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
Commodities - Precious Metals38.2516.7638.0224.0015.1117.3218/09/2020
Sector Equity Precious Metals51.3331.0053.1021.4427.7233.0218/09/2020
Sector Equity Technology28.808.7334.3719.5723.9718.9118/09/2020
US Large-Cap Growth Equity20.455.0821.2918.6919.2416.7818/09/2020
Sector Equity Alternative Energy35.9321.6537.3214.5815.7320.0218/09/2020
Global Large-Cap Growth Equity14.685.8317.0713.0415.4014.4318/09/2020
China Equity - A Shares26.9217.4028.2412.5116.7218.7618/09/2020
US Large-Cap Blend Equity6.913.607.9311.9815.4415.5818/09/2020
Europe High Yield Bond-1.32-0.717.2811.946.739.0627/04/2018
Greater China Equity20.2510.6925.0311.2317.4817.3518/09/2020
Sector Equity Healthcare14.092.4820.2311.1810.7914.5018/09/2020
Taiwan Large-Cap Equity14.597.8221.2110.9417.0517.8118/09/2020
US Flex-Cap Equity5.392.945.8310.8613.9917.5118/09/2020
Sector Equity Biotechnology18.27-1.8128.059.937.9621.4718/09/2020
Sector Equity Ecology13.1010.0215.849.8713.3315.3318/09/2020
Denmark Equity24.4511.9130.639.5215.0114.8418/09/2020
Switzerland Equity9.375.6713.269.3712.2810.6618/09/2020
EUR Bond - Long Term15.864.166.029.3311.0111.7618/09/2020
China Equity21.2010.2123.169.3116.0517.3518/09/2020
Nordic Small/Mid-Cap Equity19.6018.3332.629.0017.0920.7518/09/2020
Switzerland Small/Mid-Cap Equity10.658.3415.648.7217.4714.1718/09/2020
Sweden Equity17.5816.8224.368.5613.5416.7818/09/2020
Europe Large-Cap Growth Equity10.587.2214.878.3011.6913.3318/09/2020
Sector Equity Water3.055.585.148.2913.1314.1618/09/2020
Finland Equity16.5313.5220.387.9815.7917.1618/09/2020
Greater China Allocation14.065.0812.947.70-11.5418/09/2020
Nordic Equity16.2313.6420.797.6312.4515.4918/09/2020
USD Corporate Bond9.31-1.855.127.598.789.4318/09/2020
Sector Equity Consumer Goods & Services8.286.207.757.5011.7015.6718/09/2020
Global Corporate Bond - USD Hedged8.08-1.753.497.239.289.4018/09/2020
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
Russia Equity-9.932.08-6.666.8417.0520.9718/09/2020
Sector Equity Utilities-1.23-1.95-2.726.8311.9314.0318/09/2020
US Small-Cap Equity0.873.810.186.8212.1621.2418/09/2020
Global Large-Cap Blend Equity3.234.024.656.7311.3513.9518/09/2020
Property - Indirect Switzerland6.172.785.886.6311.399.9307/09/2020
Asia ex-Japan Equity11.9310.2815.256.4213.8315.3118/09/2020
Sector Equity Industrial Materials4.339.275.546.3813.7817.7118/09/2020
Target Date 2046+3.554.715.766.3610.9013.1118/09/2020
USD Inflation-Linked Bond10.63-1.105.126.267.069.4518/09/2020
SGD Bond5.710.323.036.259.007.0518/09/2020
BRIC Equity-2.127.052.806.2316.4117.4118/09/2020
Europe Mid-Cap Equity9.089.7714.526.1610.4116.8118/09/2020
Japan Large-Cap Equity4.053.026.176.1511.3713.6918/09/2020
Global Corporate Bond - CHF Hedged13.252.2310.276.117.799.5518/09/2020
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
Global Corporate Bond7.72-0.593.816.058.348.3218/09/2020
Convertible Bond - Global12.773.6910.075.999.568.8418/09/2020
Global Inflation-Linked Bond - USD Hedged7.60-1.750.805.998.079.7218/09/2020
Convertible Bond - Global, CHF Hedged15.915.3114.575.977.829.4718/09/2020
USD Diversified Bond8.73-2.693.265.967.529.1918/09/2020
Global Bond - ILS8.42-1.234.515.9310.348.7918/09/2020
GBP Inflation-Linked Bond9.87-1.413.425.926.5110.2818/09/2020
Asia-Pacific ex-Japan Equity7.528.949.515.8913.5115.5018/09/2020
Global Small-Cap Equity4.426.305.505.8111.1418.5218/09/2020
GBP Government Bond8.42-1.395.645.815.226.4018/09/2020
Israel Large/Mid-Cap Equity-9.99-1.98-5.015.799.3318.2817/09/2020
Target Date 2041 - 20453.614.575.485.7810.4612.5018/09/2020
Global Emerging Markets Corporate Bond5.000.201.595.729.6711.3718/09/2020
USD Government Bond9.92-3.403.675.696.5310.9118/09/2020
Asia Bond6.59-0.512.195.658.639.2318/09/2020
USD Aggressive Allocation2.341.201.525.639.5211.5218/09/2020
Japan Small/Mid-Cap Equity8.137.5912.765.5815.8717.0618/09/2020
Convertible Bond - Global, USD Hedged10.511.607.495.558.219.1118/09/2020
Sector Equity Private Equity-5.491.70-3.485.5511.7316.9518/09/2020
US Mid-Cap Equity-4.322.25-4.905.5310.4619.0218/09/2020
CHF Aggressive Allocation7.243.367.405.458.649.8618/09/2020
Global Bond - CHF Hedged11.861.227.685.386.359.1018/09/2020
Global Bond - USD Hedged6.13-2.620.415.347.259.1318/09/2020
Asia-Pacific Equity4.925.496.675.2112.0313.5218/09/2020
Global Flex-Cap Equity2.365.174.405.1710.4216.5918/09/2020
Global Flexible Bond - USD Hedged5.22-1.700.245.168.079.2818/09/2020
Target Date 2031 - 20355.084.055.775.139.7710.9018/09/2020
Asia Allocation6.833.615.765.099.3811.4018/09/2020
RMB Bond7.860.534.274.947.897.3218/09/2020
USD Flexible Bond4.59-1.61-0.104.817.729.5918/09/2020
USD Moderate Allocation1.84-0.15-0.444.808.359.5818/09/2020
Netherlands Equity7.058.388.374.8014.6116.5518/09/2020
Asia Bond - Local Currency4.91-1.051.154.768.067.9418/09/2020
USD High Yield Bond2.42-0.80-1.324.688.419.6518/09/2020
Australia & New Zealand Equity3.718.280.484.6711.7521.0418/09/2020
Islamic Global Equity0.123.511.834.659.1713.2118/09/2020
USD Flexible Allocation2.090.38-0.194.648.4010.4218/09/2020
USD Cautious Allocation3.55-1.59-0.394.637.428.4218/09/2020
Japan Flex-Cap Equity3.403.917.154.6112.1315.2418/09/2020
Target Date 2036 - 20401.493.993.254.569.7611.9718/09/2020
GBP Corporate Bond4.831.805.414.545.416.2318/09/2020
GBP Diversified Bond5.390.955.214.504.875.4318/09/2020
Islamic Global Bond2.51-3.65-1.044.489.9111.1518/09/2020
JPY Bond5.63-2.37-2.074.458.0010.6318/09/2020
Global High Yield Bond1.87-0.05-1.394.378.6210.1718/09/2020
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
Target Date 2026 - 20304.333.363.994.278.759.4418/09/2020
US Large-Cap Value Equity-8.160.71-8.274.1910.1816.1718/09/2020
Global Bond7.480.092.794.186.707.7018/09/2020
Global Inflation-Linked Bond6.07-1.051.024.166.247.7918/09/2020
RMB Bond - Onshore6.89-0.203.704.155.227.5918/09/2020
Global Emerging Markets Bond3.590.640.134.038.9211.6518/09/2020
EUR Aggressive Allocation - Global5.204.415.264.018.8311.4518/09/2020
GBP Adventurous Allocation-2.213.751.094.017.8613.3418/09/2020
Global Equity Income-2.672.12-1.603.979.1412.9118/09/2020
CHF Moderate Allocation5.793.255.163.977.058.7018/09/2020
Global Corporate Bond - EUR Hedged12.633.668.453.947.557.6018/09/2020
RMB High Yield Bond6.980.980.383.94-8.9118/09/2020
Global Flexible Bond - CHF Hedged11.162.147.603.906.439.0018/09/2020
Global Corporate Bond - GBP Hedged4.422.345.583.863.946.0918/09/2020
Europe ex-UK Equity3.365.856.013.839.6714.2718/09/2020
SEK Flexible Allocation10.298.4211.963.837.7612.7218/09/2020
Sector Equity Agriculture2.338.29-0.703.788.7314.7618/09/2020
Global Bond - USD Biased6.55-1.471.693.786.888.3718/09/2020
Global Flexible Bond4.71-0.311.123.787.718.2418/09/2020
HKD Bond5.09-3.17-0.073.735.669.0218/09/2020
Asia High Yield Bond3.940.49-0.503.728.8110.7918/09/2020
Europe Bond9.402.854.543.706.966.7018/09/2020
USD Diversified Bond - Short Term3.84-3.38-1.423.565.508.6918/09/2020
Convertible Bond - Global, EUR Hedged14.236.2311.833.507.298.4518/09/2020
AUD Bond-4.89-3.44-3.813.50-1.0312.6127/04/2018
CHF Bond8.140.773.243.484.879.3118/09/2020
EUR Government Bond10.092.823.463.486.407.1018/09/2020
EUR Subordinated Bond7.834.215.683.478.339.2918/09/2020
Convertible Bond - Global, GBP Hedged7.365.8110.713.373.639.3318/09/2020
Europe ex-UK Small/Mid-Cap Equity9.1311.9512.943.3611.4617.0318/09/2020
Global Inflation-Linked Bond - GBP Hedged5.062.333.943.343.504.2018/09/2020
CHF Cautious Allocation6.481.584.443.325.648.1218/09/2020
Global High Yield Bond - CHF Hedged6.053.184.173.326.6910.5818/09/2020
Target Date 2021 - 20257.543.455.673.307.197.2518/09/2020
GBP Moderately Adventurous Allocation-1.892.950.843.266.3511.3718/09/2020
Global Bond - CHF Biased7.961.184.653.195.829.1218/09/2020
Global Inflation-Linked Bond - EUR Hedged12.693.426.153.186.777.3618/09/2020
Vietnam Equity1.343.42-7.413.1111.2123.9218/09/2020
Global Bond - GBP Biased2.083.583.683.074.479.1118/09/2020
Europe Small-Cap Equity4.699.2711.613.0111.2118.4518/09/2020
GBP Flexible Bond2.621.993.123.004.276.5218/09/2020
USD Money Market - Short Term2.68-4.16-2.782.974.908.7018/09/2020
DKK Bond9.822.543.862.917.226.2018/09/2020
EUR Corporate Bond8.563.273.712.917.056.7418/09/2020
USD Money Market2.73-4.16-2.722.914.808.6418/09/2020
Germany Small/Mid-Cap Equity11.757.0814.812.909.9917.2818/09/2020
Global Flexible Bond - GBP Hedged2.882.344.072.823.546.4618/09/2020
EUR Moderate Allocation - Global5.233.783.412.807.308.5218/09/2020
GBP Cautious Allocation0.871.331.502.764.075.4118/09/2020
EUR Diversified Bond8.932.803.442.726.386.6618/09/2020
Global Bond - GBP Hedged3.601.593.422.722.934.2218/09/2020
SEK Moderate Allocation9.976.9810.252.697.6410.1718/09/2020
Global Emerging Markets Corporate Bond - EUR Biased9.325.266.342.678.2810.5118/09/2020
Global Emerging Markets Equity1.917.724.622.6511.6315.5618/09/2020
Sector Equity Natural Resources2.5710.832.362.5111.4022.8518/09/2020
Property - Indirect Europe-9.621.18-2.692.486.2015.2618/09/2020
Global Emerging Markets Allocation1.824.362.032.478.9811.9318/09/2020
DKK Domestic Bond9.372.483.552.466.755.9918/09/2020
CHF Money Market8.26-0.024.592.464.047.9918/09/2020
Target Date 2016 - 20206.211.593.082.446.176.5618/09/2020
CHF Bond - Short Term8.200.244.032.363.898.1918/09/2020
Global Bond - EUR Hedged10.792.845.612.365.976.8818/09/2020
GBP Moderately Cautious Allocation0.171.701.222.334.046.4918/09/2020
Sector Equity Communications11.281.998.792.285.2313.9818/09/2020
Eurozone Small-Cap Equity6.719.8112.002.2811.6317.7818/09/2020
EUR High Yield Bond5.534.392.352.267.929.0218/09/2020
Global Bond - EUR Biased8.372.253.382.255.946.6218/09/2020
Pacific ex-Japan Equity-5.670.94-7.792.209.9716.5618/09/2020
EUR Inflation-Linked Bond7.483.901.722.195.937.2218/09/2020
EUR Flexible Allocation - Global4.693.943.222.186.929.8418/09/2020
GBP Moderate Allocation-1.992.450.192.174.619.1918/09/2020
Global Flexible Bond - EUR Hedged9.233.425.052.146.677.7018/09/2020
EUR Aggressive Allocation3.174.113.032.147.8011.4518/09/2020
GBP High Yield Bond-0.713.261.062.144.3110.0618/09/2020
Target Date 2011 - 20157.882.975.822.145.457.3218/09/2020
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
EUR Cautious Allocation6.453.042.882.086.116.6018/09/2020
EUR Flexible Bond6.762.832.592.066.077.0518/09/2020
Global High Yield Bond - EUR Hedged6.264.653.262.027.569.6118/09/2020
EUR Cautious Allocation - Global6.403.063.021.996.226.7318/09/2020
Europe Flex-Cap Equity3.487.046.571.948.4715.8418/09/2020
Europe Large-Cap Blend Equity-0.134.442.411.927.4213.7018/09/2020
Asia-Pacific ex-Japan Equity Income-3.233.89-3.591.899.6514.2518/09/2020
France Equity-7.482.82-5.691.868.5915.6718/09/2020
Asia ex-Japan Small/Mid-Cap Equity6.648.326.131.839.0518.1118/09/2020
EUR Moderate Allocation4.943.892.981.826.528.7218/09/2020
GBP Flexible Allocation-2.012.920.321.774.379.9418/09/2020
Global High Yield Bond - GBP Hedged-1.793.460.181.753.889.6118/09/2020
UK Small-Cap Equity-10.864.731.101.716.5420.9718/09/2020
Global Large-Cap Value Equity-6.111.69-4.551.588.1314.3718/09/2020
Africa & Middle East Equity-6.147.02-10.111.505.0016.1718/09/2020
Emerging Europe Bond3.630.240.941.466.448.6418/09/2020
CAD Bond-5.50-1.93-2.591.44-0.2410.7427/04/2018
Property - Indirect Global-12.16-2.25-13.721.396.6315.5218/09/2020
EUR Corporate Bond - Short Term7.712.433.141.355.345.7718/09/2020
Global Emerging Markets Bond - EUR Biased7.485.504.231.337.6711.7918/09/2020
Hong Kong Equity1.382.691.041.2510.2915.4118/09/2020
Sector Equity Infrastructure-6.58-1.48-6.761.218.8214.7518/09/2020
EUR Flexible Allocation3.723.442.541.136.4110.1618/09/2020
EUR Government Bond - Short Term7.921.642.671.114.516.4018/09/2020
Convertible Bond - Europe9.024.566.051.096.227.0518/09/2020
EUR Diversified Bond - Short Term7.771.922.971.074.765.8318/09/2020
Global Emerging Markets Bond - Local Currency-1.67-0.79-3.361.027.8010.8318/09/2020
Property - Direct Europe6.770.991.090.994.707.7618/09/2020
Property - Indirect Asia-11.11-1.87-13.030.968.0016.2818/09/2020
Property - Direct Global4.66-0.130.550.924.057.1318/09/2020
EUR Ultra Short-Term Bond7.851.653.060.924.515.6818/09/2020
GBP Diversified Bond - Short Term0.810.400.930.830.631.0018/09/2020
EUR Money Market7.671.352.840.804.325.7818/09/2020
Eurozone Flex-Cap Equity0.443.96-0.040.778.1115.8418/09/2020
Eurozone Large-Cap Equity-0.694.120.470.707.9714.9618/09/2020
EUR Money Market - Short Term7.591.162.740.674.185.8318/09/2020
Germany Equity2.617.335.200.648.6217.8718/09/2020
Global Emerging Markets Small/Mid-Cap Equity2.687.563.590.499.0218.3218/09/2020
GBP Money Market - Short Term0.270.010.430.460.330.1018/09/2020
GBP Money Market0.220.010.370.400.300.1018/09/2020
SEK Cautious Allocation9.374.987.790.214.718.9718/09/2020
Canada Equity-2.991.50-5.310.164.2417.6218/09/2020
Korea Equity11.8512.5214.060.054.1617.3218/09/2020
Property - Direct UK-4.22-0.85-4.980.040.752.9318/09/2020
Eurozone Mid-Cap Equity-0.805.791.72-0.148.6217.1318/09/2020
Global Bond - NOK Hedged3.052.27-1.20-0.204.9311.3018/09/2020
SEK Bond11.043.746.67-0.243.669.0018/09/2020
UK Mid-Cap Equity-16.212.76-6.94-0.513.8120.5218/09/2020
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
NOK Moderate Allocation1.133.82-0.65-0.685.3313.8018/09/2020
NOK Bond4.591.48-0.14-0.704.0810.3018/09/2020
Sector Equity Financial Services-11.56-0.63-10.28-0.787.4619.8018/09/2020
Property - Indirect North America-15.56-5.12-20.95-0.854.7720.5418/09/2020
Norway Equity-7.298.07-6.62-0.8510.0322.7418/09/2020
NOK Cautious Allocation0.422.08-2.34-0.914.3112.3818/09/2020
SEK Corporate Bond8.935.176.74-1.013.659.7818/09/2020
Europe Equity Income-6.642.80-4.55-1.105.5214.2818/09/2020
Greece Equity-16.414.36-16.22-1.114.6624.0318/09/2020
India Equity-2.3414.760.75-1.148.4223.4718/09/2020
Spain Equity-8.810.85-6.00-1.305.1116.1918/09/2020
Commodities - Broad Basket-1.2011.90-4.46-1.451.5714.1818/09/2020
UK Flex-Cap Equity-16.630.33-9.63-1.473.2018.8218/09/2020
NOK Bond - Short Term0.791.49-3.01-1.473.6010.3418/09/2020
Emerging Europe Equity-19.19-3.87-16.49-1.648.8620.3318/09/2020
SEK Ultra Short-Term Bond9.673.186.92-1.852.268.7018/09/2020
UK Large-Cap Equity-17.58-1.21-13.12-2.102.9115.5518/09/2020
NOK High Yield Bond-4.383.72-7.91-2.205.0117.7518/09/2020
Italy Equity-3.534.98-0.58-2.344.3117.6518/09/2020
Europe Large-Cap Value Equity-8.982.62-7.07-2.594.8515.6418/09/2020
ASEAN Equity-13.51-2.82-16.58-2.735.7416.8618/09/2020
Singapore Equity-16.90-5.50-18.15-2.845.6116.6818/09/2020
Thailand Equity-18.76-10.08-25.36-3.816.2220.7018/09/2020
Africa Equity-12.63-0.20-13.04-3.880.8517.5518/09/2020
UK Equity Income-20.60-1.80-14.76-3.931.0616.5618/09/2020
Global Frontier Markets Equity-9.084.42-9.99-4.084.9718.3418/09/2020
Brazil Equity-31.100.97-24.91-5.8811.9334.3718/09/2020
Poland Equity-2.333.50-2.94-6.473.5120.0618/09/2020
South Africa & Namibia Equity-18.453.95-17.68-6.610.8923.0818/09/2020
Emerging Europe ex-Russia Equity-19.00-4.61-19.24-7.713.8817.7218/09/2020
Latin America Equity-28.37-0.46-25.30-8.115.9528.1218/09/2020
Property - Direct Other5.600.34-4.56-8.17-27.5613.3318/09/2020
Austria Equity-21.17-0.98-21.23-8.545.8921.2418/09/2020
Indonesia Equity-24.66-6.58-29.87-9.853.3324.7118/09/2020
Commodities - Grains-7.120.86-3.72-10.39-16.4411/06/2020
Sector Equity Energy-31.56-10.64-37.08-12.61-3.7125.6718/09/2020
Commodities - Broad Agriculture-14.22-7.07-20.59-13.05-7.4411.5615/06/2020
France Small/Mid-Cap Equity-27.40-1.43-28.42-15.50-2.9218.4118/09/2020
Turkey Equity-19.17-12.24-17.64-17.37-3.8435.6618/09/2020
Commodities - Energy-63.93-2.84-63.55-26.94-43.5207/09/2020
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 - Industrial & Broad Metals-23.63----07/09/2020
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 Bond-------
Other Equity-------
Other Inflation-Linked Bond-------
Property - Indirect Eurozone-----15.3218/09/2020
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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