/2018
UK Equity Income0.904.734.885.947.599.3616/07/2018
Global High Yield Bond - CHF Hedged-1.743.10-5.285.844.0210.9416/07/2018
Indonesia Equity-10.20-3.82-9.375.84-1.7322.2216/07/2018
SEK Corporate Bond-4.863.60-5.875.82-1.509.9616/07/2018
SEK Bond-4.014.31-5.215.72-0.9410.3616/07/2018
HKD Money Market2.238.55-1.145.482.849.8416/07/2018
South Africa & Namibia Equity-10.04-4.010.265.474.4920.2516/07/2018
Convertible Bond - Global, CHF Hedged-0.434.27-3.755.374.8210.2716/07/2018
GBP Moderate Allocation0.032.642.805.365.325.8016/07/2018
Global Corporate Bond - CHF Hedged-3.133.18-6.395.323.6511.6416/07/2018
CHF Aggressive Allocation-0.985.70-1.305.244.1210.1016/07/2018
GBP High Yield Bond-0.74-0.141.295.155.305.1116/07/2018
RMB Bond - Onshore2.032.312.275.073.549.3416/07/2018
GBP Flexible Allocation-0.352.463.065.035.276.5116/07/2018
Africa & Middle East Equity10.207.007.775.015.2814.5416/07/2018
GBP Corporate Bond-1.310.410.895.005.185.2416/07/2018
GBP Government Bond0.241.472.264.954.777.3616/07/2018
Global Flexible Bond - CHF Hedged-2.013.02-5.234.892.5910.8716/07/2018
Global Bond - CHF Hedged-1.403.59-5.434.612.9911.6416/07/2018
Global Bond - CHF Biased-1.093.99-4.584.542.8111.1616/07/2018
SEK Bond - Short Term-5.073.67-6.764.53-2.849.9516/07/2018
CHF Cautious Allocation-1.514.10-4.254.463.2510.0716/07/2018
GBP Diversified Bond-0.111.361.764.434.495.3716/07/2018
SGD Money Market-0.831.67-0.574.231.579.6727/04/2018
SEK Money Market-5.293.58-6.994.16-3.059.9716/07/2018
GBP Moderately Cautious Allocation-0.351.721.524.144.124.1716/07/2018
CHF Bond-1.054.00-4.854.142.8411.4616/07/2018
GBP Cautious Allocation-0.301.271.544.084.143.5316/07/2018
Property - Direct UK2.561.416.614.006.904.1216/07/2018
Global High Yield Bond - GBP Hedged-0.94-0.750.623.774.164.5916/07/2018
Africa Equity-0.64-2.604.623.64-1.3116.0416/07/2018
CHF Bond - Short Term-0.813.79-5.083.511.4110.7916/07/2018
China Equity - A Shares-9.74-3.490.103.5012.5523.3416/07/2018
AUD Bond-4.89-3.44-3.813.50-1.0312.6127/04/2018
GBP Flexible Bond-0.99-0.200.253.463.964.2016/07/2018
Property - Direct Other-5.403.51-6.903.46-4.3018.3716/07/2018
Global Bond - GBP Biased-2.27-1.00-0.133.423.264.3016/07/2018
CHF Money Market-0.693.90-5.203.200.9310.7816/07/2018
Commodities - Energy11.858.5629.873.08-10.0919.3516/07/2018
Sector Equity Communications-2.085.65-2.532.986.9512.9316/07/2018
AUD Money Market-4.86-3.63-4.162.90-2.7412.3227/04/2018
Global Flexible Bond - GBP Hedged-1.38-0.81-0.042.673.503.2016/07/2018
Commodities - Broad Basket-2.83-0.144.352.60-5.9714.9516/07/2018
Convertible Bond - Global, GBP Hedged0.080.091.712.484.175.7816/07/2018
Global Inflation-Linked Bond - GBP Hedged-0.230.311.392.382.344.1616/07/2018
Global Corporate Bond - GBP Hedged-1.97-0.55-0.862.323.063.1316/07/2018
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
Sector Equity Biotechnology12.4220.379.512.0412.3420.6816/07/2018
Global Bond - GBP Hedged-1.22-0.83-0.891.852.513.3116/07/2018
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
GBP Diversified Bond - Short Term-0.120.36-0.060.960.541.4416/07/2018
Commodities - Industrial & Broad Metals48.3319.5257.110.85-0.2417.6924/11/2016
GBP Money Market - Short Term0.160.090.210.220.220.0416/07/2018
GBP Money Market0.110.080.160.200.210.0616/07/2018
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
TRY Bond-8.53-5.41-14.57-5.57-9.8118.0627/04/2018
Commodities - Broad Agriculture-9.53-7.84-18.84-6.41-8.9613.7216/07/2018
Turkey Equity-33.99-22.74-35.43-9.51-10.2525.1716/07/2018
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-16.84-18.39-23.62---16/07/2018
Commodities - Other-------
Convertible Bond - Other-------
Fixed Term Bond-------
Global Bond - Other Hedged-------
Greater China Allocation-------
Guaranteed Funds-------
High Yield Bond - Other Hedged-------
Islamic Allocation - Other-------
Islamic Equity - Other-------
Japan Equity - Currency Hedged-------
Japan Equity PP-5.76-2.2311.70--17.9512/02/2010
Money Market - Other-------
Nordic Small/Mid-Cap Equity-------
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-------
Pacific ex-Japan Equity-------
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)