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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
Sector Equity Technology27.246.4313.6716.8017.6916.0520/09/2019
US Large-Cap Growth Equity25.612.4711.1316.5616.5512.9420/09/2019
Russia Equity29.581.5825.4316.4912.0317.5520/09/2019
Greece Equity32.701.5121.8816.30-0.3319.6520/09/2019
Sector Equity Private Equity28.876.2810.2615.6713.0411.6820/09/2019
Brazil Equity19.301.7254.6714.255.1128.5220/09/2019
US Flex-Cap Equity22.812.747.2613.5014.0613.0520/09/2019
US Large-Cap Blend Equity22.703.458.8913.3414.0711.7820/09/2019
BRIC Equity16.960.4418.0413.0811.1713.8920/09/2019
Global Large-Cap Growth Equity21.681.858.2412.2312.5611.6520/09/2019
Commodities - Precious Metals24.7413.6335.5112.127.1715.2920/09/2019
Europe High Yield Bond-1.32-0.717.2811.946.739.0627/04/2018
Emerging Europe Equity21.531.0820.8011.767.1314.7720/09/2019
Thailand Equity13.81-2.345.6211.749.4313.1520/09/2019
France Large-Cap Equity20.671.446.1711.699.5012.5720/09/2019
Austria Equity14.462.58-8.1711.609.9815.7720/09/2019
US Small-Cap Equity20.951.960.4311.5513.1915.0920/09/2019
Netherlands Equity26.054.468.7611.1814.8513.0520/09/2019
Sector Equity Financial Services17.881.443.0810.998.9814.3320/09/2019
Switzerland Small/Mid-Cap Equity23.771.380.1210.9815.4312.5720/09/2019
US Mid-Cap Equity24.543.876.1610.9113.0813.3520/09/2019
Norway Equity8.73-1.86-8.0210.557.5415.0220/09/2019
Sector Equity Industrial Materials20.381.331.9110.559.9313.5220/09/2019
US Large-Cap Value Equity18.353.415.6910.2311.9511.8220/09/2019
Sector Equity Utilities21.524.6425.6510.1510.9413.2920/09/2019
Switzerland Large-Cap Equity21.660.949.6410.0510.6310.0720/09/2019
Japan Small/Mid-Cap Equity12.053.41-4.5110.0414.9314.8620/09/2019
Sector Equity Consumer Goods & Services20.552.2710.039.9611.1712.5920/09/2019
Greater China Equity17.423.049.289.6111.5515.7720/09/2019
Sector Equity Water23.733.059.829.6111.0410.6320/09/2019
Global Large-Cap Blend Equity18.112.095.839.5810.1610.5920/09/2019
Pacific ex-Japan Equity15.98-1.6610.189.478.6911.2220/09/2019
Sector Equity Ecology21.762.316.879.449.9711.6020/09/2019
Global Small-Cap Equity18.101.250.509.3111.4211.6820/09/2019
China Equity - A Shares30.563.3623.149.2417.6617.8520/09/2019
Property - Indirect Eurozone9.982.620.609.1410.9412.0725/06/2019
Taiwan Large-Cap Equity17.937.7310.469.0110.7914.7520/09/2019
Italy Equity15.931.72-3.819.014.9616.9520/09/2019
China Equity15.431.018.468.7210.5916.1520/09/2019
UK Small-Cap Equity11.66-1.53-5.928.718.7411.7920/09/2019
Japan Flex-Cap Equity12.583.84-3.118.4911.6113.6620/09/2019
Sector Equity Infrastructure19.542.9217.948.4910.0211.5620/09/2019
Africa & Middle East Equity10.98-1.1812.418.482.3411.5320/09/2019
Target Date 2046+15.961.905.448.439.189.6820/09/2019
Latin America Equity10.52-2.8820.498.343.2821.0120/09/2019
Property - Indirect Asia15.98-1.1617.408.3010.3611.1620/09/2019
Sector Equity Alternative Energy24.254.1313.918.306.0614.6820/09/2019
Global Flex-Cap Equity16.361.783.238.299.4911.6920/09/2019
Eurozone Small-Cap Equity11.452.41-4.608.2810.8214.0620/09/2019
Global Equity Income16.232.097.148.259.249.7820/09/2019
Europe ex-UK Large-Cap Equity18.561.843.898.218.6711.6620/09/2019
Asia-Pacific ex-Japan Equity12.330.306.968.199.2012.7620/09/2019
Greater China Allocation12.640.8611.048.17-10.9620/09/2019
Europe Large-Cap Growth Equity20.651.034.398.079.7611.3020/09/2019
Sector Equity Agriculture16.090.893.148.006.7711.4320/09/2019
Europe Mid-Cap Equity17.951.01-2.018.0010.1112.0620/09/2019
Target Date 2041 - 204514.821.664.977.968.759.4220/09/2019
Japan Large-Cap Equity13.734.840.367.9411.1811.8120/09/2019
Europe Small-Cap Equity13.51-1.24-6.327.8310.8713.0220/09/2019
Australia & New Zealand Equity20.364.099.387.807.2312.4220/09/2019
Global Large-Cap Value Equity13.942.211.857.798.8410.8220/09/2019
Target Date 2036 - 204015.051.895.167.788.368.8220/09/2019
Singapore Equity8.31-2.659.197.756.4612.8620/09/2019
Asia ex-Japan Equity12.610.737.647.739.3713.2320/09/2019
Eurozone Large-Cap Equity16.391.391.807.727.3612.2920/09/2019
Eurozone Mid-Cap Equity16.590.13-4.527.589.7313.1920/09/2019
Poland Equity-10.78-10.34-9.477.54-3.8516.9020/09/2019
Asia-Pacific ex-Japan Equity Income12.410.148.857.538.8411.0120/09/2019
GBP Adventurous Allocation14.161.724.327.477.529.0620/09/2019
Finland Equity13.380.12-1.347.4411.2612.1320/09/2019
Asia-Pacific inc. Japan Equity12.712.004.117.449.5311.5920/09/2019
Sector Equity Healthcare12.02-0.163.237.4010.4812.6320/09/2019
UK Mid-Cap Equity19.153.06-0.137.368.2511.5220/09/2019
Israel Large/Mid-Cap Equity18.786.273.517.27-13.2918/09/2019
Emerging Europe ex-Russia Equity7.53-0.157.637.215.7714.4320/09/2019
Global Emerging Markets Equity11.55-0.228.527.206.9412.7620/09/2019
Spain Equity5.09-0.50-7.227.185.4413.4320/09/2019
USD Aggressive Allocation14.692.627.977.178.919.5220/09/2019
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
Target Date 2031 - 203512.221.354.266.957.788.6020/09/2019
Europe ex-UK Small/Mid-Cap Equity14.19-0.79-4.506.9110.7312.6020/09/2019
Property - Indirect Global21.672.4616.476.8410.8010.9520/09/2019
Europe Large-Cap Blend Equity16.510.642.486.766.8410.8220/09/2019
Islamic Global Equity12.631.931.666.667.8410.1820/09/2019
Hong Kong Equity6.70-4.812.816.529.1314.1520/09/2019
Sweden Equity13.49-0.290.376.488.7412.1420/09/2019
USD Moderate Allocation13.182.9810.456.488.748.2420/09/2019
Global High Yield Bond12.123.0512.196.439.257.8320/09/2019
USD High Yield Bond12.133.0611.376.389.087.8420/09/2019
Vietnam Equity7.763.951.236.2511.5113.4720/09/2019
Nordic Equity13.10-1.080.726.238.4711.3220/09/2019
EUR Aggressive Allocation - Global12.551.152.526.176.899.3620/09/2019
Nordic Small/Mid-Cap Equity11.96-2.97-4.186.1511.9013.0120/09/2019
GBP Moderately Adventurous Allocation12.711.784.686.106.497.4620/09/2019
UK Large-Cap Equity14.241.233.146.075.549.9420/09/2019
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
Target Date 2026 - 203012.121.585.426.027.067.8320/09/2019
Global Bond - ILS14.774.4114.206.019.698.6720/09/2019
EUR Aggressive Allocation9.850.540.776.016.939.8020/09/2019
Europe Large-Cap Value Equity12.400.93-1.035.985.4911.7220/09/2019
Eurozone Flex-Cap Equity13.361.210.815.967.7112.8920/09/2019
Europe Equity Income13.240.882.435.946.2810.8220/09/2019
Global Emerging Markets Corporate Bond12.613.1517.225.909.778.5320/09/2019
UK Flex-Cap Equity14.591.00-0.405.896.1811.0820/09/2019
Property - Indirect Europe13.952.023.395.889.6911.6620/09/2019
Sector Equity Natural Resources14.031.37-0.015.772.1716.0220/09/2019
Germany Small/Mid-Cap Equity11.620.33-5.775.758.2213.7820/09/2019
USD Flexible Allocation12.792.679.095.718.699.0820/09/2019
Germany Large-Cap Equity14.41-0.05-3.325.656.9713.6420/09/2019
Europe Flex-Cap Equity13.59-0.05-2.135.527.6211.9120/09/2019
Global Corporate Bond - USD Hedged12.804.0716.945.429.708.6320/09/2019
Denmark Equity12.73-2.36-1.685.4112.6612.9120/09/2019
EUR Bond - Long Term18.205.6922.335.299.7911.9220/09/2019
Property - Indirect North America25.353.3320.175.2412.2214.8920/09/2019
Global Emerging Markets Allocation9.790.409.185.235.6710.1020/09/2019
Global Flexible Bond - USD Hedged10.333.1713.905.168.788.1620/09/2019
Islamic Global Bond12.335.0721.385.119.269.4220/09/2019
Asia Allocation11.431.7410.795.087.949.3620/09/2019
USD Corporate Bond13.464.3317.795.089.278.7420/09/2019
Global Emerging Markets Bond12.042.1216.214.908.618.9820/09/2019
USD Flexible Bond9.813.0212.664.888.488.2320/09/2019
USD Cautious Allocation10.172.9511.124.877.827.8820/09/2019
Asia High Yield Bond11.082.0114.914.7810.228.3720/09/2019
CHF Aggressive Allocation12.431.595.154.726.239.0820/09/2019
Convertible Bond - Global, USD Hedged11.142.737.974.728.387.9520/09/2019
Sector Equity Communications19.061.6710.294.697.2713.1320/09/2019
ASEAN Equity8.28-1.358.984.694.8511.3020/09/2019
Asia Bond11.203.1916.654.648.848.4320/09/2019
Global Corporate Bond10.773.0713.604.627.957.6720/09/2019
EUR High Yield Bond6.200.643.124.545.957.2220/09/2019
GBP High Yield Bond9.131.834.864.534.303.6020/09/2019
GBP Moderate Allocation9.981.604.244.464.945.5820/09/2019
GBP Inflation-Linked Bond12.383.2415.384.458.119.2220/09/2019
Global High Yield Bond - GBP Hedged9.341.424.794.453.593.7020/09/2019
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
UK Equity Income11.670.920.684.295.069.8920/09/2019
GBP Flexible Allocation10.031.333.454.264.746.3020/09/2019
Sector Equity Biotechnology13.28-4.41-5.774.197.9618.7420/09/2019
Global Flexible Bond7.651.869.674.117.847.8320/09/2019
Global Bond - USD Hedged8.462.7614.144.108.418.8120/09/2019
Global Inflation-Linked Bond - USD Hedged9.093.0813.204.079.259.4620/09/2019
Property - Direct UK0.26-0.070.404.033.712.2920/09/2019
EUR Flexible Allocation - Global8.090.690.943.994.918.6920/09/2019
Global Emerging Markets Small/Mid-Cap Equity10.50-0.107.493.985.8812.5220/09/2019
Global Emerging Markets Bond - Local Currency9.491.4917.103.944.6710.6220/09/2019
EUR Moderate Allocation - Global8.090.772.323.935.267.6520/09/2019
RMB High Yield Bond9.201.4714.593.91-8.1020/09/2019
Convertible Bond - Global8.290.914.083.917.397.3420/09/2019
Global High Yield Bond - EUR Hedged6.440.232.813.874.757.1920/09/2019
EUR Flexible Allocation7.350.370.613.874.669.1320/09/2019
Target Date 2021 - 20257.750.832.843.794.927.0920/09/2019
Asia Bond - Local Currency7.712.7515.753.757.198.4520/09/2019
Africa Equity6.520.045.353.74-2.5214.1120/09/2019
RMB Bond4.820.0610.073.707.177.8820/09/2019
USD Diversified Bond9.763.3915.253.698.138.7220/09/2019
Global Bond - GBP Biased10.602.228.743.573.083.5820/09/2019
India Equity0.36-3.922.473.558.4518.6920/09/2019
AUD Bond-4.89-3.44-3.813.50-1.0312.6127/04/2018
CHF Moderate Allocation10.421.835.833.496.058.3620/09/2019
EUR Moderate Allocation6.880.340.753.494.758.2020/09/2019
NOK High Yield Bond1.48-2.85-1.183.41-0.609.5820/09/2019
GBP Corporate Bond9.312.689.133.415.214.4520/09/2019
Canada Equity21.003.286.813.401.3011.8920/09/2019
GBP Cautious Allocation7.541.775.413.304.283.2420/09/2019
Property - Direct Other10.4610.8612.573.284.7411.0620/09/2019
GBP Moderately Cautious Allocation8.271.574.913.274.103.8220/09/2019
Global Frontier Markets Equity5.37-1.663.463.222.4610.1220/09/2019
Target Date 2016 - 20204.440.563.113.114.526.6820/09/2019
Global High Yield Bond - CHF Hedged8.821.375.493.045.978.4920/09/2019
Global Inflation-Linked Bond6.981.5911.213.034.247.7620/09/2019
GBP Flexible Bond7.652.146.513.024.253.6620/09/2019
GBP Diversified Bond8.552.728.802.975.004.6920/09/2019
USD Diversified Bond - Short Term4.762.119.362.946.738.2620/09/2019
NOK Moderate Allocation8.18-1.76-0.082.933.359.4920/09/2019
Global Flexible Bond - GBP Hedged7.081.225.542.872.912.8320/09/2019
DKK Bond1.65-0.653.152.854.726.9620/09/2019
GBP Government Bond10.434.4112.632.825.906.6420/09/2019
Global Bond - USD Biased8.002.6411.852.797.028.1520/09/2019
Global Emerging Markets Corporate Bond - EUR Biased6.020.156.612.724.608.0920/09/2019
Europe Bond5.061.516.382.654.957.2120/09/2019
EUR Corporate Bond4.130.324.412.634.597.2120/09/2019
USD Money Market - Short Term3.302.088.172.596.408.1820/09/2019
USD Government Bond7.052.7013.242.587.019.5820/09/2019
USD Money Market3.642.178.422.576.368.1520/09/2019
EUR Cautious Allocation4.710.312.442.574.046.9920/09/2019
Global Bond6.951.7710.632.495.977.7720/09/2019
Global Corporate Bond - GBP Hedged8.501.757.812.483.222.9720/09/2019
EUR Cautious Allocation - Global5.020.432.382.454.146.9420/09/2019
Emerging Europe Bond6.231.9211.012.444.978.9020/09/2019
DKK Domestic Bond0.62-0.812.122.434.256.8520/09/2019
HKD Bond4.831.9010.342.407.088.4620/09/2019
Asia ex-Japan Small/Mid-Cap Equity8.52-0.305.002.375.5713.0920/09/2019
EUR Flexible Bond3.660.372.972.363.817.2320/09/2019
SEK Moderate Allocation4.82-0.340.242.344.818.4720/09/2019
EUR Government Bond4.671.466.512.284.507.7720/09/2019
Global Emerging Markets Bond - EUR Biased6.67-0.516.912.274.519.3720/09/2019
Global Flexible Bond - EUR Hedged3.72-0.233.152.163.817.3220/09/2019
Global Corporate Bond - EUR Hedged6.010.695.942.164.217.7520/09/2019
USD Inflation-Linked Bond8.392.1512.172.156.359.1120/09/2019
Convertible Bond - Global, GBP Hedged7.970.66-0.072.121.855.3920/09/2019
Convertible Bond - Europe4.31-0.17-1.052.104.187.3320/09/2019
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
Global Corporate Bond - CHF Hedged9.092.009.432.066.559.6020/09/2019
Convertible Bond - Global, EUR Hedged5.10-0.62-1.272.053.677.3320/09/2019
CHF Cautious Allocation7.831.535.312.044.928.3920/09/2019
EUR Inflation-Linked Bond3.221.392.862.023.887.8520/09/2019
Convertible Bond - Global, CHF Hedged7.570.711.931.985.528.6720/09/2019
SEK Flexible Allocation5.32-0.60-0.081.973.839.5720/09/2019
EUR Diversified Bond3.460.634.431.964.167.3020/09/2019
Target Date 2011 - 20152.11-0.111.121.922.676.8620/09/2019
Global Inflation-Linked Bond - GBP Hedged6.201.195.751.872.823.3820/09/2019
Global Bond - EUR Biased3.260.554.371.764.027.0920/09/2019
Global Bond - GBP Hedged5.280.855.981.712.283.1220/09/2019
Global Flexible Bond - CHF Hedged6.350.866.281.685.058.8920/09/2019
CAD Money Market-4.28-1.29-0.271.58-1.9210.3527/04/2018
Sector Equity Energy9.34-0.70-10.481.52-4.7316.2420/09/2019
CAD Bond-5.50-1.93-2.591.44-0.2410.7427/04/2018
NOK Cautious Allocation4.33-2.24-0.781.411.678.9120/09/2019
RMB Bond - Onshore1.52-0.447.931.285.808.1820/09/2019
EUR Corporate Bond - Short Term0.40-0.590.691.232.856.7120/09/2019
Global Bond - CHF Biased6.201.367.401.224.659.2820/09/2019
Global Bond - EUR Hedged2.39-0.373.571.213.107.7020/09/2019
South Africa & Namibia Equity3.92-5.232.081.202.1517.6020/09/2019
Global Inflation-Linked Bond - EUR Hedged3.12-0.063.431.183.978.1420/09/2019
CHF Bond4.191.266.741.105.019.5820/09/2019
Global Bond - CHF Hedged5.220.757.271.104.789.5320/09/2019
Property - Direct Europe0.27-0.341.311.092.698.2120/09/2019
France Small/Mid-Cap Equity11.27-0.28-10.571.013.9714.8320/09/2019
Global Bond - NOK Hedged2.82-3.181.840.870.759.6020/09/2019
EUR Government Bond - Short Term-0.67-0.740.640.682.317.1620/09/2019
EUR Diversified Bond - Short Term-0.72-0.720.030.672.426.7520/09/2019
Commodities - Broad Basket5.121.99-0.890.53-4.7210.9520/09/2019
EUR Ultra Short-Term Bond-1.71-0.92-0.800.502.196.6420/09/2019
NOK Bond - Short Term0.04-2.88-2.000.390.168.9820/09/2019
EUR Money Market-1.99-0.98-0.940.372.066.6320/09/2019
GBP Diversified Bond - Short Term1.380.411.630.360.660.7220/09/2019
GBP Money Market - Short Term0.510.170.670.360.310.0920/09/2019
GBP Money Market0.390.130.570.260.240.0820/09/2019
EUR Money Market - Short Term-2.23-1.06-1.150.221.926.6320/09/2019
Sector Equity Precious Metals35.3817.7045.740.158.8924.2220/09/2019
Property - Direct Global0.17-0.430.710.151.348.4720/09/2019
JPY Bond6.951.4315.310.147.9711.4220/09/2019
NOK Bond-0.01-3.03-1.540.040.438.9320/09/2019
CHF Money Market0.590.281.77-0.143.518.6120/09/2019
CHF Bond - Short Term0.550.191.94-0.253.668.7220/09/2019
Indonesia Equity2.75-2.2813.40-0.302.3117.2320/09/2019
SEK Cautious Allocation-0.53-0.64-1.01-0.361.828.1620/09/2019
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
Commodities - Energy6.18-12.88-29.07-1.02-21.7607/08/2019
SEK Corporate Bond-4.55-1.04-2.42-1.630.259.1020/09/2019
SEK Bond-4.14-1.09-0.80-1.960.949.1620/09/2019
Korea Equity-5.03-3.58-10.68-2.560.6915.5520/09/2019
SEK Ultra Short-Term Bond-7.04-1.61-4.42-3.25-1.039.0820/09/2019
TRY Bond-8.53-5.41-14.57-5.57-9.8118.0627/04/2018
Commodities - Broad Agriculture-10.35-9.45-8.73-8.90-6.4413.0220/09/2019
Turkey Equity4.186.1118.81-9.40-5.6032.3120/09/2019
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-6.35-2.681.08---19/09/2019
Commodities - Industrial & Broad Metals-3.52-1.31---12.4819/09/2019
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-------
Property - Indirect Switzerland7.1411.17---10.0931/07/2019
Trading - Leveraged/Inverse Commodities-------
Trading - Leveraged/Inverse Equity-------
Trading - Leveraged/Inverse Fixed Income-------
Trading - Leveraged/Inverse Other-------
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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