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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
China Equity - A Shares13.729.9816.4135.7118.7832.4221/07/2017
Switzerland Small/Mid-Cap Equity23.6411.8339.1125.1824.1012.3821/07/2017
Sector Equity Technology20.3810.1233.8523.6819.8714.0321/07/2017
Denmark Equity22.1613.6528.7923.1126.1911.7721/07/2017
Japan Small/Mid-Cap Equity14.869.6325.6222.7821.4013.8921/07/2017
India Equity22.605.4725.3121.4318.2218.7121/07/2017
Sweden Small/Mid-Cap Equity14.668.9024.4821.2221.9613.7221/07/2017
Eurozone Small-Cap Equity24.1014.5737.5020.6212.6713.0121/07/2017
Netherlands Equity20.4613.7736.7519.6517.8712.6621/07/2017
US Large-Cap Growth Equity11.316.1920.9119.5317.8811.5021/07/2017
China Equity22.2311.9131.1319.2914.6220.1721/07/2017
Sector Equity Biotechnology15.058.9921.5819.2522.1823.6921/07/2017
Finland Equity16.4012.7031.8818.4021.0012.7321/07/2017
Japan Flex-Cap Equity11.348.3024.1518.3917.0013.2321/07/2017
Europe ex-UK Small/Mid-Cap Equity19.2212.4931.3918.3720.6611.7021/07/2017
Greater China Equity22.3511.9929.8218.3214.7118.2121/07/2017
Europe Small-Cap Equity20.7011.7832.4518.0019.8411.8221/07/2017
US Small-Cap Equity2.362.8621.8917.9816.7913.8621/07/2017
US Large-Cap Blend Equity4.923.6816.9717.8717.0510.9521/07/2017
US Mid-Cap Equity1.841.6516.1617.8017.6611.9521/07/2017
Eurozone Mid-Cap Equity22.8513.8836.3417.3721.2713.3821/07/2017
RMB High Yield Bond4.681.558.8217.05-9.5621/07/2017
US Flex-Cap Equity5.483.6618.0116.9016.7911.6921/07/2017
Sector Equity Healthcare12.117.389.9716.7318.4214.1121/07/2017
Global Small-Cap Equity8.976.1522.5316.7317.4810.2121/07/2017
Japan Large-Cap Equity7.955.7820.0016.6314.7612.8321/07/2017
Asia ex Japan Equity21.8210.6127.1316.4812.8615.2121/07/2017
Austria Equity28.6119.8952.9316.3614.3416.4021/07/2017
Global Large-Cap Growth Equity13.018.0420.8416.2415.2910.9121/07/2017
Hong Kong Equity18.8410.3326.4716.1712.4017.4621/07/2017
Nordic Equity14.5210.9524.2516.0916.8411.1821/07/2017
Europe Mid-Cap Equity19.0211.9629.1816.0417.6611.0321/07/2017
Taiwan Large-Cap Equity16.539.0125.0815.9414.5415.2021/07/2017
Asia High Yield Bond-0.52-0.857.8615.8210.1910.1921/07/2017
Asia-Pacific inc. Japan Equity14.027.6722.5415.6513.4813.1121/07/2017
Vietnam Equity6.054.098.2815.4218.8615.3021/07/2017
US Large-Cap Value Equity0.552.0314.8415.4015.9911.2321/07/2017
Switzerland Large-Cap Equity16.839.5626.9915.3717.2611.8021/07/2017
Belgium Equity6.824.7120.1315.3216.8111.2819/07/2017
Sector Equity Private Equity14.358.5730.0114.8516.2611.3021/07/2017
Germany Small/Mid-Cap Equity20.7314.2330.7114.8415.6313.4621/07/2017
Sector Equity Financial Services11.018.8432.6514.8115.0114.4521/07/2017
Sweden Equity13.408.7424.5914.7815.5911.1421/07/2017
Property - Indirect North America-0.98-1.71-2.7314.6510.2717.5721/07/2017
Sector Equity Consumer Goods & Services13.976.6318.3114.4913.3813.1221/07/2017
Global Large-Cap Blend Equity9.136.3118.8614.4714.2110.5521/07/2017
Asia-Pacific ex-Japan Equity17.718.2323.6714.2811.7914.4821/07/2017
France Small/Mid-Cap Equity22.0616.2243.3614.1723.4213.2417/07/2017
Europe ex-UK Large-Cap Equity15.6111.6126.3014.1616.4711.7521/07/2017
Europe Large-Cap Growth Equity15.389.7220.4914.1314.4311.1421/07/2017
Germany Large-Cap Equity15.6711.0030.3014.1016.7115.3021/07/2017
Asia ex-Japan Small/Mid-Cap Equity14.734.4219.6113.8815.1514.6221/07/2017
Global Flex-Cap Equity9.996.7120.4113.7713.5511.4321/07/2017
Global Large-Cap Value Equity6.615.5519.6713.6514.7610.7021/07/2017
UK Mid-Cap Equity13.644.2423.5513.6416.4611.6721/07/2017
BRIC Equity16.418.2127.8213.649.1918.1521/07/2017
Sector Equity Infrastructure10.645.3913.8113.6212.4113.7521/07/2017
Global Emerging Markets Corporate Bond1.190.348.7413.619.0110.0321/07/2017
Global Equity Income6.765.1915.5313.4513.0310.3021/07/2017
UK Small-Cap Equity16.664.7732.2013.4417.1011.8221/07/2017
Global Corporate Bond - USD Hedged-0.940.244.6213.277.6510.1521/07/2017
Asia-Pacific ex-Japan Equity Income13.886.1019.0613.2111.2013.6421/07/2017
Target Date 2046+9.837.3918.4413.1812.1110.0621/07/2017
Eurozone Large-Cap Equity15.5011.6230.3113.1516.3513.2221/07/2017
Sector Equity Ecology11.828.0419.4613.1014.4811.6721/07/2017
Convertible Bond - Global, USD Hedged0.510.8410.2613.0410.308.7321/07/2017
Asia Bond-0.54-0.474.6313.047.1710.0621/07/2017
Target Date 2041 - 20459.287.0417.7912.9711.529.9021/07/2017
Global Emerging Markets Bond2.470.818.3212.827.5111.0521/07/2017
France Large-Cap Equity16.0713.0131.7312.8116.2412.8821/07/2017
Property - Direct Other2.451.8317.0312.785.0313.1721/07/2017
Global Inflation-Linked Bond - USD Hedged-4.67-2.964.1212.686.0411.8921/07/2017
Global High Yield Bond0.470.9611.2312.679.239.1421/07/2017
Global Emerging Markets Small/Mid-Cap Equity17.667.6023.8612.6510.8114.5921/07/2017
Property - Indirect Europe11.529.1710.7312.6214.4913.4921/07/2017
Europe Flex-Cap Equity14.729.8223.1812.5714.5111.6221/07/2017
Target Date 2036 - 20409.697.2717.9512.5612.469.7421/07/2017
Norway Equity13.0312.7036.2712.5512.0814.3521/07/2017
USD Corporate Bond-0.370.633.7212.426.8710.3321/07/2017
Target Date 2031 - 20358.846.9716.7912.3111.649.7521/07/2017
Eurozone Flex-Cap Equity14.0611.7224.1312.3014.9512.6721/07/2017
Global Bond - ILS5.022.2111.3312.3010.9510.2421/07/2017
Sector Equity Water12.345.5321.2912.2815.3210.6921/07/2017
USD Moderate Allocation1.942.0010.1912.269.749.3921/07/2017
USD High Yield Bond-0.250.5010.2912.218.679.1621/07/2017
USD Flexible Bond-0.850.106.6912.186.959.3521/07/2017
Global Flexible Bond - USD Hedged-1.42-0.086.7612.037.169.2221/07/2017
Asia Allocation6.483.5111.4111.997.9612.0921/07/2017
Sector Equity Utilities7.064.496.7111.7610.6815.7021/07/2017
Convertible Bond - Global3.783.5011.3711.7310.218.6521/07/2017
Global Flexible Bond0.541.577.2611.717.049.5621/07/2017
USD Diversified Bond-1.90-0.412.4611.635.6010.5021/07/2017
Global Emerging Markets Equity17.979.1624.7411.628.9015.6121/07/2017
Islamic Global Bond-0.77-0.333.8711.564.439.8321/07/2017
USD Aggressive Allocation3.643.0410.3511.558.749.9921/07/2017
Sector Equity Industrial Materials7.895.4123.3311.5311.3014.7521/07/2017
Convertible Bond - Asia/Japan2.043.4210.1011.529.6810.3721/07/2017
Global Bond - USD Hedged-2.92-0.762.3711.525.9510.2821/07/2017
Property - Indirect Global1.920.251.1711.509.8513.4621/07/2017
Target Date 2026 - 20308.216.7914.8511.4611.579.3921/07/2017
Thailand Equity7.822.5814.4011.4210.0615.2121/07/2017
Global Bond - USD Biased-0.870.101.5611.405.5410.1021/07/2017
USD Flexible Allocation1.581.748.7511.207.669.9721/07/2017
Europe Large-Cap Blend Equity12.439.1721.9111.1513.5311.1021/07/2017
Emerging Europe ex-Russia Equity23.0914.3834.9711.1410.7614.6921/07/2017
USD Inflation-Linked Bond-4.72-2.081.9811.013.7811.2321/07/2017
HKD Bond-3.66-1.351.9710.984.229.9221/07/2017
RMB Bond1.732.174.0510.926.549.2921/07/2017
USD Cautious Allocation-0.360.786.7310.777.029.2721/07/2017
Europe Large-Cap Value Equity11.469.5027.1010.7114.4411.9921/07/2017
Global Corporate Bond0.761.924.8110.576.269.2721/07/2017
CHF Moderate Allocation6.255.6211.5210.579.1511.3921/07/2017
EUR Aggressive Allocation - Global9.638.3117.3010.4210.519.9121/07/2017
EUR Aggressive Allocation12.6110.0520.5010.3610.9510.3121/07/2017
GBP Adventurous Allocation8.335.2215.8510.2810.819.0721/07/2017
Sector Equity Communications3.014.105.1310.2111.1712.7121/07/2017
Global Emerging Markets Allocation11.286.0616.9710.196.9212.8521/07/2017
USD Diversified Bond - Short Term-4.05-1.292.8410.184.569.4021/07/2017
USD Government Bond-2.97-0.651.1910.134.2510.7021/07/2017
Global Corporate Bond - CHF Hedged5.145.127.4710.107.8314.0621/07/2017
Spain Equity17.8510.2632.3110.0417.6915.1521/07/2017
Europe Equity Income11.679.6222.209.9713.3610.8121/07/2017
Islamic Global Equity5.133.0011.119.928.7710.8421/07/2017
USD Money Market - Short Term-4.49-1.432.409.843.989.2521/07/2017
Property - Indirect Asia5.440.044.969.848.9513.9721/07/2017
EUR Bond - Long Term2.927.03-0.359.8110.0415.4721/07/2017
Convertible Bond - Global, CHF Hedged5.805.6411.789.8010.4712.7521/07/2017
Korea Equity18.137.3515.649.787.3516.2921/07/2017
USD Money Market-4.54-1.462.329.753.919.2421/07/2017
Singapore Equity16.726.0718.319.737.6114.8321/07/2017
Global High Yield Bond - CHF Hedged5.485.3512.979.699.8513.2621/07/2017
Asia Bond - Local Currency0.900.512.889.624.5810.6321/07/2017
UK Flex-Cap Equity9.684.3019.599.5413.1910.7221/07/2017
HKD Money Market-5.38-1.991.339.483.849.4821/07/2017
SEK Moderate Allocation8.838.2413.649.468.458.0921/07/2017
Target Date 2021 - 20257.066.6512.129.409.518.6821/07/2017
CHF Aggressive Allocation7.946.0511.549.396.9911.2521/07/2017
Poland Equity27.3111.5942.829.3310.3818.3221/07/2017
Italy Equity19.8016.2034.769.3016.4817.0421/07/2017
Property - Indirect Eurozone7.493.817.539.2310.8813.8421/07/2017
GBP Inflation-Linked Bond-0.62-4.356.699.086.9810.8621/07/2017
UK Large-Cap Growth Equity6.334.1213.689.0811.039.8621/07/2017
Sector Equity Alternative Energy13.819.8718.219.0214.4614.7521/07/2017
Europe High Yield Bond8.909.1415.728.9410.569.0021/07/2017
Global Flexible Bond - CHF Hedged4.134.488.768.927.3213.0721/07/2017
GBP Moderately Adventurous Allocation6.804.0812.878.849.657.6121/07/2017
EMEA Equity8.917.0320.008.747.0015.4521/07/2017
UK Equity Income7.993.8814.798.7111.839.3721/07/2017
EUR High Yield Bond9.189.2715.538.649.979.8221/07/2017
Global Bond1.051.523.948.624.5910.2621/07/2017
Emerging Markets Equity PP6.742.6326.378.588.5913.7302/05/2017
JPY Bond-0.58-3.98-6.098.41-1.4016.7221/07/2017
RMB Bond - Onshore-1.360.850.878.403.369.4221/07/2017
EUR Moderate Allocation8.688.4414.378.358.659.3621/07/2017
Convertible Bond - Europe8.648.6115.508.308.848.7621/07/2017
Global Bond - CHF Hedged3.183.517.638.286.9114.0821/07/2017
Global Frontier Markets Equity9.703.6721.688.2312.3811.8921/07/2017
EUR Moderate Allocation - Global8.348.1613.198.158.199.0521/07/2017
CHF Bond1.042.323.588.115.7113.6621/07/2017
EUR Flexible Allocation10.869.4217.718.068.3510.1721/07/2017
ASEAN Equity9.773.738.748.066.9414.8721/07/2017
Sector Equity Agriculture2.853.7310.628.046.4512.1321/07/2017
UK Large-Cap Blend Equity7.844.9515.788.0010.899.8421/07/2017
CHF Cautious Allocation4.614.958.897.986.3111.8221/07/2017
Target Date 2016 - 20205.886.0510.027.887.798.7821/07/2017
SEK Flexible Allocation8.077.219.657.865.649.4021/07/2017
EUR Flexible Allocation - Global8.337.7913.337.837.329.8421/07/2017
Russia Equity-5.43-0.3523.167.752.1325.2221/07/2017
Global Bond - CHF Biased2.703.566.147.605.5412.9121/07/2017
Global Equity PP4.652.2313.747.549.3710.8211/07/2017
NOK Moderate Allocation7.197.9216.237.456.9010.2021/07/2017
Global Emerging Markets Corporate Bond - EUR Biased9.898.3212.457.186.8611.1021/07/2017
Emerging Europe Bond6.706.789.767.155.6810.9521/07/2017
CHF Bond - Short Term1.223.134.617.054.0012.6721/07/2017
GBP Moderate Allocation5.142.899.606.997.725.9921/07/2017
Convertible Bond - Global, EUR Hedged9.489.2714.146.968.859.0921/07/2017
Australia & New Zealand Equity5.421.319.416.936.0516.1421/07/2017
UK Large-Cap Value Equity3.843.1217.016.9111.119.1221/07/2017
AUD Bond6.103.404.786.910.8412.5021/07/2017
EUR Corporate Bond6.798.229.216.907.119.6521/07/2017
CHF Money Market1.583.475.286.864.1812.5921/07/2017
Global Emerging Markets Bond - EUR Biased10.768.4411.656.856.0512.3021/07/2017
Global High Yield Bond - EUR Hedged9.459.3815.666.798.0010.2321/07/2017
SGD Money Market1.130.991.826.712.529.4521/07/2017
GBP Government Bond0.49-1.73-0.606.713.678.2121/07/2017
DKK Bond6.427.559.456.665.4410.8921/07/2017
Emerging Europe Equity5.636.9527.496.643.7417.3621/07/2017
EUR Cautious Allocation - Global6.807.7010.086.536.138.9121/07/2017
EUR Cautious Allocation6.987.9910.676.536.638.8321/07/2017
CAD Bond2.194.812.976.461.1010.0921/07/2017
EUR Flexible Bond6.948.3210.456.446.789.6221/07/2017
GBP Flexible Allocation5.233.189.456.417.416.6621/07/2017
GBP Diversified Bond2.710.353.646.315.016.0521/07/2017
Global Corporate Bond - EUR Hedged8.348.879.096.255.8010.2421/07/2017
GBP Corporate Bond3.421.054.466.256.205.6921/07/2017
Target Date 2011 - 20155.677.168.556.236.399.3321/07/2017
EUR Diversified Bond5.097.496.626.216.139.8321/07/2017
Global Bond - EUR Biased4.716.456.966.205.169.5221/07/2017
Global Emerging Markets Bond - Local Currency6.932.9010.206.152.1113.9021/07/2017
DKK Domestic Bond5.947.438.816.135.039.9621/07/2017
Global Inflation-Linked Bond-1.360.184.216.092.799.6521/07/2017
South Africa & Namibia Equity5.272.1013.766.075.3019.4421/07/2017
Europe Bond4.436.446.475.995.929.4521/07/2017
EUR Government Bond3.797.134.455.936.0110.3421/07/2017
Global Flexible Bond - EUR Hedged7.928.4011.075.785.619.7321/07/2017
GBP Moderately Cautious Allocation3.501.716.315.565.634.5521/07/2017
Global Inflation-Linked Bond - EUR Hedged4.495.767.985.483.9911.2621/07/2017
SEK Cautious Allocation6.697.869.035.454.118.2421/07/2017
GBP High Yield Bond4.752.189.425.307.955.0821/07/2017
EUR Inflation-Linked Bond3.958.317.505.234.759.5721/07/2017
Global Bond - EUR Hedged6.797.658.235.234.7610.4021/07/2017
GBP Cautious Allocation3.211.455.585.155.383.8421/07/2017
AUD Money Market4.623.768.584.93-0.2412.0521/07/2017
SEK Bond5.007.605.164.912.159.7321/07/2017
Property - Direct UK3.091.349.574.785.954.7621/07/2017
EUR Corporate Bond - Short Term5.637.718.674.774.719.1821/07/2017
Commodities - Precious Metals4.58-2.74-0.704.74-2.0422.2421/07/2017
Indonesia Equity1.24-0.541.794.712.2422.9621/07/2017
EUR Diversified Bond - Short Term5.317.487.984.654.069.2021/07/2017
GBP Flexible Bond3.121.175.034.615.504.8821/07/2017
CAD Money Market2.056.236.274.48-0.1010.1421/07/2017
Sector Equity Precious Metals-1.26-6.90-18.104.37-5.2142.0721/07/2017
SEK Corporate Bond6.298.118.974.182.439.2321/07/2017
EUR Money Market4.977.217.604.172.989.2821/07/2017
EUR Ultra Short-Term Bond5.037.277.644.163.179.2521/07/2017
EUR Government Bond - Short Term4.657.227.194.133.719.2721/07/2017
EUR Money Market - Short Term4.897.167.424.042.799.2921/07/2017
Global High Yield Bond - GBP Hedged4.692.238.584.046.255.4621/07/2017
Convertible Bond - Global, GBP Hedged5.262.137.843.626.526.0721/07/2017
Global Bond - NOK Hedged5.007.1111.433.572.4912.0121/07/2017
Africa & Middle East Equity3.643.7613.393.5310.1415.4621/07/2017
Global Corporate Bond - GBP Hedged3.491.632.263.353.873.4921/07/2017
Global Flexible Bond - GBP Hedged3.621.524.743.325.163.5821/07/2017
SEK Bond - Short Term5.017.736.523.251.349.1421/07/2017
Turkey Equity32.4019.5632.563.152.7223.9821/07/2017
NOK Bond4.197.018.642.980.9711.1221/07/2017
Property - Direct Global2.685.625.222.93-1.0910.4921/07/2017
Global Bond - GBP Hedged2.550.811.932.853.333.5721/07/2017
SEK Money Market4.647.596.182.820.729.1021/07/2017
Latin America Equity14.004.9917.632.720.6824.2321/07/2017
Canada Equity-1.932.047.512.684.4613.1121/07/2017
Global Inflation-Linked Bond - GBP Hedged0.27-1.010.982.502.074.9821/07/2017
NOK Bond - Short Term3.657.0910.032.100.3311.0621/07/2017
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
Property - Direct Europe3.055.624.271.321.1110.8221/07/2017
GBP Diversified Bond - Short Term0.690.821.251.120.701.6521/07/2017
GBP Money Market0.120.310.701.030.310.7121/07/2017
Global Bond - GBP Biased1.850.651.891.022.061.5021/07/2017
Commodities - Industrial & Broad Metals48.3319.5257.110.85-0.2419.0524/11/2016
NOK High Yield Bond9.746.2824.910.581.9413.7321/07/2017
GBP Money Market - Short Term0.060.030.160.250.230.0321/07/2017
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
Sector Equity Natural Resources-3.16-0.6211.90-1.71-1.1322.0821/07/2017
Brazil Equity9.411.8914.39-1.81-2.8934.6221/07/2017
Commodities - Broad Agriculture1.205.063.82-2.04-7.3713.8621/07/2017
Africa Equity9.118.8811.43-2.550.9615.4221/07/2017
TRY Bond1.224.94-4.67-3.06-4.1018.2021/07/2017
Greece Equity34.1532.4252.72-3.61-28.2221/07/2017
Commodities - Broad Basket-5.170.15-0.74-9.05-8.4715.7921/07/2017
Sector Equity Energy-16.27-6.17-1.19-11.10-3.8720.3121/07/2017
Commodities - Energy-20.87-15.80-9.57-23.27-12.9622.5317/07/2017
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-------
Asia ex Japan Equity - Currency Hedged-------
Asia-Pacific Equity - Currency Hedged-------
Capital Protected-------
Commodities - Grains--1.05---26.5517/07/2017
Commodities - Other-------
Convertible Bond - Other-------
Convertible Bond - Other Hedged-------
Europe Equity - Currency Hedged-------
Fixed Term Bond-------
Global Bond - Other Hedged-------
Global Emerging Markets Equity - Currency Hedged-------
Global Equity - Currency Hedged-------
Guaranteed Funds-------
High Yield Bond - Other Hedged-------
Islamic Allocation - Other-------
Islamic Equity - Other-------
Israel Large/Mid-Cap Equity1.706.618.53--12.5720/07/2017
Japan Equity - Currency Hedged-------
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 Europe Equity-------
Other Inflation-Linked Bond-------
Property - Indirect Other-------
Sector Equity 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)