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
EUR Money Market - Short Term12130.6912084.7912634.4948.5812.978.3021/03/2019
Brazil Equity7.908.918.0423.075.8735.1021/03/2019
Sector Equity Technology14.9016.336.5020.8316.5016.0621/03/2019
BRIC Equity10.7710.523.0720.5713.1016.3621/03/2019
Russia Equity11.109.895.0419.6510.0418.1021/03/2019
US Large-Cap Growth Equity13.2915.5314.4918.7215.2612.7921/03/2019
Norway Equity10.8411.666.1218.379.2615.3521/03/2019
China Equity14.2514.68-4.7517.3713.1216.5421/03/2019
Hong Kong Equity10.2410.300.3317.1513.4914.9821/03/2019
Greater China Equity12.6612.97-4.3916.8712.9616.0421/03/2019
US Small-Cap Equity12.5514.347.6216.5511.3415.0921/03/2019
US Flex-Cap Equity11.7713.6010.5815.7312.8612.9121/03/2019
Sector Equity Biotechnology18.3920.719.8415.5010.4419.0821/03/2019
Thailand Equity5.233.32-0.9115.4411.6214.6021/03/2019
US Large-Cap Blend Equity10.5311.6611.6215.2113.4611.7621/03/2019
Switzerland Small/Mid-Cap Equity11.5312.51-1.1714.8412.8013.1621/03/2019
Latin America Equity8.149.532.8114.755.3724.4621/03/2019
Global Large-Cap Growth Equity11.5112.197.0714.5711.5411.5621/03/2019
Asia ex Japan Equity9.329.65-3.1914.5411.5414.5921/03/2019
Sector Equity Industrial Materials11.4912.422.6914.478.3913.7721/03/2019
Greater China Allocation9.329.503.5414.43-12.1721/03/2019
Asia-Pacific ex-Japan Equity8.208.780.2814.2910.6714.1021/03/2019
Greece Equity11.869.18-5.1814.14-20.8721/03/2019
India Equity2.122.874.7914.1015.7619.5221/03/2019
Vietnam Equity4.823.54-9.8713.9712.9515.5921/03/2019
Japan Small/Mid-Cap Equity4.416.24-8.9613.8515.2916.3021/03/2019
Austria Equity8.726.25-11.6413.746.4516.1321/03/2019
Finland Equity11.0410.803.2813.7010.6812.8621/03/2019
Sector Equity Healthcare9.3010.2915.1913.6611.4613.4221/03/2019
Global Emerging Markets Equity8.448.79-3.1713.619.0114.8721/03/2019
US Mid-Cap Equity11.3912.747.1713.4611.6413.3021/03/2019
Emerging Europe Equity9.138.09-1.3313.196.2215.7021/03/2019
Property - Indirect Asia9.578.9213.5613.0811.8912.5421/03/2019
Global Small-Cap Equity10.7211.992.3012.999.7811.8121/03/2019
Pacific ex-Japan Equity8.7010.226.0112.968.6212.7721/03/2019
Asia-Pacific ex-Japan Equity Income7.738.154.2812.9310.1212.7221/03/2019
Taiwan Large-Cap Equity6.576.80-1.2612.9210.8416.3021/03/2019
Nordic Small/Mid-Cap Equity8.499.35-0.4712.8610.0313.2421/03/2019
Sector Equity Water12.3011.736.6212.828.6311.2221/03/2019
US Large-Cap Value Equity8.559.329.3512.7611.8511.9721/03/2019
Sector Equity Financial Services8.338.96-3.0412.767.9714.4321/03/2019
France Large-Cap Equity11.3510.763.9712.667.5412.0821/03/2019
Asia-Pacific inc. Japan Equity6.957.35-1.6212.6310.6812.8021/03/2019
Sector Equity Natural Resources10.6011.403.1612.532.0818.4921/03/2019
Netherlands Equity13.7513.41-6.9012.3310.3912.4221/03/2019
Global Large-Cap Blend Equity9.549.665.7912.149.6210.7921/03/2019
Islamic Global Equity7.668.015.0112.087.9310.6421/03/2019
Sector Equity Utilities8.245.9325.1012.0210.1415.1021/03/2019
Europe High Yield Bond-1.32-0.717.2811.946.739.0627/04/2018
Sector Equity Ecology12.1112.083.3311.758.1411.7721/03/2019
Sweden Small/Mid-Cap Equity7.829.498.9611.7412.5212.9621/03/2019
Eurozone Small-Cap Equity4.293.56-12.6011.747.6213.9821/03/2019
Global Flex-Cap Equity10.2010.202.5211.688.6612.1921/03/2019
China Equity - A Shares25.4124.92-2.8211.6319.6418.3121/03/2019
Switzerland Large-Cap Equity8.789.266.1711.527.8210.3321/03/2019
Sector Equity Consumer Goods & Services10.4310.668.7611.3910.1012.8221/03/2019
Japan Flex-Cap Equity5.036.68-7.6711.3611.8614.7521/03/2019
Europe Small-Cap Equity8.549.20-7.6911.148.5313.1521/03/2019
Global Large-Cap Value Equity8.058.353.5411.128.9310.9621/03/2019
Japan Large-Cap Equity3.934.81-3.7611.0711.1212.6221/03/2019
Sector Equity Infrastructure9.028.1013.6911.049.5513.6721/03/2019
Target Date 2046+8.288.345.1410.998.3610.1721/03/2019
Singapore Equity3.924.670.3010.857.9813.4621/03/2019
Eurozone Mid-Cap Equity10.1910.83-8.6110.816.5713.2021/03/2019
Sector Equity Private Equity7.768.708.6610.765.0612.1321/03/2019
Target Date 2041 - 20457.857.854.5710.678.129.9121/03/2019
Target Date 2036 - 20407.857.873.4310.637.829.4321/03/2019
Global Equity Income8.018.157.1210.618.9710.2021/03/2019
Europe ex-UK Small/Mid-Cap Equity9.6910.52-4.8310.588.5012.4921/03/2019
Denmark Equity9.389.31-0.3310.5112.8713.2121/03/2019
USD Aggressive Allocation6.155.477.4610.468.5010.2021/03/2019
Europe Mid-Cap Equity11.0311.41-2.6310.447.8412.0021/03/2019
Global Emerging Markets Small/Mid-Cap Equity7.788.58-5.7610.078.0214.4121/03/2019
UK Small-Cap Equity7.648.41-3.129.997.1613.4021/03/2019
Emerging Europe ex-Russia Equity3.032.89-4.109.915.6815.8021/03/2019
Global Emerging Markets Allocation5.495.28-0.669.886.3312.2121/03/2019
Sector Equity Agriculture7.817.975.269.686.0911.5221/03/2019
USD High Yield Bond3.523.1011.609.687.779.2721/03/2019
Australia & New Zealand Equity7.459.402.479.684.9714.3521/03/2019
Global High Yield Bond3.162.6810.519.667.939.1221/03/2019
Target Date 2031 - 20356.046.053.549.667.169.2721/03/2019
Europe ex-UK Large-Cap Equity8.708.87-1.019.646.7211.3721/03/2019
Global Frontier Markets Equity5.406.07-9.369.514.9210.7221/03/2019
Sector Equity Alternative Energy13.6313.654.489.504.1513.9621/03/2019
Nordic Equity8.819.522.659.507.6811.1321/03/2019
Eurozone Large-Cap Equity8.838.24-1.859.505.5912.1221/03/2019
Eurozone Flex-Cap Equity8.027.29-1.229.476.1512.7221/03/2019
GBP Adventurous Allocation7.907.732.609.437.238.9521/03/2019
NOK High Yield Bond1.371.681.159.39-0.8411.1321/03/2019
Africa & Middle East Equity4.774.535.159.323.2611.4421/03/2019
Sweden Equity6.387.862.629.266.7811.2921/03/2019
Asia Allocation5.315.334.549.258.5011.0621/03/2019
Europe Large-Cap Growth Equity10.7711.042.889.237.2211.0521/03/2019
Asia ex-Japan Small/Mid-Cap Equity7.418.05-4.159.107.4914.1921/03/2019
Sector Equity Energy13.6814.469.469.05-1.9517.7021/03/2019
EUR Aggressive Allocation - Global6.325.630.879.046.069.9921/03/2019
Global Emerging Markets Corporate Bond2.522.1210.618.959.1110.0021/03/2019
Asia High Yield Bond4.003.5710.318.9410.569.9321/03/2019
Commodities - Energy19.7317.611.318.92-10.0321.2020/03/2019
Germany Small/Mid-Cap Equity6.495.82-9.898.825.5914.0021/03/2019
Europe Large-Cap Blend Equity9.659.651.358.785.6310.6221/03/2019
Target Date 2026 - 20305.615.422.458.766.488.8221/03/2019
USD Moderate Allocation4.314.248.828.768.079.3221/03/2019
Europe Large-Cap Value Equity8.627.97-1.538.714.7211.4321/03/2019
EUR Aggressive Allocation4.964.29-0.918.605.5210.1821/03/2019
ASEAN Equity4.034.20-2.538.576.6313.5721/03/2019
Property - Indirect Global10.208.5016.878.5210.2112.6221/03/2019
Poland Equity4.053.55-6.618.382.4318.4621/03/2019
Global Emerging Markets Bond3.282.898.368.368.3510.8421/03/2019
Europe Equity Income8.277.952.378.315.7410.5321/03/2019
Spain Equity5.154.82-3.088.301.8614.0721/03/2019
Germany Large-Cap Equity7.416.42-9.528.184.8013.8421/03/2019
UK Large-Cap Equity10.0410.615.718.185.539.7021/03/2019
Global High Yield Bond - EUR Hedged2.031.550.418.133.009.2221/03/2019
USD Flexible Allocation4.434.348.028.087.6110.0821/03/2019
Global Bond - ILS3.303.776.108.037.599.8921/03/2019
Property - Indirect Europe9.907.286.518.039.9012.6121/03/2019
EUR High Yield Bond1.130.770.168.004.119.0221/03/2019
Europe Flex-Cap Equity9.138.63-3.477.935.3111.8621/03/2019
NOK Moderate Allocation5.716.350.987.793.5310.3521/03/2019
South Africa & Namibia Equity2.503.07-13.337.753.8920.6020/03/2019
Property - Indirect Eurozone7.283.842.327.6811.0313.3818/03/2019
GBP Moderately Adventurous Allocation6.946.923.207.616.157.4321/03/2019
Italy Equity11.2910.64-8.837.612.5016.8421/03/2019
UK Flex-Cap Equity10.0510.861.777.545.3211.5421/03/2019
USD Flexible Bond1.120.7910.737.407.379.5021/03/2019
Global Flexible Bond - USD Hedged0.980.6210.557.377.669.2221/03/2019
RMB Bond2.392.536.947.257.798.9021/03/2019
Convertible Bond - Global, USD Hedged3.933.955.627.237.618.7021/03/2019
Islamic Global Bond1.341.719.117.227.1911.1121/03/2019
Convertible Bond - Global3.062.942.557.175.948.3521/03/2019
GBP Inflation-Linked Bond5.594.867.307.167.8110.3821/03/2019
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
UK Mid-Cap Equity11.2112.02-1.287.146.2212.4921/03/2019
Asia Bond1.941.6811.487.118.059.8121/03/2019
Global Emerging Markets Bond - Local Currency2.312.470.617.104.0113.4821/03/2019
Global Corporate Bond - USD Hedged1.240.8711.877.038.189.7021/03/2019
Global Flexible Bond0.840.496.827.006.779.2921/03/2019
Global Emerging Markets Corporate Bond - EUR Biased1.110.77-0.386.863.4310.2121/03/2019
Global Inflation-Linked Bond - USD Hedged0.45-0.0911.106.868.2611.0221/03/2019
USD Cautious Allocation1.561.189.266.786.739.0821/03/2019
EUR Flexible Allocation - Global3.422.69-1.126.753.779.7221/03/2019
EUR Moderate Allocation - Global3.142.580.066.734.208.8421/03/2019
Sector Equity Precious Metals8.4210.549.836.713.4032.6021/03/2019
Property - Indirect North America11.409.5724.906.5710.7417.1421/03/2019
Global Emerging Markets Bond - EUR Biased2.081.74-1.156.563.5711.7021/03/2019
USD Corporate Bond1.200.8311.976.457.549.9021/03/2019
Property - Indirect Switzerland1.783.334.756.378.2811.2820/03/2019
Israel Large/Mid-Cap Equity7.403.8610.286.29-13.4420/03/2019
Target Date 2021 - 20252.562.390.596.274.188.3721/03/2019
EUR Moderate Allocation3.122.41-1.026.273.649.1221/03/2019
Global Corporate Bond1.210.958.466.246.538.9821/03/2019
DKK Bond-1.41-1.622.516.223.658.8121/03/2019
Africa Equity4.314.50-11.806.21-2.0014.8221/03/2019
Asia Bond - Local Currency0.370.568.316.116.8010.5421/03/2019
NOK Cautious Allocation3.163.69-0.556.091.9510.2221/03/2019
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
EUR Flexible Allocation2.842.12-2.656.042.8910.0821/03/2019
CHF Aggressive Allocation3.593.332.435.983.8810.2421/03/2019
UK Equity Income9.249.793.925.885.329.8421/03/2019
Global High Yield Bond - CHF Hedged1.711.634.175.873.8410.5521/03/2019
Global Bond - NOK Hedged1.942.391.025.831.1111.1121/03/2019
Indonesia Equity3.434.554.135.833.7620.0021/03/2019
Commodities - Broad Basket5.314.24-0.515.82-5.8013.6121/03/2019
DKK Domestic Bond-1.62-1.842.185.823.178.7321/03/2019
EUR Bond - Long Term0.710.345.785.817.6314.0521/03/2019
Global Bond - USD Hedged-0.18-0.3810.745.797.4210.0321/03/2019
Canada Equity10.6812.058.165.731.2513.4421/03/2019
Convertible Bond - Europe1.731.19-2.915.672.738.4321/03/2019
GBP Flexible Allocation5.996.081.105.654.656.3521/03/2019
GBP Moderate Allocation5.525.482.245.654.785.7821/03/2019
EUR Corporate Bond-0.78-1.070.745.593.169.0321/03/2019
Global Flexible Bond - EUR Hedged-0.25-0.59-0.795.582.349.1021/03/2019
Global High Yield Bond - GBP Hedged5.535.512.085.553.254.2721/03/2019
Target Date 2016 - 20200.040.080.985.513.288.1821/03/2019
Convertible Bond - Global, EUR Hedged2.872.90-3.365.442.318.5121/03/2019
SEK Moderate Allocation1.282.26-0.595.393.659.0621/03/2019
CHF Moderate Allocation2.442.462.755.384.409.8821/03/2019
NOK Bond - Short Term0.480.83-0.055.30-0.0910.3921/03/2019
GBP High Yield Bond4.474.451.445.283.954.5221/03/2019
EUR Cautious Allocation - Global0.710.17-0.405.152.798.4921/03/2019
Global Inflation-Linked Bond0.270.026.735.133.759.2721/03/2019
Global Bond - USD Biased0.37-0.217.645.116.129.6521/03/2019
EUR Cautious Allocation0.45-0.05-0.115.042.618.4021/03/2019
USD Diversified Bond-0.30-0.5910.974.976.699.9121/03/2019
EUR Flexible Bond-0.83-1.21-0.414.841.898.9621/03/2019
Global Corporate Bond - EUR Hedged-0.10-0.410.224.812.359.6621/03/2019
USD Diversified Bond - Short Term-1.55-1.9010.074.755.649.4621/03/2019
Europe Bond-0.81-1.121.014.713.578.8521/03/2019
NOK Bond0.570.960.454.700.3010.5321/03/2019
RMB Bond - Onshore1.261.597.634.697.339.1621/03/2019
GBP Corporate Bond3.823.863.434.634.855.2321/03/2019
Global Inflation-Linked Bond - EUR Hedged-1.08-1.49-0.054.592.5310.5221/03/2019
SEK Flexible Allocation1.612.59-1.224.562.799.9521/03/2019
USD Money Market - Short Term-2.17-2.549.674.475.519.3621/03/2019
Emerging Europe Bond-0.70-0.96-0.294.463.4510.5821/03/2019
Sector Equity Communications9.599.807.594.416.2713.2621/03/2019
Target Date 2011 - 2015-0.50-0.020.774.371.737.9421/03/2019
USD Money Market-2.04-2.469.624.355.379.3221/03/2019
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
EUR Inflation-Linked Bond-2.06-2.66-0.994.322.129.3621/03/2019
EUR Diversified Bond-1.64-1.980.104.292.659.0421/03/2019
Convertible Bond - Global, CHF Hedged2.212.590.934.273.6410.1521/03/2019
HKD Bond-1.45-1.739.874.276.329.8521/03/2019
GBP Moderately Cautious Allocation4.054.022.184.263.884.1521/03/2019
Korea Equity3.113.09-8.734.254.6817.1121/03/2019
Global Bond-0.35-0.475.244.224.659.5321/03/2019
USD Inflation-Linked Bond-0.01-0.2610.474.204.8710.2421/03/2019
Global Bond - EUR Biased-1.45-1.790.604.192.538.8321/03/2019
Global Flexible Bond - CHF Hedged-0.44-0.403.044.113.1110.6921/03/2019
EUR Corporate Bond - Short Term-2.11-2.41-0.724.101.348.4021/03/2019
Global Bond - GBP Biased4.864.681.764.052.794.2621/03/2019
EUR Government Bond-1.79-2.110.923.992.959.4821/03/2019
GBP Cautious Allocation3.373.322.023.983.953.6221/03/2019
GBP Diversified Bond3.073.102.983.944.735.2721/03/2019
USD Government Bond-1.12-1.2610.583.875.4810.6521/03/2019
Commodities - Precious Metals-0.091.273.393.801.5218.5421/03/2019
GBP Flexible Bond2.962.921.523.754.004.1721/03/2019
Property - Direct Europe-2.58-2.85-0.683.741.149.7321/03/2019
Global Bond - EUR Hedged-1.39-1.57-0.633.731.639.5121/03/2019
JPY Bond-2.57-1.444.803.594.9914.9521/03/2019
EUR Diversified Bond - Short Term-2.61-2.95-0.863.561.078.4121/03/2019
GBP Government Bond3.293.314.533.505.417.1221/03/2019
AUD Bond-4.89-3.44-3.813.50-1.0312.6127/04/2018
Global Corporate Bond - CHF Hedged-0.31-0.274.373.464.1011.4221/03/2019
EUR Ultra Short-Term Bond-2.98-3.31-0.813.390.778.3121/03/2019
Global Bond - CHF Biased-0.51-0.863.203.342.9810.9021/03/2019
EUR Money Market-3.20-3.53-0.743.290.668.3021/03/2019
Global Flexible Bond - GBP Hedged3.293.341.023.242.693.1121/03/2019
EUR Government Bond - Short Term-2.94-3.25-0.583.190.838.7521/03/2019
CHF Cautious Allocation0.190.151.822.962.909.9921/03/2019
Global Bond - CHF Hedged-1.27-1.184.172.913.3611.2621/03/2019
France Small/Mid-Cap Equity5.767.74-16.502.881.9114.7121/03/2019
Property - Direct Global-3.14-3.37-0.262.84-0.3710.0221/03/2019
Property - Direct UK0.510.502.992.795.073.5621/03/2019
Convertible Bond - Global, GBP Hedged6.617.23-3.322.521.985.3821/03/2019
CHF Bond-1.92-1.985.232.483.2011.1821/03/2019
Global Inflation-Linked Bond - GBP Hedged2.702.622.282.342.713.7121/03/2019
Global Corporate Bond - GBP Hedged3.233.352.282.212.603.1221/03/2019
SEK Cautious Allocation-2.35-1.43-2.742.120.289.1521/03/2019
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
Global Bond - GBP Hedged2.162.331.041.712.353.1021/03/2019
CAD Money Market-4.28-1.29-0.271.58-1.9210.3527/04/2018
CHF Money Market-3.38-3.412.591.571.6610.3521/03/2019
CAD Bond-5.50-1.93-2.591.44-0.2410.7427/04/2018
CHF Bond - Short Term-3.46-3.472.431.351.7510.4521/03/2019
SEK Corporate Bond-4.84-3.95-3.191.08-1.4210.0821/03/2019
SEK Bond-5.15-4.24-2.010.48-0.3810.3421/03/2019
GBP Diversified Bond - Short Term0.420.460.800.340.510.8821/03/2019
GBP Money Market - Short Term0.140.170.490.280.280.0521/03/2019
GBP Money Market0.120.130.420.230.240.0721/03/2019
SEK Bond - Short Term-5.78-4.87-3.95-0.52-2.449.9521/03/2019
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
SEK Ultra Short-Term Bond-5.90-4.98-4.02-0.78-2.569.9721/03/2019
Property - Direct Other-7.00-6.39-1.18-2.03-5.0915.1021/03/2019
Commodities - Broad Agriculture-3.36-4.32-11.09-4.86-9.3813.3321/03/2019
TRY Bond-8.53-5.41-14.57-5.57-9.8118.0627/04/2018
Turkey Equity5.084.23-28.75-8.98-2.3432.2421/03/2019
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-4.21-5.85-18.81---20/03/2019
Commodities - Industrial & Broad Metals4.503.33---16.6720/03/2019
Commodities - Other-------
Convertible Bond - Other-------
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 Bond2.802.5411.33--9.1521/03/2019
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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