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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 Technology25.05-0.8119.6314.6119.4016.0617/10/2019
US Large-Cap Growth Equity21.57-4.7011.5313.1617.2113.0917/10/2019
Sector Equity Private Equity24.30-1.0812.4712.6214.0711.6917/10/2019
Europe High Yield Bond-1.32-0.717.2811.946.739.0627/04/2018
Greece Equity28.12-4.9524.6011.472.8619.7617/10/2019
Russia Equity24.24-5.5917.5811.4513.0417.4317/10/2019
Commodities - Precious Metals22.485.7430.7210.936.6015.5017/10/2019
BRIC Equity15.28-5.4217.8110.1912.4213.8517/10/2019
US Large-Cap Blend Equity18.85-3.809.269.9914.7811.8017/10/2019
US Flex-Cap Equity18.40-4.607.699.9714.6313.1417/10/2019
Brazil Equity18.41-9.2826.239.336.5928.5117/10/2019
Global Large-Cap Growth Equity18.41-4.4510.839.2613.3711.7217/10/2019
Thailand Equity10.87-6.595.948.919.5513.0817/10/2019
France Large-Cap Equity19.44-2.8110.578.8911.9912.5517/10/2019
Switzerland Small/Mid-Cap Equity20.31-2.708.848.8417.0312.4617/10/2019
Sector Equity Utilities18.480.5123.198.8311.1313.2817/10/2019
UK Small-Cap Equity12.140.321.998.6110.3911.8017/10/2019
Sector Equity Financial Services15.08-5.206.977.9510.1014.4817/10/2019
Netherlands Equity24.08-2.0312.887.9517.0713.0317/10/2019
US Small-Cap Equity15.94-4.452.287.9413.4315.2217/10/2019
Emerging Europe Equity16.95-5.7813.947.877.8814.6817/10/2019
Switzerland Large-Cap Equity19.41-2.4715.637.8311.6810.0417/10/2019
Sector Equity Consumer Goods & Services18.57-3.1514.217.6812.0112.6517/10/2019
Property - Indirect Eurozone15.925.596.237.6714.7211.9201/10/2019
Taiwan Large-Cap Equity17.942.8418.897.6712.6714.7317/10/2019
Property - Indirect Europe18.114.4513.377.6011.8211.7817/10/2019
UK Mid-Cap Equity19.423.118.877.549.9511.6217/10/2019
Greater China Equity15.74-2.8617.287.4512.3815.5917/10/2019
Austria Equity10.97-3.24-5.067.3611.4115.6117/10/2019
Sector Equity Industrial Materials16.60-3.736.997.3110.8313.4017/10/2019
US Mid-Cap Equity19.53-3.567.427.2913.7813.4617/10/2019
Italy Equity15.88-3.668.567.287.1116.8117/10/2019
Sector Equity Water21.10-1.6413.997.2211.9110.5917/10/2019
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
US Large-Cap Value Equity14.63-3.236.137.0512.7711.8717/10/2019
Global Large-Cap Blend Equity15.30-3.688.096.8711.2410.6317/10/2019
Property - Indirect Switzerland20.606.3821.226.8212.0410.1301/10/2019
Sector Equity Ecology18.56-3.0711.136.6811.1311.6017/10/2019
Property - Indirect Asia13.93-5.6121.776.5310.5711.1417/10/2019
Global Small-Cap Equity14.47-4.503.706.3712.2411.6617/10/2019
China Equity13.29-4.0614.586.3710.9516.2117/10/2019
Europe Large-Cap Growth Equity18.22-3.569.606.2110.7811.2817/10/2019
Europe Mid-Cap Equity16.48-3.214.926.1711.7812.0317/10/2019
China Equity - A Shares27.37-1.6427.826.1716.6417.8417/10/2019
Europe ex-UK Large-Cap Equity16.56-2.238.516.1110.2511.6617/10/2019
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
Sector Equity Infrastructure16.79-1.6816.886.0410.1511.5517/10/2019
Target Date 2046+13.72-2.708.115.9510.059.6217/10/2019
Japan Small/Mid-Cap Equity10.24-1.18-3.425.8615.7514.4417/10/2019
Pacific ex-Japan Equity12.96-7.6613.385.828.7411.1217/10/2019
Eurozone Small-Cap Equity9.70-2.140.465.7712.4113.9817/10/2019
Property - Indirect Global20.160.6819.775.7611.0210.9817/10/2019
Africa & Middle East Equity4.23-9.717.245.753.1911.4217/10/2019
Asia-Pacific ex-Japan Equity10.26-4.6711.615.689.9212.6517/10/2019
Singapore Equity5.51-8.1610.155.666.6712.8417/10/2019
Global Equity Income13.56-3.128.425.6510.169.8017/10/2019
GBP Adventurous Allocation12.19-2.696.935.598.609.1217/10/2019
UK Flex-Cap Equity13.94-0.485.425.577.9011.1817/10/2019
Sector Equity Healthcare7.81-5.081.815.5710.7212.7817/10/2019
Europe Small-Cap Equity11.62-4.200.095.5012.6712.9917/10/2019
Target Date 2041 - 204512.59-2.937.465.479.559.4217/10/2019
Eurozone Large-Cap Equity15.10-2.676.865.469.3412.2817/10/2019
Global Flex-Cap Equity13.32-4.315.495.4310.3811.7617/10/2019
Asia ex-Japan Equity10.89-4.1613.685.4110.0613.2217/10/2019
Israel Large/Mid-Cap Equity17.990.728.085.39-13.3716/10/2019
Eurozone Mid-Cap Equity14.38-5.302.885.3010.9613.1617/10/2019
Greater China Allocation10.61-4.1413.855.28-10.9717/10/2019
Target Date 2036 - 204012.84-2.647.415.269.338.8617/10/2019
UK Large-Cap Equity12.79-1.836.855.247.1710.0217/10/2019
Finland Equity12.47-2.704.775.0512.7212.0717/10/2019
Spain Equity7.45-6.703.944.987.1713.4117/10/2019
Global Large-Cap Value Equity11.19-3.233.314.959.8810.8617/10/2019
Europe Large-Cap Blend Equity14.76-3.037.414.948.5010.8217/10/2019
Asia-Pacific ex-Japan Equity Income10.29-5.0211.934.928.7410.9217/10/2019
Japan Flex-Cap Equity10.780.04-1.464.8412.8813.4717/10/2019
GBP Moderately Adventurous Allocation11.21-1.676.774.827.337.4917/10/2019
Emerging Europe ex-Russia Equity4.02-6.355.034.796.0114.4417/10/2019
Sector Equity Alternative Energy18.57-3.2115.164.767.3714.7017/10/2019
Norway Equity3.59-8.64-10.674.759.1014.5117/10/2019
Asia-Pacific inc. Japan Equity11.23-2.738.364.7210.4411.4417/10/2019
Target Date 2031 - 20359.99-3.176.184.548.528.6217/10/2019
Japan Large-Cap Equity11.700.691.474.5412.3911.7917/10/2019
Sweden Equity11.48-3.576.404.5210.1112.1117/10/2019
Sector Equity Agriculture11.70-5.572.464.497.4511.4017/10/2019
Global Emerging Markets Equity9.45-5.3810.784.467.7812.7517/10/2019
Hong Kong Equity4.97-9.079.044.409.5114.1217/10/2019
Europe ex-UK Small/Mid-Cap Equity11.21-5.610.364.3612.5612.5617/10/2019
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
UK Equity Income11.34-0.644.974.156.6210.0917/10/2019
Eurozone Flex-Cap Equity12.26-2.255.784.119.9012.8517/10/2019
GBP High Yield Bond8.860.954.934.094.753.5717/10/2019
Europe Equity Income11.67-2.445.654.067.8010.8517/10/2019
Nordic Equity10.41-4.795.103.959.8111.2817/10/2019
Global High Yield Bond - GBP Hedged9.110.804.913.953.973.6917/10/2019
Islamic Global Equity10.45-4.133.463.838.5310.1317/10/2019
Europe Large-Cap Value Equity11.10-2.382.993.837.3911.7317/10/2019
USD Aggressive Allocation11.47-3.888.183.819.319.6017/10/2019
Germany Large-Cap Equity14.01-2.782.953.819.2113.6417/10/2019
GBP Corporate Bond8.541.008.493.764.794.3717/10/2019
Australia & New Zealand Equity17.47-2.7312.103.747.7112.2317/10/2019
Property - Direct UK0.05-0.23-0.113.723.412.1617/10/2019
Target Date 2026 - 203010.00-2.706.893.707.677.8717/10/2019
GBP Moderate Allocation9.15-0.675.863.695.545.6017/10/2019
Germany Small/Mid-Cap Equity10.86-3.140.393.689.7613.7517/10/2019
EUR Aggressive Allocation7.79-4.193.033.667.999.8017/10/2019
EUR Aggressive Allocation - Global10.16-4.124.903.647.759.3717/10/2019
Sector Equity Biotechnology7.62-9.50-7.913.577.7118.9617/10/2019
Nordic Small/Mid-Cap Equity10.07-5.960.793.5213.4612.8917/10/2019
AUD Bond-4.89-3.44-3.813.50-1.0312.6127/04/2018
Europe Flex-Cap Equity11.99-3.953.293.489.1911.9017/10/2019
Property - Indirect North America22.900.8722.403.4511.0815.2717/10/2019
Latin America Equity9.16-9.867.403.454.3721.0217/10/2019
GBP Flexible Allocation9.01-1.095.043.435.496.3317/10/2019
Denmark Equity9.08-6.363.183.3713.8512.9717/10/2019
Global Bond - GBP Biased10.401.268.723.353.203.5917/10/2019
USD Moderate Allocation10.13-2.789.013.308.778.3017/10/2019
GBP Inflation-Linked Bond8.710.1810.053.276.569.2417/10/2019
GBP Diversified Bond7.651.138.073.224.384.7217/10/2019
GBP Cautious Allocation7.680.716.633.154.423.2317/10/2019
GBP Flexible Bond7.421.036.663.114.153.6417/10/2019
GBP Government Bond8.402.2110.853.104.866.5117/10/2019
Global Bond - ILS11.09-2.2512.013.069.018.6617/10/2019
EUR Bond - Long Term14.38-0.2320.252.928.3112.1217/10/2019
Global High Yield Bond9.13-2.218.542.838.727.8817/10/2019
Vietnam Equity4.49-3.24-0.032.8211.1113.4017/10/2019
USD High Yield Bond9.10-2.077.882.768.567.8817/10/2019
GBP Moderately Cautious Allocation7.52-0.315.712.754.363.8217/10/2019
Global Flexible Bond - GBP Hedged6.780.525.442.722.972.9917/10/2019
Global Emerging Markets Corporate Bond9.88-2.1812.762.719.088.5417/10/2019
India Equity0.75-6.0813.422.5910.0818.8617/10/2019
USD Flexible Allocation9.84-2.857.842.578.349.1117/10/2019
Global Corporate Bond - GBP Hedged8.661.508.502.533.092.9617/10/2019
Global Emerging Markets Allocation7.76-5.029.072.406.0010.0517/10/2019
Asia Allocation9.11-3.2311.482.367.819.3517/10/2019
Sector Equity Communications15.48-2.5410.842.368.1713.1517/10/2019
Global Corporate Bond - USD Hedged10.04-1.1713.522.358.758.7117/10/2019
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
ASEAN Equity5.09-7.388.332.045.0111.3817/10/2019
USD Corporate Bond10.93-0.6514.822.028.068.8317/10/2019
Convertible Bond - Global, GBP Hedged6.86-0.971.862.012.835.4017/10/2019
EUR High Yield Bond4.04-3.462.551.985.757.3717/10/2019
Islamic Global Bond9.38-2.5218.921.868.499.4017/10/2019
Global Corporate Bond8.68-1.3211.641.867.217.8517/10/2019
CHF Aggressive Allocation9.76-3.067.221.806.489.0917/10/2019
USD Cautious Allocation7.42-2.408.991.797.427.9517/10/2019
Asia High Yield Bond8.72-2.8911.591.7810.188.3817/10/2019
Global Flexible Bond - USD Hedged7.12-2.349.611.787.908.3917/10/2019
Asia Bond8.71-1.9113.051.758.198.4817/10/2019
Global Emerging Markets Bond9.23-3.3511.841.737.988.9917/10/2019
Target Date 2021 - 20255.48-3.533.691.625.137.1517/10/2019
USD Flexible Bond7.11-2.129.261.617.858.2917/10/2019
EUR Moderate Allocation - Global6.01-3.873.721.585.577.6917/10/2019
CAD Money Market-4.28-1.29-0.271.58-1.9210.3527/04/2018
EUR Flexible Allocation - Global5.98-4.062.581.585.328.7417/10/2019
Global Bond - GBP Hedged5.750.836.511.552.322.9117/10/2019
Convertible Bond - Global, USD Hedged7.45-3.506.361.548.567.9917/10/2019
Poland Equity-1.72-8.79-3.191.481.7616.8217/10/2019
EUR Flexible Allocation5.43-4.002.291.455.009.1717/10/2019
CAD Bond-5.50-1.93-2.591.44-0.2410.7427/04/2018
Global Inflation-Linked Bond - GBP Hedged5.360.215.291.432.333.4517/10/2019
EUR Moderate Allocation5.44-3.812.741.275.278.2117/10/2019
Global Flexible Bond4.94-3.146.581.196.737.9817/10/2019
Global High Yield Bond - EUR Hedged4.30-3.672.231.134.537.2717/10/2019
Convertible Bond - Global5.27-4.333.461.127.477.4217/10/2019
RMB High Yield Bond7.11-2.0811.141.08-8.1017/10/2019
Global Bond - USD Hedged6.10-1.8910.571.077.438.7517/10/2019
Global Emerging Markets Bond - Local Currency7.54-3.9912.031.064.3210.5517/10/2019
Target Date 2016 - 20202.41-3.383.121.014.666.7817/10/2019
Asia Bond - Local Currency5.04-3.0412.991.006.458.4817/10/2019
CHF Moderate Allocation7.89-2.767.850.976.158.3817/10/2019
Global Emerging Markets Small/Mid-Cap Equity7.49-5.6910.360.946.3612.5417/10/2019
RMB Bond2.34-4.637.310.926.357.8917/10/2019
Sector Equity Natural Resources6.69-7.67-4.230.812.8415.9017/10/2019
USD Diversified Bond7.16-1.3211.890.737.078.7917/10/2019
Global Inflation-Linked Bond - USD Hedged5.53-2.638.840.577.919.5517/10/2019
DKK Bond-0.46-4.052.190.573.987.1417/10/2019
Europe Bond2.62-2.845.310.494.157.3117/10/2019
Global Emerging Markets Corporate Bond - EUR Biased4.33-3.765.550.434.178.1417/10/2019
EUR Corporate Bond2.12-3.843.600.394.017.3917/10/2019
GBP Diversified Bond - Short Term1.320.251.510.390.550.7217/10/2019
GBP Money Market - Short Term0.530.150.670.370.320.0917/10/2019
SEK Moderate Allocation2.18-5.251.630.345.178.4217/10/2019
EUR Cautious Allocation2.83-3.782.810.333.867.0417/10/2019
GBP Money Market0.450.120.560.300.290.0817/10/2019
Asia ex-Japan Small/Mid-Cap Equity6.20-6.0610.290.226.5113.0917/10/2019
Global Inflation-Linked Bond4.53-2.837.400.193.707.8517/10/2019
Global Frontier Markets Equity3.33-7.233.940.183.0410.1917/10/2019
EUR Cautious Allocation - Global3.04-3.832.830.144.007.0117/10/2019
Africa Equity2.13-4.281.390.08-2.2614.0617/10/2019
DKK Domestic Bond-1.55-4.241.050.063.507.0017/10/2019
EUR Government Bond2.68-2.986.520.053.877.8917/10/2019
Commodities - Energy12.18-4.83-23.140.04-8.8821.5101/10/2019
Global High Yield Bond - CHF Hedged6.10-3.035.740.025.658.5117/10/2019
Target Date 2011 - 20150.11-3.991.020.012.426.8817/10/2019
Global Bond4.86-2.188.580.005.127.8417/10/2019
Global Corporate Bond - EUR Hedged4.21-2.885.81-0.033.587.9217/10/2019
Global Bond - USD Biased5.49-2.448.28-0.076.288.2017/10/2019
USD Diversified Bond - Short Term2.19-2.685.61-0.105.918.2917/10/2019
SEK Flexible Allocation2.86-5.601.20-0.104.439.5717/10/2019
EUR Flexible Bond1.78-3.372.92-0.103.097.3417/10/2019
USD Government Bond5.04-1.4410.96-0.115.699.6617/10/2019
Global Emerging Markets Bond - EUR Biased4.68-4.695.68-0.124.109.4017/10/2019
South Africa & Namibia Equity2.36-8.543.33-0.132.9717.1217/10/2019
Convertible Bond - Europe2.03-4.43-0.19-0.164.507.4217/10/2019
EUR Diversified Bond1.50-3.384.10-0.233.617.4417/10/2019
Global Flexible Bond - EUR Hedged1.56-4.062.20-0.283.287.4617/10/2019
Emerging Europe Bond3.94-2.578.45-0.293.898.8817/10/2019
EUR Inflation-Linked Bond1.06-3.343.05-0.323.527.9917/10/2019
USD Money Market - Short Term0.74-2.744.39-0.415.608.2217/10/2019
Global Corporate Bond - CHF Hedged6.54-2.0910.11-0.495.759.7017/10/2019
USD Money Market0.91-2.724.49-0.515.488.1817/10/2019
Convertible Bond - Global, EUR Hedged2.55-5.18-0.30-0.523.827.4117/10/2019
HKD Bond2.30-2.926.61-0.566.088.5117/10/2019
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
CHF Cautious Allocation5.28-2.846.55-0.584.708.4417/10/2019
Global Bond - EUR Biased1.12-3.413.51-0.633.327.1817/10/2019
Convertible Bond - Global, CHF Hedged4.66-4.133.90-0.655.808.6917/10/2019
NOK High Yield Bond-2.52-9.08-5.68-0.74-0.629.1217/10/2019
USD Inflation-Linked Bond5.59-2.669.28-0.755.029.5617/10/2019
Canada Equity15.35-3.635.11-0.812.0211.8817/10/2019
NOK Moderate Allocation4.23-7.89-1.69-0.813.719.1917/10/2019
Property - Direct Europe-2.18-4.13-0.25-0.882.208.5217/10/2019
Sector Equity Precious Metals24.63-2.3128.27-0.938.6924.6717/10/2019
EUR Corporate Bond - Short Term-1.36-4.070.02-0.992.376.8117/10/2019
Global Flexible Bond - CHF Hedged3.47-3.566.02-1.034.058.9617/10/2019
Global Bond - EUR Hedged0.84-3.633.39-1.032.627.8117/10/2019
Global Bond - CHF Biased4.13-2.427.24-1.134.139.4117/10/2019
Global Inflation-Linked Bond - EUR Hedged0.53-4.232.40-1.402.978.2817/10/2019
RMB Bond - Onshore-1.08-5.224.75-1.475.048.2017/10/2019
EUR Diversified Bond - Short Term-2.44-4.20-0.53-1.481.956.8417/10/2019
Global Bond - CHF Hedged3.64-2.558.27-1.494.619.6317/10/2019
EUR Government Bond - Short Term-2.62-4.18-0.09-1.521.827.2517/10/2019
CHF Bond1.59-3.406.24-1.574.339.7217/10/2019
EUR Ultra Short-Term Bond-3.35-4.18-1.43-1.651.716.7217/10/2019
EUR Money Market-3.71-4.22-1.64-1.741.606.7017/10/2019
Property - Direct Global-1.28-3.420.55-1.811.218.5017/10/2019
EUR Money Market - Short Term-3.89-4.26-1.82-1.871.466.7017/10/2019
France Small/Mid-Cap Equity6.30-5.40-10.16-2.194.7714.7717/10/2019
NOK Cautious Allocation0.26-8.54-3.70-2.391.538.5517/10/2019
JPY Bond2.80-3.5510.00-2.556.2311.5917/10/2019
CHF Money Market-1.62-3.391.96-2.552.928.6217/10/2019
SEK Cautious Allocation-3.23-5.96-1.53-2.551.358.1817/10/2019
CHF Bond - Short Term-1.81-3.711.98-2.763.038.7717/10/2019
Global Bond - NOK Hedged0.25-8.32-1.20-2.961.049.0017/10/2019
Commodities - Broad Basket1.38-4.70-7.22-3.13-5.1510.6817/10/2019
NOK Bond - Short Term-3.95-8.99-6.19-3.41-0.268.4617/10/2019
SEK Corporate Bond-6.77-6.09-3.77-3.55-0.349.1117/10/2019
NOK Bond-4.11-8.96-5.82-3.73-0.208.4817/10/2019
SEK Bond-6.79-6.18-2.24-4.03-0.039.2117/10/2019
Sector Equity Energy1.15-9.40-15.45-4.13-2.8716.1717/10/2019
Indonesia Equity-2.45-10.9110.37-4.452.1417.3717/10/2019
Korea Equity-7.95-4.50-7.88-4.461.6915.6817/10/2019
SEK Ultra Short-Term Bond-9.34-6.62-5.78-5.18-1.729.0917/10/2019
Property - Direct Other1.720.264.22-5.47-1.7018.7817/10/2019
TRY Bond-8.53-5.41-14.57-5.57-9.8118.0627/04/2018
Commodities - Broad Agriculture-8.37-7.16-11.43-10.04-6.6912.9117/10/2019
Turkey Equity-6.14-9.99-4.30-13.37-7.5432.8317/10/2019
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---12.3819/09/2019
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 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-------
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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