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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 Technology28.951.9129.0817.0617.7816.0420/11/2019
US Large-Cap Growth Equity25.71-1.4121.5514.4715.3613.1820/11/2019
BRIC Equity17.10-0.0817.1813.7111.8213.2920/11/2019
Russia Equity29.974.6324.2013.3813.9517.1620/11/2019
Greece Equity30.91-0.3328.7213.221.2919.3520/11/2019
Sector Equity Private Equity28.361.7818.6813.0312.5611.0720/11/2019
Europe High Yield Bond-1.32-0.717.2811.946.739.0627/04/2018
Netherlands Equity27.531.9719.0411.5214.3413.0020/11/2019
Commodities - Precious Metals22.27-2.2927.0111.466.4915.4620/11/2019
Global Large-Cap Growth Equity22.35-0.1517.7311.4511.8111.7520/11/2019
France Large-Cap Equity22.523.0516.3611.2410.4812.4220/11/2019
Switzerland Small/Mid-Cap Equity23.30-0.0418.9911.0815.5912.5120/11/2019
Emerging Europe Equity22.733.8920.2110.888.2314.2820/11/2019
US Large-Cap Blend Equity23.00-0.0716.1010.8313.0011.8420/11/2019
Taiwan Large-Cap Equity21.715.4623.0110.7311.9514.3720/11/2019
US Flex-Cap Equity22.80-0.4616.0910.7112.9813.3120/11/2019
Property - Indirect Europe19.175.4313.4010.6610.0211.5020/11/2019
UK Small-Cap Equity15.796.659.1610.4610.4411.7720/11/2019
Sector Equity Utilities17.78-2.2615.5610.459.1413.3820/11/2019
Italy Equity17.874.6815.8810.426.8816.3620/11/2019
Switzerland Large-Cap Equity22.38-0.6419.0110.2010.0910.2320/11/2019
Greater China Equity17.580.7016.4710.0511.7115.4420/11/2019
Sector Equity Consumer Goods & Services20.07-1.3814.869.8410.2712.6820/11/2019
Thailand Equity8.90-5.408.669.748.2813.3720/11/2019
Europe Large-Cap Growth Equity21.260.8016.989.399.3911.3520/11/2019
Austria Equity13.921.371.809.349.9515.2120/11/2019
Sector Equity Ecology22.310.5116.079.3110.0611.6020/11/2019
Japan Small/Mid-Cap Equity15.713.067.559.1016.0613.8320/11/2019
Sector Equity Water22.80-0.7317.299.0710.4910.6120/11/2019
Eurozone Mid-Cap Equity17.972.2112.359.0510.3713.1220/11/2019
Sector Equity Industrial Materials22.064.0515.368.9110.3513.2720/11/2019
Europe ex-UK Large-Cap Equity17.570.9312.928.908.8911.4820/11/2019
Europe Mid-Cap Equity19.242.9713.528.809.9312.0520/11/2019
Property - Indirect Asia12.39-4.3914.158.649.5111.1820/11/2019
Europe Small-Cap Equity15.182.729.528.6211.6712.9320/11/2019
Asia-Pacific ex-Japan Equity12.42-0.0212.558.619.3212.4720/11/2019
Sector Equity Financial Services18.030.6511.278.559.2713.6920/11/2019
Asia ex-Japan Equity12.980.5613.788.559.3213.0420/11/2019
Global Large-Cap Blend Equity18.360.3012.638.539.7810.5320/11/2019
UK Mid-Cap Equity21.148.3314.118.488.8411.5320/11/2019
China Equity14.72-1.0012.508.4510.3916.0620/11/2019
Finland Equity15.282.6711.748.3011.8112.0220/11/2019
Sector Equity Healthcare13.93-1.058.498.289.5012.7520/11/2019
Spain Equity10.77-0.867.108.187.2212.8920/11/2019
Nordic Small/Mid-Cap Equity16.964.0013.738.1512.9313.1720/11/2019
Property - Indirect Global19.75-1.2715.068.099.3510.8220/11/2019
Target Date 2046+16.471.3011.998.068.779.6420/11/2019
Eurozone Small-Cap Equity11.393.154.458.0610.7113.9520/11/2019
Sector Equity Infrastructure16.04-2.2813.808.018.7211.6020/11/2019
Denmark Equity13.71-1.0811.987.9212.8312.9920/11/2019
Singapore Equity8.49-1.0711.707.896.2012.7920/11/2019
Global Flex-Cap Equity16.77-0.0110.897.809.4511.7420/11/2019
Eurozone Large-Cap Equity17.072.1411.557.797.9912.0420/11/2019
Emerging Europe ex-Russia Equity6.46-1.377.197.755.7513.9920/11/2019
Pacific ex-Japan Equity14.12-2.7813.717.738.3212.3320/11/2019
Sweden Equity15.714.7815.887.718.9312.1120/11/2019
Global Emerging Markets Equity11.480.8411.357.707.1912.3420/11/2019
Property - Indirect Eurozone15.925.596.237.6714.7211.9001/10/2019
Sector Equity Alternative Energy20.11-1.2315.367.616.1414.8020/11/2019
Global Small-Cap Equity18.130.1911.227.5811.1311.6320/11/2019
Japan Flex-Cap Equity16.514.749.367.5412.2912.7920/11/2019
Europe ex-UK Small/Mid-Cap Equity14.320.058.937.5310.9912.4520/11/2019
Target Date 2041 - 204515.120.8710.947.498.389.3820/11/2019
US Small-Cap Equity20.25-0.3111.237.4912.6315.3320/11/2019
Nordic Equity13.921.8413.057.478.6111.2620/11/2019
US Mid-Cap Equity23.91-0.8014.687.4511.9713.5520/11/2019
Target Date 2036 - 204015.550.9710.807.458.418.8220/11/2019
Asia-Pacific ex-Japan Equity Income11.41-1.0111.557.338.2910.8120/11/2019
Europe Large-Cap Blend Equity16.901.5212.097.327.2110.7820/11/2019
Global Equity Income15.910.3210.607.318.819.7220/11/2019
GBP Adventurous Allocation14.701.519.967.277.499.0320/11/2019
Asia-Pacific inc. Japan Equity13.641.3810.987.159.6511.0620/11/2019
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
Greater China Allocation11.64-2.7112.546.98-10.7320/11/2019
US Large-Cap Value Equity18.301.129.986.9610.8911.9320/11/2019
Latin America Equity7.20-2.396.826.964.0319.4820/11/2019
India Equity2.261.537.766.958.1318.4820/11/2019
Eurozone Flex-Cap Equity12.800.807.746.897.7812.6920/11/2019
China Equity - A Shares28.32-1.4522.876.8715.3217.5520/11/2019
UK Flex-Cap Equity15.595.219.866.646.8611.1620/11/2019
Israel Large/Mid-Cap Equity20.771.148.086.63-13.5619/11/2019
Germany Large-Cap Equity16.913.8610.666.567.9313.3520/11/2019
Japan Large-Cap Equity15.864.449.736.4911.3010.9520/11/2019
Hong Kong Equity5.46-2.905.096.429.4213.9320/11/2019
Target Date 2031 - 203511.77-0.528.686.417.418.5920/11/2019
Property - Indirect Switzerland15.59-7.8120.336.2511.2610.0913/11/2019
GBP Moderately Adventurous Allocation13.121.239.336.246.407.4820/11/2019
Global Large-Cap Value Equity14.251.957.906.248.5610.6020/11/2019
Europe Flex-Cap Equity13.861.128.386.187.8111.8320/11/2019
UK Large-Cap Equity13.792.888.986.165.8510.0420/11/2019
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
Europe Equity Income13.091.848.526.036.5510.7320/11/2019
Norway Equity4.27-1.76-1.586.027.2514.3920/11/2019
Germany Small/Mid-Cap Equity12.591.384.675.988.1513.6420/11/2019
Islamic Global Equity13.590.597.695.857.5010.1420/11/2019
EUR Aggressive Allocation9.21-1.415.395.846.869.7120/11/2019
Target Date 2026 - 203010.93-1.587.405.696.657.8720/11/2019
Australia & New Zealand Equity17.00-2.3312.725.687.3712.3020/11/2019
Property - Indirect North America21.56-3.9514.325.609.1715.4120/11/2019
EUR Aggressive Allocation - Global11.65-1.717.255.546.489.1820/11/2019
EUR Bond - Long Term11.78-10.6215.425.527.4612.5120/11/2019
Europe Large-Cap Value Equity12.723.167.115.365.9911.4620/11/2019
Africa & Middle East Equity5.02-7.885.785.332.2811.4020/11/2019
Sector Equity Communications16.48-2.3111.435.276.1613.1820/11/2019
Sector Equity Agriculture11.03-5.513.815.265.3411.5020/11/2019
USD Aggressive Allocation13.11-2.039.215.107.829.3220/11/2019
Global Bond - ILS12.55-5.2613.725.089.378.6520/11/2019
Global Emerging Markets Allocation8.57-2.258.395.005.469.7120/11/2019
UK Equity Income11.804.076.734.765.1910.0720/11/2019
Sector Equity Biotechnology19.650.4611.974.727.0018.7620/11/2019
GBP Moderate Allocation10.381.187.714.694.835.5920/11/2019
GBP Corporate Bond9.44-0.1210.024.674.843.7020/11/2019
Poland Equity-1.93-2.741.204.670.9816.4920/11/2019
Vietnam Equity4.34-5.512.734.5510.2913.7620/11/2019
ASEAN Equity5.11-4.686.974.494.2511.2320/11/2019
Global High Yield Bond - GBP Hedged9.341.417.624.453.883.6920/11/2019
GBP Flexible Allocation10.361.207.674.414.476.2820/11/2019
GBP High Yield Bond9.061.247.504.394.533.5420/11/2019
USD Moderate Allocation11.10-3.039.324.387.718.0720/11/2019
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
Asia Allocation10.09-2.3410.544.307.299.1420/11/2019
Global Bond - GBP Biased10.620.4410.614.303.163.5520/11/2019
GBP Government Bond8.38-2.4710.114.134.905.9920/11/2019
Global Emerging Markets Small/Mid-Cap Equity8.92-1.089.684.085.6512.1620/11/2019
Global Emerging Markets Corporate Bond9.80-4.3811.084.058.618.1520/11/2019
GBP Diversified Bond8.07-0.728.654.014.284.2820/11/2019
GBP Cautious Allocation8.210.727.423.934.223.5320/11/2019
Global Emerging Markets Bond - Local Currency7.09-4.019.253.853.9610.1820/11/2019
USD Flexible Allocation10.74-3.218.533.827.428.8920/11/2019
Islamic Global Bond10.13-3.3612.783.777.929.0920/11/2019
Africa Equity5.41-1.193.053.73-1.2513.5420/11/2019
EUR Flexible Allocation - Global6.81-3.243.663.734.548.5320/11/2019
EUR High Yield Bond3.22-5.432.953.725.237.1520/11/2019
Target Date 2021 - 20256.22-3.694.073.714.727.1020/11/2019
Global High Yield Bond8.83-4.458.083.708.097.5020/11/2019
GBP Flexible Bond7.680.277.573.664.053.4420/11/2019
EUR Moderate Allocation - Global6.61-3.564.323.604.697.5320/11/2019
Global Corporate Bond - USD Hedged10.05-5.6211.703.548.258.5620/11/2019
GBP Moderately Cautious Allocation8.170.186.813.523.863.8220/11/2019
AUD Bond-4.89-3.44-3.813.50-1.0312.6127/04/2018
USD High Yield Bond8.69-4.567.303.487.867.5620/11/2019
USD Corporate Bond10.91-5.5512.713.447.818.6920/11/2019
CHF Aggressive Allocation10.41-4.238.153.434.799.0920/11/2019
Global Corporate Bond - GBP Hedged9.120.039.793.423.142.9120/11/2019
EUR Flexible Allocation5.96-3.003.353.424.188.9920/11/2019
Global Emerging Markets Bond8.45-5.3910.223.417.308.7920/11/2019
GBP Inflation-Linked Bond6.30-7.716.983.356.019.7620/11/2019
Property - Direct UK-0.43-0.57-0.863.293.012.1420/11/2019
EUR Moderate Allocation5.57-3.213.313.234.367.7720/11/2019
Global Flexible Bond - GBP Hedged6.970.446.783.202.972.9520/11/2019
Global Corporate Bond8.47-5.1210.043.196.717.7820/11/2019
Asia Bond - Local Currency5.24-4.698.343.146.068.4220/11/2019
Sector Equity Precious Metals26.35-8.9535.023.0810.3024.6920/11/2019
Global High Yield Bond - EUR Hedged3.41-5.292.433.054.067.0720/11/2019
Asia Bond8.68-5.1110.742.957.608.2920/11/2019
Global Emerging Markets Corporate Bond - EUR Biased3.61-5.464.612.843.967.9420/11/2019
Target Date 2016 - 20202.83-4.682.542.774.156.7620/11/2019
Global Flexible Bond - USD Hedged6.91-5.417.792.717.458.0720/11/2019
USD Cautious Allocation7.38-4.737.222.666.457.7020/11/2019
SEK Moderate Allocation3.75-2.154.042.654.328.4320/11/2019
Asia High Yield Bond9.24-4.1611.552.649.457.9020/11/2019
Convertible Bond - Global, GBP Hedged9.242.466.692.642.145.4820/11/2019
Asia ex-Japan Small/Mid-Cap Equity7.72-1.658.862.605.9512.7220/11/2019
Europe Bond2.41-6.163.992.553.817.4220/11/2019
Emerging Europe Bond3.95-4.545.752.473.708.7320/11/2019
USD Flexible Bond6.80-5.217.312.467.158.0220/11/2019
SEK Flexible Allocation5.08-1.054.842.443.849.6620/11/2019
Global Emerging Markets Bond - EUR Biased3.08-6.444.532.433.599.3520/11/2019
CHF Moderate Allocation7.82-5.046.972.415.118.4220/11/2019
Convertible Bond - Global, USD Hedged8.90-3.647.482.307.117.6720/11/2019
EUR Corporate Bond1.18-7.122.162.283.547.3620/11/2019
Global Corporate Bond - EUR Hedged3.45-6.554.722.273.337.8420/11/2019
RMB Bond2.64-5.005.332.235.677.6520/11/2019
Convertible Bond - Global5.68-4.544.312.226.237.2620/11/2019
DKK Bond-1.76-7.79-0.652.223.487.2520/11/2019
EUR Cautious Allocation2.36-5.291.862.223.316.8920/11/2019
Global Bond - GBP Hedged5.63-0.616.532.182.212.8220/11/2019
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
Global Flexible Bond4.50-5.165.032.036.167.7220/11/2019
EUR Cautious Allocation - Global2.67-5.211.952.003.336.8920/11/2019
Global Inflation-Linked Bond - GBP Hedged5.17-1.855.331.892.353.4820/11/2019
RMB High Yield Bond6.52-5.558.271.88-7.7820/11/2019
USD Diversified Bond6.98-5.929.101.876.608.6520/11/2019
Global Bond - USD Hedged5.48-6.177.401.866.758.5920/11/2019
Commodities - Energy15.25-4.54-1.881.85-6.8221.5413/11/2019
EUR Government Bond0.63-7.632.891.753.198.0620/11/2019
DKK Domestic Bond-2.81-7.56-1.811.683.097.0620/11/2019
Target Date 2011 - 20150.43-3.690.961.652.056.9220/11/2019
Sector Equity Natural Resources9.66-0.173.191.643.0715.8720/11/2019
Convertible Bond - Global, EUR Hedged3.03-4.551.551.613.087.2820/11/2019
Global Bond4.11-6.096.111.604.817.8820/11/2019
Convertible Bond - Europe1.89-4.890.001.603.637.3220/11/2019
EUR Inflation-Linked Bond-0.48-7.270.691.582.958.0720/11/2019
CAD Money Market-4.28-1.29-0.271.58-1.9210.3527/04/2018
EUR Diversified Bond0.10-7.151.521.573.077.4620/11/2019
EUR Flexible Bond0.70-6.121.571.562.607.1520/11/2019
NOK Moderate Allocation5.64-3.912.671.512.909.3320/11/2019
South Africa & Namibia Equity3.734.943.181.501.6716.8420/11/2019
Global Flexible Bond - EUR Hedged0.62-6.201.071.502.787.2620/11/2019
CAD Bond-5.50-1.93-2.591.44-0.2410.7427/04/2018
Global Inflation-Linked Bond - USD Hedged4.61-7.525.711.407.269.6220/11/2019
NOK High Yield Bond-2.28-6.79-3.751.370.169.4520/11/2019
Global High Yield Bond - CHF Hedged5.01-6.624.651.265.058.4220/11/2019
Global Inflation-Linked Bond3.36-6.524.531.253.357.9420/11/2019
Canada Equity18.42-1.1011.351.211.2212.0320/11/2019
Global Corporate Bond - CHF Hedged5.70-7.777.701.195.399.7520/11/2019
Global Bond - EUR Biased0.01-6.811.131.072.857.1020/11/2019
Global Bond - EUR Hedged-0.34-7.031.191.052.237.8020/11/2019
Global Frontier Markets Equity3.85-5.581.371.032.7510.1220/11/2019
Global Bond - USD Biased5.12-5.815.790.965.718.0320/11/2019
USD Government Bond4.01-6.496.640.865.179.5920/11/2019
CHF Cautious Allocation4.75-6.564.880.773.958.5020/11/2019
HKD Bond2.99-5.644.830.766.268.2920/11/2019
USD Inflation-Linked Bond5.35-6.436.660.655.089.3120/11/2019
Convertible Bond - Global, CHF Hedged4.82-5.894.110.584.718.6420/11/2019
EUR Corporate Bond - Short Term-2.22-6.39-1.600.542.146.6120/11/2019
GBP Diversified Bond - Short Term1.390.071.490.520.620.6920/11/2019
Global Inflation-Linked Bond - EUR Hedged-1.03-8.46-0.150.462.578.3420/11/2019
GBP Money Market - Short Term0.590.130.680.380.320.0920/11/2019
Property - Direct Europe-3.50-7.02-3.170.362.038.5520/11/2019
GBP Money Market0.490.130.560.320.290.0820/11/2019
USD Diversified Bond - Short Term1.82-5.622.660.265.387.9420/11/2019
Global Flexible Bond - CHF Hedged2.36-7.433.520.133.498.8220/11/2019
Global Bond - CHF Biased2.80-7.013.930.113.469.5720/11/2019
EUR Diversified Bond - Short Term-3.50-6.48-2.65-0.011.556.6620/11/2019
EUR Government Bond - Short Term-3.52-6.89-2.44-0.061.417.1520/11/2019
JPY Bond1.92-9.496.43-0.067.5711.9020/11/2019
NOK Cautious Allocation0.86-5.64-0.72-0.111.258.8520/11/2019
USD Money Market - Short Term0.35-5.621.36-0.114.997.8520/11/2019
RMB Bond - Onshore-0.57-5.252.01-0.154.087.9320/11/2019
Global Bond - CHF Hedged2.31-8.374.58-0.224.049.7720/11/2019
EUR Ultra Short-Term Bond-4.32-6.31-3.61-0.261.356.5120/11/2019
France Small/Mid-Cap Equity7.25-1.240.89-0.283.7114.7620/11/2019
USD Money Market0.44-5.631.36-0.334.777.8220/11/2019
SEK Cautious Allocation-2.42-4.21-1.04-0.351.058.2820/11/2019
EUR Money Market-4.70-6.33-3.93-0.391.236.5020/11/2019
Property - Direct Global-2.24-5.78-1.66-0.430.828.3720/11/2019
Global Bond - NOK Hedged0.09-7.950.29-0.471.039.4620/11/2019
EUR Money Market - Short Term-4.90-6.36-4.12-0.501.126.4920/11/2019
CHF Bond0.31-9.292.38-0.513.709.9020/11/2019
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
Korea Equity-5.812.65-5.23-0.852.3215.7020/11/2019
SEK Corporate Bond-6.46-5.03-4.35-1.42-0.189.2120/11/2019
NOK Bond - Short Term-3.96-7.12-4.69-1.47-0.218.8420/11/2019
NOK Bond-4.45-8.08-4.87-1.72-0.298.9220/11/2019
CHF Money Market-2.73-7.53-1.37-1.772.448.5320/11/2019
SEK Bond-6.97-6.75-4.12-1.79-0.069.3920/11/2019
Commodities - Broad Basket0.32-4.01-4.88-1.85-5.2410.4020/11/2019
CHF Bond - Short Term-3.00-8.18-1.56-1.952.488.7420/11/2019
Indonesia Equity-4.68-10.61-0.99-2.240.7116.8920/11/2019
SEK Ultra Short-Term Bond-9.18-5.41-6.76-3.14-1.599.1820/11/2019
Sector Equity Energy1.47-3.26-8.07-3.66-4.0916.3120/11/2019
Turkey Equity7.663.917.41-5.25-7.4033.2320/11/2019
TRY Bond-8.53-5.41-14.57-5.57-9.8118.0627/04/2018
Commodities - Broad Agriculture-10.50-2.12-11.37-10.21-7.4311.7720/11/2019
Property - Direct Other1.380.162.09-13.72-11.6725.9320/11/2019
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-------
Brazil Equity--4.11---26.4420/11/2019
Capital Protected-------
Commodities - Grains-6.35-2.681.08---19/09/2019
Commodities - Industrial & Broad Metals-3.52-1.31---12.1919/09/2019
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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