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 Technology6.8614.8034.1220.2820.3415.8024/01/2020
US Large-Cap Growth Equity5.5911.0828.7315.9115.7313.2024/01/2020
Brazil Equity2.2410.2125.2915.1911.8525.6024/01/2020
BRIC Equity2.078.1420.2513.8212.5912.7924/01/2020
Israel Large/Mid-Cap Equity5.138.6035.5713.6815.5513.7723/01/2020
Global Large-Cap Growth Equity4.179.8826.5713.1312.7311.2724/01/2020
Sector Equity Private Equity3.899.1830.3512.7713.6210.9824/01/2020
Greece Equity2.454.3932.8612.686.3119.3024/01/2020
Switzerland Small/Mid-Cap Equity3.7410.4826.2012.6016.1812.0524/01/2020
Sector Equity Utilities6.775.5224.4512.1410.1911.8124/01/2020
Russia Equity5.7912.9732.9212.0720.3416.0724/01/2020
Greater China Equity1.758.1921.1511.9811.0115.2424/01/2020
Europe High Yield Bond-1.32-0.717.2811.946.739.0627/04/2018
US Large-Cap Blend Equity4.108.6924.8911.7313.0311.8524/01/2020
US Flex-Cap Equity3.988.5423.2411.4513.1313.2824/01/2020
UK Small-Cap Equity1.2813.8823.1011.3511.7612.3624/01/2020
Sector Equity Healthcare2.9612.1617.7711.319.3912.7524/01/2020
Property - Indirect Europe1.644.7317.8811.048.8110.4124/01/2020
Taiwan Large-Cap Equity3.237.8828.7411.0311.9214.1724/01/2020
Switzerland Equity3.328.7925.8610.8210.699.4924/01/2020
Sector Equity Water3.746.7825.8610.6311.5110.4624/01/2020
Property - Indirect Eurozone2.003.5015.1110.5910.9510.3320/01/2020
China Equity1.567.3816.9510.379.1915.9424/01/2020
UK Mid-Cap Equity-0.0710.3223.1910.149.3412.0424/01/2020
Sector Equity Ecology2.707.6423.9610.0810.6611.2624/01/2020
Sector Equity Alternative Energy4.9411.4727.869.879.0314.4824/01/2020
Netherlands Equity1.785.9926.989.8515.3512.1824/01/2020
Emerging Europe Equity3.758.6524.039.5911.6413.3124/01/2020
Sector Equity Biotechnology0.7813.5913.289.576.4019.3624/01/2020
Europe Large-Cap Growth Equity2.748.2824.949.529.7210.6524/01/2020
Europe Mid-Cap Equity1.438.2920.349.0210.3611.4024/01/2020
Asia ex-Japan Equity2.136.9616.758.958.4112.5424/01/2020
Japan Small/Mid-Cap Equity0.264.1314.198.8914.5613.1624/01/2020
France Equity-0.383.2521.958.8110.3611.4424/01/2020
Sector Equity Consumer Goods & Services1.844.8919.398.599.2112.1124/01/2020
Europe Small-Cap Equity1.288.9617.238.5812.3412.4924/01/2020
Asia-Pacific ex-Japan Equity2.526.1615.148.578.8512.0424/01/2020
US Small-Cap Equity3.287.8919.428.5012.6214.9724/01/2020
Global Large-Cap Blend Equity2.686.6819.428.489.8710.2024/01/2020
Denmark Equity3.0811.8119.878.0614.3313.0624/01/2020
Latin America Equity1.855.919.758.057.4318.5424/01/2020
Commodities - Precious Metals5.996.5224.837.985.9814.1824/01/2020
Global Small-Cap Equity2.357.1717.577.8711.2811.6824/01/2020
Property - Indirect Asia1.650.7111.737.867.9510.6924/01/2020
Target Date 2046+2.035.5617.667.829.109.3324/01/2020
Nordic Small/Mid-Cap Equity1.6013.4024.977.7914.5112.8824/01/2020
Spain Equity2.577.6612.517.788.0711.1124/01/2020
Finland Equity3.127.5416.647.7212.3311.3824/01/2020
Sector Equity Infrastructure3.603.8518.217.708.0510.7824/01/2020
US Mid-Cap Equity2.795.9421.677.6811.3813.5524/01/2020
Global Emerging Markets Equity2.066.7714.267.657.4711.6724/01/2020
UK Flex-Cap Equity0.498.2118.777.597.5411.3624/01/2020
Greater China Allocation1.953.4112.467.57-10.6924/01/2020
Europe ex-UK Equity1.395.0418.387.558.9010.5224/01/2020
Global Flex-Cap Equity2.106.7916.647.399.6411.5224/01/2020
Sector Equity Financial Services2.226.0817.047.358.9413.2824/01/2020
Pacific ex-Japan Equity3.714.6416.007.328.6510.8724/01/2020
GBP Adventurous Allocation1.256.2616.137.297.788.9024/01/2020
Nordic Equity2.067.9618.697.279.7710.5524/01/2020
Target Date 2041 - 20451.905.2116.427.238.728.9624/01/2020
Sweden Equity1.496.6621.577.229.8011.5824/01/2020
Global Equity Income2.004.9817.467.228.829.3424/01/2020
Japan Flex-Cap Equity0.533.3914.657.1711.0912.2624/01/2020
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
Property - Indirect Switzerland4.607.2122.817.128.089.4620/01/2020
Sector Equity Industrial Materials1.445.2320.227.1010.1413.1324/01/2020
Property - Indirect Global3.260.6817.147.107.3910.3524/01/2020
Eurozone Mid-Cap Equity0.905.0116.047.0810.2311.9924/01/2020
India Equity4.244.4611.587.046.6617.3224/01/2020
Asia-Pacific Equity1.834.7414.527.039.3310.6224/01/2020
Hong Kong Equity1.003.955.256.927.7213.8424/01/2020
Target Date 2036 - 20401.925.2516.196.888.528.3624/01/2020
US Large-Cap Value Equity1.804.8516.976.7010.2311.8024/01/2020
Eurozone Small-Cap Equity-0.554.2510.036.6811.5413.2224/01/2020
EUR Bond - Long Term1.92-3.7511.916.536.3011.6324/01/2020
Asia-Pacific ex-Japan Equity Income1.563.2712.086.517.3410.4824/01/2020
UK Large-Cap Equity0.625.5916.926.426.179.9224/01/2020
Europe Large-Cap Blend Equity1.534.9118.166.417.369.8824/01/2020
Europe ex-UK Small/Mid-Cap Equity0.986.9414.646.3311.4511.6824/01/2020
GBP Moderately Adventurous Allocation1.335.1614.496.266.497.3424/01/2020
Japan Large-Cap Equity1.153.3314.766.2410.4310.4624/01/2020
Islamic Global Equity2.146.1414.636.237.2510.0724/01/2020
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
Target Date 2031 - 20351.583.8913.196.007.808.0524/01/2020
Austria Equity-2.05-1.624.735.9610.5914.6424/01/2020
USD Aggressive Allocation2.534.6515.475.807.649.0724/01/2020
Singapore Equity1.161.566.195.795.2912.7024/01/2020
Eurozone Large-Cap Equity0.492.6816.155.747.8810.7624/01/2020
UK Equity Income0.185.9214.895.675.6010.1324/01/2020
Italy Equity0.454.3215.835.637.0214.1624/01/2020
Emerging Europe ex-Russia Equity1.501.697.285.607.6412.7724/01/2020
Global Large-Cap Value Equity1.364.7613.485.368.1510.2324/01/2020
Europe Equity Income0.913.1514.095.316.599.6724/01/2020
EUR Aggressive Allocation - Global1.474.2312.775.277.178.5724/01/2020
Thailand Equity-2.50-6.34-1.175.215.3313.1924/01/2020
Global Emerging Markets Small/Mid-Cap Equity3.096.0012.775.136.2311.2824/01/2020
Target Date 2026 - 20301.483.0112.115.126.917.1924/01/2020
Australia & New Zealand Equity4.013.7019.415.078.4712.1524/01/2020
Europe Flex-Cap Equity0.455.1613.575.057.9811.1124/01/2020
Global Emerging Markets Allocation1.663.6410.965.026.018.7924/01/2020
GBP Corporate Bond2.332.8211.355.024.333.4924/01/2020
EUR Aggressive Allocation0.942.9510.524.947.228.6024/01/2020
Germany Small/Mid-Cap Equity1.274.8412.424.928.7312.9624/01/2020
Eurozone Flex-Cap Equity0.370.8410.524.867.8811.6024/01/2020
Germany Equity1.583.9815.844.827.7512.0324/01/2020
Asia Allocation2.133.0312.134.766.658.9024/01/2020
Global Bond - ILS2.281.4112.844.758.518.4024/01/2020
GBP Moderate Allocation1.113.8411.284.754.815.4724/01/2020
Norway Equity-1.104.426.134.659.8814.5724/01/2020
USD Moderate Allocation2.562.7512.624.646.997.7624/01/2020
ASEAN Equity1.10-1.392.524.574.4910.0924/01/2020
GBP Government Bond3.211.299.774.493.625.9924/01/2020
GBP Flexible Allocation1.274.3011.354.494.406.1424/01/2020
Global Bond - GBP Biased1.002.2710.564.453.663.2224/01/2020
Islamic Global Bond4.282.8514.844.416.778.5124/01/2020
CHF Aggressive Allocation2.525.3515.064.394.598.4624/01/2020
Global Emerging Markets Corporate Bond2.741.4711.864.388.587.5524/01/2020
GBP Diversified Bond2.222.109.864.383.614.1624/01/2020
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
GBP Inflation-Linked Bond4.641.4510.614.235.149.4224/01/2020
Sector Equity Communications4.637.1619.654.235.9711.9024/01/2020
GBP High Yield Bond0.552.299.614.185.003.4424/01/2020
Global High Yield Bond - GBP Hedged0.482.468.964.124.543.5824/01/2020
USD Flexible Allocation2.522.4812.214.096.628.5324/01/2020
USD Corporate Bond2.720.6612.894.056.588.3024/01/2020
Global Corporate Bond - USD Hedged2.720.5812.144.037.008.2324/01/2020
Property - Indirect North America4.33-1.8318.854.025.6115.0224/01/2020
Africa & Middle East Equity2.232.316.283.993.4910.8024/01/2020
GBP Flexible Bond1.411.948.943.993.823.0224/01/2020
Asia ex-Japan Small/Mid-Cap Equity2.353.3211.123.936.2412.2424/01/2020
Sector Equity Agriculture-0.152.239.113.885.2610.9724/01/2020
GBP Cautious Allocation1.122.018.943.873.913.3324/01/2020
Global Corporate Bond - GBP Hedged1.141.719.793.823.052.6124/01/2020
GBP Moderately Cautious Allocation1.182.749.283.693.863.6524/01/2020
Africa Equity2.325.276.203.68-0.4211.5224/01/2020
Global Emerging Markets Bond2.121.069.833.687.447.8324/01/2020
Global Emerging Markets Bond - Local Currency1.430.749.163.684.508.6224/01/2020
Europe Large-Cap Value Equity-0.342.0111.243.666.0810.3724/01/2020
SGD Bond1.570.448.463.645.256.5424/01/2020
Global High Yield Bond1.590.899.783.597.867.0624/01/2020
Asia Bond - Local Currency2.190.727.743.515.327.3224/01/2020
China Equity - A Shares0.854.9424.123.513.4717.4624/01/2020
AUD Bond-4.89-3.44-3.813.50-1.0312.6127/04/2018
Global Corporate Bond2.020.4310.313.465.927.1724/01/2020
USD High Yield Bond1.600.558.893.337.507.2424/01/2020
Global Flexible Bond - GBP Hedged0.771.737.393.273.122.7924/01/2020
Asia Bond2.460.2310.193.226.807.8424/01/2020
EUR Moderate Allocation - Global0.901.747.793.165.396.6924/01/2020
Convertible Bond - Global, GBP Hedged1.915.9311.213.122.465.6224/01/2020
CHF Moderate Allocation2.394.3412.963.083.027.7224/01/2020
EUR Flexible Allocation - Global0.982.298.113.015.057.7624/01/2020
Asia High Yield Bond2.720.8510.222.979.057.5524/01/2020
USD Cautious Allocation2.220.929.092.955.687.4224/01/2020
EUR Flexible Allocation0.701.887.842.955.168.0224/01/2020
Global Flexible Bond - USD Hedged2.080.098.522.836.507.7924/01/2020
Convertible Bond - Global, USD Hedged3.263.9411.862.816.287.4824/01/2020
Target Date 2021 - 20250.871.527.562.794.886.2224/01/2020
EUR High Yield Bond0.07-0.185.392.756.486.0924/01/2020
RMB Bond2.551.446.842.615.267.2424/01/2020
USD Flexible Bond1.81-0.087.842.586.297.7024/01/2020
EUR Moderate Allocation0.460.986.252.514.906.7224/01/2020
Global Emerging Markets Corporate Bond - EUR Biased0.81-0.065.562.425.946.5124/01/2020
Property - Direct UK0.22-0.80-0.922.412.432.1824/01/2020
Convertible Bond - Global1.782.448.012.406.096.6924/01/2020
Global Bond - GBP Hedged0.840.705.992.351.922.6424/01/2020
USD Diversified Bond2.34-0.388.562.275.298.3424/01/2020
Global High Yield Bond - EUR Hedged-0.04-0.354.422.245.845.9624/01/2020
Global Bond - USD Hedged2.18-0.717.132.225.358.3224/01/2020
Emerging Europe Bond0.54-0.735.702.214.637.4824/01/2020
Europe Bond0.78-1.554.032.164.276.4824/01/2020
Global Inflation-Linked Bond - GBP Hedged1.330.976.342.142.173.2224/01/2020
SEK Flexible Allocation1.294.4810.242.144.979.1224/01/2020
Global Emerging Markets Bond - EUR Biased0.50-0.134.512.095.547.7724/01/2020
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
Global Flexible Bond1.360.025.772.075.667.1124/01/2020
SEK Moderate Allocation1.033.077.412.045.057.7724/01/2020
Global Corporate Bond - EUR Hedged0.70-0.955.451.994.286.6024/01/2020
EUR Corporate Bond0.20-1.782.921.844.426.3124/01/2020
Target Date 2016 - 20200.67-0.103.741.824.066.0124/01/2020
Sector Equity Precious Metals-0.607.9939.491.829.1923.5224/01/2020
Global Corporate Bond - CHF Hedged2.281.7910.811.812.638.7824/01/2020
Global Inflation-Linked Bond - USD Hedged2.77-0.377.321.755.779.2524/01/2020
Poland Equity2.664.261.121.692.6414.7824/01/2020
Global High Yield Bond - CHF Hedged1.342.238.921.683.027.6824/01/2020
Global Bond1.14-1.015.341.644.177.1124/01/2020
EUR Cautious Allocation - Global0.48-0.144.191.614.155.9024/01/2020
Convertible Bond - Global, CHF Hedged2.714.8310.681.492.388.0024/01/2020
CHF Cautious Allocation2.012.609.581.471.917.7324/01/2020
Convertible Bond - Global, EUR Hedged1.232.375.611.454.226.4424/01/2020
CAD Bond-5.50-1.93-2.591.44-0.2410.7427/04/2018
DKK Bond0.25-2.28-0.441.424.126.3824/01/2020
Global Bond - USD Biased1.99-0.436.341.344.837.6024/01/2020
EUR Government Bond0.18-3.081.621.313.567.1524/01/2020
USD Inflation-Linked Bond2.02-0.386.961.29-9.1124/01/2020
Global Inflation-Linked Bond1.74-0.865.581.293.177.3624/01/2020
Vietnam Equity1.65-2.080.001.195.2613.3424/01/2020
USD Government Bond2.17-1.005.991.184.189.2824/01/2020
EUR Flexible Bond-0.04-1.592.361.093.576.1624/01/2020
EUR Diversified Bond0.08-2.401.511.043.686.4924/01/2020
Global Flexible Bond - EUR Hedged0.14-1.192.271.024.006.1524/01/2020
Target Date 2011 - 20150.290.302.491.002.756.3824/01/2020
Convertible Bond - Europe1.121.283.960.974.156.1224/01/2020
DKK Domestic Bond0.00-2.46-1.610.933.856.2424/01/2020
EUR Cautious Allocation0.35-1.072.530.913.405.9524/01/2020
NOK Moderate Allocation0.092.996.640.864.298.9624/01/2020
Global Frontier Markets Equity2.273.524.770.834.429.6524/01/2020
JPY Bond0.50-3.181.380.745.7910.3624/01/2020
EUR Inflation-Linked Bond-0.04-2.181.050.623.587.0824/01/2020
RMB High Yield Bond2.89-4.433.390.61-7.5024/01/2020
Global Bond - EUR Biased0.14-1.901.300.573.426.1624/01/2020
GBP Diversified Bond - Short Term0.350.381.720.560.480.6824/01/2020
Global Bond - EUR Hedged0.15-2.091.130.562.966.6824/01/2020
Global Bond - CHF Hedged1.790.586.690.521.148.9424/01/2020
USD Diversified Bond - Short Term1.60-1.013.210.504.367.8624/01/2020
Global Bond - CHF Biased1.340.646.300.502.128.8424/01/2020
Global Flexible Bond - CHF Hedged1.601.486.670.431.148.0024/01/2020
GBP Money Market - Short Term0.050.170.690.410.330.0924/01/2020
Canada Equity3.455.8515.150.342.9511.9924/01/2020
GBP Money Market0.050.150.550.310.260.0824/01/2020
Property - Direct Global0.36-0.970.690.222.619.1024/01/2020
HKD Bond1.99-0.533.330.204.008.1524/01/2020
NOK High Yield Bond-0.760.91-0.460.203.469.0424/01/2020
Global Inflation-Linked Bond - EUR Hedged0.81-1.771.360.053.167.2424/01/2020
USD Money Market - Short Term1.43-1.311.710.053.867.8224/01/2020
EUR Corporate Bond - Short Term-0.27-2.10-0.730.013.195.7624/01/2020
USD Money Market1.48-1.301.81-0.013.777.7824/01/2020
CHF Bond2.201.004.98-0.040.809.2424/01/2020
Sector Equity Natural Resources-0.833.8210.78-0.284.7615.8224/01/2020
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
Property - Direct Europe-1.05-3.59-3.00-0.592.737.8524/01/2020
EUR Diversified Bond - Short Term-0.38-2.35-2.05-0.592.525.8024/01/2020
NOK Cautious Allocation-0.371.812.04-0.652.768.4324/01/2020
EUR Government Bond - Short Term-0.33-2.63-2.46-0.752.316.3524/01/2020
EUR Ultra Short-Term Bond-0.41-2.39-2.94-0.842.295.7124/01/2020
Global Bond - NOK Hedged-0.520.211.58-0.882.618.8124/01/2020
EUR Money Market-0.46-2.48-3.30-0.962.175.7124/01/2020
EUR Money Market - Short Term-0.47-2.52-3.57-1.102.045.7124/01/2020
SEK Cautious Allocation0.281.121.30-1.132.087.6424/01/2020
CHF Money Market1.060.211.45-1.31-0.078.0124/01/2020
CHF Bond - Short Term1.110.121.14-1.50-0.418.2124/01/2020
Turkey Equity7.4115.469.66-1.59-7.7033.0224/01/2020
South Africa & Namibia Equity-1.821.670.92-1.671.3916.3924/01/2020
Indonesia Equity2.37-3.02-5.44-1.750.2415.7124/01/2020
Property - Direct Other-0.130.486.32-1.871.0921.9224/01/2020
Korea Equity2.997.60-1.94-1.950.7015.6624/01/2020
NOK Bond - Short Term-1.100.05-2.47-2.051.678.4524/01/2020
NOK Bond-0.550.09-2.83-2.261.208.4424/01/2020
SEK Corporate Bond-0.50-0.31-2.51-2.611.198.6624/01/2020
SEK Bond-0.52-1.50-3.91-2.940.758.7324/01/2020
Commodities - Energy-1.818.825.18-3.27-21.6620/01/2020
France Small/Mid-Cap Equity-3.590.025.24-3.312.6814.0524/01/2020
Commodities - Broad Basket-2.99-3.00-1.63-3.66-2.2410.4724/01/2020
SEK Ultra Short-Term Bond-0.78-0.97-5.55-4.28-0.388.6824/01/2020
Sector Equity Energy-1.55-0.76-2.18-5.63-1.2615.8024/01/2020
Commodities - Broad Agriculture-1.570.00-8.92-11.15-6.8511.8624/01/2020
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-0.82-4.72-8.81---06/01/2020
Commodities - Industrial & Broad Metals0.073.110.79---06/01/2020
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-------
RMB Bond - Onshore2.582.181.07--7.4824/01/2020
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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