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 Technology25.354.994.4119.0418.2316.0919/07/2019
Brazil Equity27.6124.5650.7118.316.9728.1419/07/2019
Greece Equity36.0113.5113.1618.29-1.1619.3419/07/2019
Russia Equity30.3214.8823.0318.1411.0117.1219/07/2019
US Large-Cap Growth Equity26.329.2312.3617.4418.2212.8719/07/2019
BRIC Equity20.126.5316.0616.8412.7813.8619/07/2019
Sector Equity Private Equity25.228.797.6116.2112.9311.7319/07/2019
US Flex-Cap Equity23.337.038.6714.2615.6412.8819/07/2019
Sector Equity Financial Services20.195.605.3014.1010.5514.5019/07/2019
Switzerland Small/Mid-Cap Equity23.707.201.7414.0315.7712.8519/07/2019
Emerging Europe Equity23.5311.7819.4013.917.0514.3819/07/2019
Thailand Equity19.1410.6318.9213.9112.2213.6419/07/2019
Netherlands Equity23.804.963.3613.7414.1113.0219/07/2019
Norway Equity11.74-0.55-1.9613.718.8114.8419/07/2019
US Large-Cap Blend Equity22.447.6110.5713.7015.7511.5519/07/2019
Greater China Equity19.140.712.7813.6913.3715.8919/07/2019
Global Large-Cap Growth Equity22.847.307.8813.5313.7711.6219/07/2019
Hong Kong Equity15.601.005.6613.4112.7914.4819/07/2019
France Large-Cap Equity20.675.584.5313.3510.1812.8519/07/2019
China Equity17.35-1.501.3213.2712.7416.4719/07/2019
Austria Equity11.80-3.01-9.1913.268.1016.1119/07/2019
Pacific ex-Japan Equity22.348.7112.8612.5810.2111.2719/07/2019
UK Small-Cap Equity11.23-0.20-6.9312.349.1112.4119/07/2019
US Small-Cap Equity20.464.440.1512.2214.6115.0219/07/2019
Sector Equity Industrial Materials20.193.654.0111.949.9113.7519/07/2019
Europe High Yield Bond-1.32-0.717.2811.946.739.0627/04/2018
Switzerland Large-Cap Equity22.059.6612.1011.8411.0310.1419/07/2019
Eurozone Mid-Cap Equity18.013.75-2.8611.8110.2313.6719/07/2019
Italy Equity17.823.73-2.1711.765.4017.0719/07/2019
Latin America Equity20.3914.3924.5011.565.5920.4819/07/2019
Emerging Europe ex-Russia Equity10.937.2810.8411.146.9714.5019/07/2019
Sector Equity Consumer Goods & Services21.676.689.1811.1211.7512.6419/07/2019
Europe Small-Cap Equity15.091.79-6.1511.0810.8713.2919/07/2019
Asia-Pacific ex-Japan Equity15.173.155.6911.0410.8512.9219/07/2019
Asia ex-Japan Equity15.181.704.2910.9911.1313.4519/07/2019
US Mid-Cap Equity22.906.745.6010.9714.4113.1519/07/2019
Europe Mid-Cap Equity19.043.41-1.6110.9610.7412.4019/07/2019
Global Small-Cap Equity19.034.430.3910.8511.9311.7719/07/2019
Nordic Small/Mid-Cap Equity15.993.86-1.1810.8411.8713.5519/07/2019
Eurozone Small-Cap Equity12.341.12-6.5110.8010.2014.2419/07/2019
Greater China Allocation14.991.738.3210.76-10.8919/07/2019
Global Large-Cap Blend Equity18.725.816.0510.7611.1610.6019/07/2019
Property - Indirect Asia20.249.6719.0210.7211.5911.2119/07/2019
Sector Equity Ecology21.215.125.7010.6010.5411.8419/07/2019
Sector Equity Water22.177.0910.3310.5611.8210.6519/07/2019
US Large-Cap Value Equity17.565.337.7710.4813.5611.5119/07/2019
Taiwan Large-Cap Equity14.433.951.9210.4110.7214.7519/07/2019
Commodities - Precious Metals16.0916.5226.5310.395.6414.9819/07/2019
Spain Equity8.962.97-5.5610.316.0713.9019/07/2019
Japan Small/Mid-Cap Equity10.614.13-7.5810.1715.1515.2119/07/2019
Finland Equity13.36-0.01-2.6310.1611.0112.8219/07/2019
Global Emerging Markets Equity14.983.246.7010.128.4412.8119/07/2019
Asia-Pacific ex-Japan Equity Income16.114.6310.5210.0210.2611.1919/07/2019
Poland Equity7.283.553.1610.013.5317.0319/07/2019
Eurozone Large-Cap Equity16.534.09-0.369.967.8812.6119/07/2019
Europe ex-UK Large-Cap Equity17.114.420.939.949.1511.9319/07/2019
Singapore Equity14.595.8812.449.928.3612.3619/07/2019
Europe ex-UK Small/Mid-Cap Equity16.002.63-3.929.8710.8712.8819/07/2019
Global Flex-Cap Equity17.244.802.969.7910.3211.7219/07/2019
Europe Large-Cap Growth Equity21.726.583.279.529.9811.5019/07/2019
Asia-Pacific inc. Japan Equity13.543.682.649.5010.4911.9819/07/2019
Target Date 2046+15.794.665.279.479.859.7219/07/2019
Sector Equity Biotechnology17.957.13-4.649.2112.9419.5419/07/2019
Africa & Middle East Equity15.012.737.599.204.6811.0419/07/2019
Sector Equity Alternative Energy23.365.0610.909.196.9814.4419/07/2019
Property - Indirect Eurozone9.982.620.609.1410.9412.3525/06/2019
Target Date 2041 - 204514.904.524.939.109.509.5219/07/2019
China Equity - A Shares27.04-4.9710.209.0321.0617.7619/07/2019
Sweden Equity14.853.124.269.009.2812.4219/07/2019
Global Equity Income16.395.247.699.0010.059.7419/07/2019
Australia & New Zealand Equity21.5510.447.538.897.4212.9519/07/2019
Target Date 2036 - 204014.974.214.248.889.129.0019/07/2019
Sector Equity Utilities17.0610.0119.158.7510.7813.4619/07/2019
Global Large-Cap Value Equity13.803.032.028.749.5710.8819/07/2019
Denmark Equity15.043.57-1.828.6813.3613.1519/07/2019
Japan Flex-Cap Equity9.972.99-6.148.6711.7414.0419/07/2019
Europe Large-Cap Blend Equity17.254.681.468.637.4111.0119/07/2019
Sector Equity Healthcare12.909.875.768.5912.8212.9019/07/2019
GBP Adventurous Allocation14.343.183.218.578.169.2019/07/2019
Sector Equity Infrastructure17.977.6713.978.5610.2111.7019/07/2019
UK Mid-Cap Equity14.91-0.84-5.338.528.3712.1319/07/2019
Sector Equity Agriculture17.315.466.918.528.0011.4019/07/2019
Japan Large-Cap Equity10.274.20-1.798.4010.9912.2819/07/2019
Germany Large-Cap Equity14.601.73-7.008.397.1414.3119/07/2019
USD Aggressive Allocation15.576.336.838.3310.319.4019/07/2019
India Equity4.130.872.138.3112.9619.0519/07/2019
Nordic Equity14.763.182.888.199.1911.5219/07/2019
Target Date 2031 - 203512.604.564.358.168.558.7919/07/2019
Germany Small/Mid-Cap Equity12.452.57-5.987.947.7414.0619/07/2019
EUR Aggressive Allocation11.554.680.967.877.509.9719/07/2019
Europe Flex-Cap Equity14.902.58-2.767.857.7712.2219/07/2019
Islamic Global Equity14.724.303.377.808.9510.1219/07/2019
Eurozone Flex-Cap Equity12.752.96-1.547.797.6113.1619/07/2019
Europe Large-Cap Value Equity12.550.92-2.697.765.8311.9219/07/2019
UK Flex-Cap Equity13.59-0.53-3.827.656.6211.5319/07/2019
EUR Aggressive Allocation - Global13.485.132.457.647.689.4319/07/2019
Global Emerging Markets Allocation12.655.057.537.436.889.9919/07/2019
Europe Equity Income13.232.771.377.436.5310.8819/07/2019
UK Large-Cap Equity13.770.70-0.237.406.0910.0719/07/2019
Vietnam Equity6.995.134.117.2813.6313.4419/07/2019
NOK High Yield Bond6.644.473.547.270.919.6419/07/2019
Target Date 2026 - 203012.294.944.437.187.768.0019/07/2019
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
Global High Yield Bond10.905.5810.137.1410.007.7719/07/2019
USD Moderate Allocation12.486.228.176.959.828.0519/07/2019
GBP Moderately Adventurous Allocation12.473.053.286.917.047.6519/07/2019
Property - Indirect Europe12.603.550.976.909.4912.0719/07/2019
Global Bond - ILS13.258.6012.006.899.348.2919/07/2019
ASEAN Equity14.117.9913.516.816.9011.1319/07/2019
Asia Allocation12.314.589.016.809.069.2019/07/2019
USD High Yield Bond10.554.999.266.809.697.7919/07/2019
Property - Indirect Switzerland12.327.9616.966.7010.6110.0225/06/2019
Israel Large/Mid-Cap Equity14.644.297.906.70-13.2418/07/2019
Global Emerging Markets Corporate Bond11.707.7913.776.6010.538.2419/07/2019
Global Emerging Markets Small/Mid-Cap Equity12.462.791.936.547.6112.5719/07/2019
EUR High Yield Bond6.864.703.696.245.917.4619/07/2019
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
Islamic Global Bond11.878.6516.375.959.779.0319/07/2019
Global Emerging Markets Bond12.348.2412.615.919.458.6919/07/2019
Property - Indirect Global18.257.7612.155.8810.3311.1419/07/2019
USD Flexible Allocation12.325.676.385.828.928.9019/07/2019
Sector Equity Natural Resources15.401.99-2.855.802.1116.1219/07/2019
Asia High Yield Bond11.025.4814.265.7711.648.2619/07/2019
Convertible Bond - Global, USD Hedged10.654.815.215.729.627.7019/07/2019
UK Equity Income11.09-0.87-2.315.695.4710.1219/07/2019
Canada Equity20.914.775.815.673.9611.9119/07/2019
NOK Moderate Allocation12.254.663.925.644.819.3719/07/2019
Global High Yield Bond - EUR Hedged7.504.703.835.634.787.4319/07/2019
Global Flexible Bond - USD Hedged9.136.7510.595.609.587.9319/07/2019
South Africa & Namibia Equity13.422.263.915.584.4117.6319/07/2019
CHF Aggressive Allocation13.488.677.595.586.809.0919/07/2019
GBP Inflation-Linked Bond8.805.588.235.487.8610.0819/07/2019
EUR Flexible Allocation8.644.710.125.465.119.2419/07/2019
Global Emerging Markets Bond - Local Currency11.959.9012.605.445.2910.1519/07/2019
Global Corporate Bond - USD Hedged10.887.8912.815.4310.418.3019/07/2019
Global Frontier Markets Equity9.604.85-0.485.414.589.6819/07/2019
Asia ex-Japan Small/Mid-Cap Equity11.611.610.385.377.5513.0719/07/2019
RMB Bond6.663.648.955.368.927.4619/07/2019
EUR Moderate Allocation - Global9.345.272.295.355.757.7019/07/2019
Convertible Bond - Global9.325.293.535.327.617.3419/07/2019
EUR Flexible Allocation - Global9.504.780.895.315.318.7319/07/2019
USD Flexible Bond8.846.379.955.309.318.0219/07/2019
USD Cautious Allocation9.356.358.075.288.637.6119/07/2019
EUR Moderate Allocation8.644.571.025.245.318.3319/07/2019
Property - Direct UK0.420.211.095.214.222.8919/07/2019
EUR Bond - Long Term14.2313.6714.645.119.5211.2719/07/2019
Asia Bond10.197.0913.775.119.698.1919/07/2019
Target Date 2021 - 20258.665.412.885.025.617.2419/07/2019
GBP Moderate Allocation9.542.482.955.025.265.8319/07/2019
Global Flexible Bond7.555.847.844.958.567.6519/07/2019
GBP High Yield Bond7.631.374.224.813.994.0319/07/2019
Global Inflation-Linked Bond - USD Hedged7.967.639.304.799.889.1119/07/2019
USD Corporate Bond10.617.8712.734.789.488.3819/07/2019
Global Corporate Bond9.446.8410.484.788.407.3919/07/2019
RMB High Yield Bond8.745.0413.294.64-7.7419/07/2019
GBP Flexible Allocation9.762.352.064.595.096.4419/07/2019
Global Emerging Markets Corporate Bond - EUR Biased7.736.766.654.564.788.1219/07/2019
Global High Yield Bond - GBP Hedged8.081.074.654.483.313.9719/07/2019
DKK Bond3.255.383.694.475.146.9619/07/2019
Convertible Bond - Europe6.384.61-0.684.394.397.5119/07/2019
CHF Moderate Allocation10.819.127.844.376.398.3519/07/2019
NOK Cautious Allocation8.924.742.834.343.568.8319/07/2019
Target Date 2016 - 20205.384.792.944.335.136.7919/07/2019
Global Bond - USD Hedged7.827.1810.634.339.328.3919/07/2019
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
Global Emerging Markets Bond - EUR Biased9.237.496.494.304.799.3619/07/2019
SEK Moderate Allocation7.304.592.824.295.618.4119/07/2019
Asia Bond - Local Currency8.037.1913.074.258.128.1719/07/2019
Global High Yield Bond - CHF Hedged9.237.939.044.236.108.5919/07/2019
Africa Equity6.860.55-4.324.22-1.7214.0719/07/2019
EUR Corporate Bond5.656.264.804.194.987.2519/07/2019
EUR Cautious Allocation6.175.392.604.094.497.0319/07/2019
Global Inflation-Linked Bond7.627.608.314.085.707.5219/07/2019
Convertible Bond - Global, EUR Hedged7.183.96-0.464.084.067.4419/07/2019
DKK Domestic Bond2.554.812.884.034.636.8519/07/2019
Global Bond - NOK Hedged8.476.075.434.012.619.4919/07/2019
EUR Cautious Allocation - Global6.455.382.343.924.516.9619/07/2019
Global Flexible Bond - EUR Hedged5.345.623.553.853.997.4119/07/2019
GBP Moderately Cautious Allocation7.642.623.393.664.224.1119/07/2019
Sector Equity Communications17.414.208.403.627.1913.0219/07/2019
USD Diversified Bond8.017.2510.763.628.718.3719/07/2019
NOK Bond - Short Term4.944.132.193.601.668.9319/07/2019
Emerging Europe Bond6.507.837.343.594.768.8019/07/2019
EUR Flexible Bond4.705.543.343.573.657.3419/07/2019
EUR Government Bond5.567.695.823.575.037.6519/07/2019
SEK Flexible Allocation7.984.352.113.574.729.5719/07/2019
GBP Corporate Bond7.573.616.073.535.065.0519/07/2019
GBP Cautious Allocation6.652.523.653.504.283.5119/07/2019
AUD Bond-4.89-3.44-3.813.50-1.0312.6127/04/2018
Europe Bond5.026.605.113.485.047.1319/07/2019
EUR Inflation-Linked Bond4.187.162.273.483.767.6419/07/2019
Global Corporate Bond - EUR Hedged6.826.775.553.454.287.8319/07/2019
Convertible Bond - Global, CHF Hedged9.147.745.223.445.878.7519/07/2019
Global Bond - USD Biased7.716.538.733.367.767.8719/07/2019
USD Diversified Bond - Short Term4.145.077.133.367.637.9719/07/2019
GBP Flexible Bond6.342.784.743.324.274.1819/07/2019
Global Bond - GBP Biased9.083.156.413.302.763.8019/07/2019
EUR Diversified Bond4.516.444.143.264.457.2819/07/2019
Target Date 2011 - 20153.583.902.153.163.546.9019/07/2019
Property - Indirect North America18.847.7613.963.1511.6514.7619/07/2019
USD Inflation-Linked Bond7.527.098.533.067.288.6819/07/2019
Global Bond6.736.998.133.046.337.5219/07/2019
GBP Diversified Bond6.603.575.353.015.134.9919/07/2019
USD Money Market - Short Term2.944.566.072.967.277.9019/07/2019
USD Money Market3.194.666.232.967.227.8619/07/2019
HKD Bond4.895.688.412.958.098.2319/07/2019
Global Flexible Bond - GBP Hedged6.292.194.632.952.832.9819/07/2019
NOK Bond4.774.462.212.921.808.9119/07/2019
Global Bond - EUR Biased4.145.973.802.914.187.0519/07/2019
EUR Corporate Bond - Short Term2.134.491.722.903.286.7119/07/2019
Global Flexible Bond - CHF Hedged7.379.139.152.885.318.8819/07/2019
Global Inflation-Linked Bond - EUR Hedged4.446.912.792.873.988.1719/07/2019
CHF Cautious Allocation8.458.937.422.865.278.3119/07/2019
Convertible Bond - Global, GBP Hedged7.790.11-0.732.852.225.5019/07/2019
RMB Bond - Onshore3.832.877.262.837.877.7219/07/2019
USD Government Bond6.477.2910.072.727.719.1519/07/2019
Global Corporate Bond - CHF Hedged9.0510.3311.212.706.579.5419/07/2019
Global Bond - EUR Hedged4.106.063.492.593.407.6419/07/2019
Property - Direct Europe1.644.162.332.582.957.9719/07/2019
EUR Diversified Bond - Short Term1.114.281.002.292.776.7419/07/2019
France Small/Mid-Cap Equity11.02-1.59-13.012.274.0215.1219/07/2019
Global Bond - CHF Biased6.858.397.882.244.899.0119/07/2019
Commodities - Energy17.630.31-10.092.23-10.2122.6425/06/2019
EUR Government Bond - Short Term0.834.481.242.182.687.0519/07/2019
EUR Ultra Short-Term Bond0.263.900.382.122.516.6319/07/2019
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
Global Corporate Bond - GBP Hedged7.153.006.232.072.932.9719/07/2019
Sector Equity Energy10.67-3.37-10.282.05-3.8815.8319/07/2019
EUR Money Market-0.063.830.222.012.386.6219/07/2019
Global Bond - CHF Hedged6.349.529.551.975.369.3519/07/2019
Indonesia Equity9.364.1014.511.934.0317.2819/07/2019
Global Inflation-Linked Bond - GBP Hedged5.323.304.041.902.573.2519/07/2019
GBP Government Bond6.304.675.351.865.346.6219/07/2019
EUR Money Market - Short Term-0.283.710.011.822.216.6119/07/2019
CHF Bond4.938.418.741.785.299.3719/07/2019
CAD Money Market-4.28-1.29-0.271.58-1.9210.3527/04/2018
Global Bond - GBP Hedged4.902.584.491.522.482.8719/07/2019
CAD Bond-5.50-1.93-2.591.44-0.2410.7427/04/2018
SEK Cautious Allocation2.304.591.251.302.618.1219/07/2019
JPY Bond6.419.5711.781.237.2511.0219/07/2019
CHF Money Market1.807.175.160.903.788.5519/07/2019
CHF Bond - Short Term1.997.475.540.803.988.6319/07/2019
GBP Diversified Bond - Short Term1.140.701.270.360.690.8019/07/2019
GBP Money Market - Short Term0.400.210.630.330.300.0819/07/2019
Korea Equity-1.79-5.58-8.090.273.1615.6219/07/2019
SEK Corporate Bond-1.454.050.550.220.999.0819/07/2019
GBP Money Market0.260.120.490.210.210.0819/07/2019
Commodities - Broad Basket5.450.93-1.460.19-5.7010.9519/07/2019
Property - Direct Global-0.013.320.10-0.010.818.4019/07/2019
SEK Bond-1.264.931.07-0.411.649.1419/07/2019
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
SEK Ultra Short-Term Bond-3.573.33-1.26-1.48-0.279.0419/07/2019
Property - Direct Other0.893.882.10-2.26-1.8711.7519/07/2019
Sector Equity Precious Metals34.6831.5027.58-2.456.4624.7519/07/2019
TRY Bond-8.53-5.41-14.57-5.57-9.8118.0627/04/2018
Commodities - Broad Agriculture-2.842.65-3.94-7.67-6.4012.8819/07/2019
Turkey Equity7.4112.62-1.65-8.18-6.8031.0819/07/2019
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-4.581.72-1.01---17/07/2019
Commodities - Industrial & Broad Metals1.20-5.43---12.4217/07/2019
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 Bond-------
Other 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)

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