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
Turkey Equity1.89-6.8813.8031.0715.3036.2101/12/2023
Commodities - Energy-9.13-4.81-10.1726.680.1827.3730/11/2023
Sector Equity Energy2.46-0.720.1326.516.7525.0101/12/2023
Commodities - Industrial & Broad Metals27.3614.0048.5823.39-29.7228/11/2023
Greece Equity36.41-2.9843.7419.7715.7022.6401/12/2023
Emerging Europe ex-Russia Equity27.886.3734.4715.197.8216.8201/12/2023
India Equity11.244.677.3913.349.5914.3501/12/2023
Vietnam Equity3.76-9.917.3511.759.1021.3801/12/2023
Sector Equity Natural Resources-5.40-1.51-7.4811.489.4920.5101/12/2023
Sector Equity Private Equity19.707.0813.9210.5511.6019.8401/12/2023
US Equity Income2.820.910.2110.209.1011.7101/12/2023
Taiwan Large-Cap Equity25.306.5720.3710.1014.2520.6701/12/2023
US Large-Cap Value Equity0.97-0.08-1.789.887.1913.2701/12/2023
France Equity11.680.8012.019.858.7216.8701/12/2023
Africa & Middle East Equity-1.11-1.43-2.589.825.9113.9301/12/2023
US Large-Cap Blend Equity12.901.438.219.4811.0013.2701/12/2023
Global Frontier Markets Equity7.24-0.288.799.415.5513.2901/12/2023
Systematic Trend USD-6.04-0.39-3.189.305.9916.6401/12/2023
Italy Equity15.562.6317.139.289.3918.1401/12/2023
Singapore Equity-5.26-2.81-3.829.144.3413.6801/12/2023
Global Large-Cap Value Equity4.30-0.272.838.536.5812.5501/12/2023
Multistrategy USD0.071.342.288.533.639.7001/12/2023
Canada Equity4.201.33-0.438.227.8313.3701/12/2023
South Africa & Namibia Equity-8.441.83-5.637.793.4719.4801/12/2023
Commodities - Broad Basket-11.21-3.10-11.107.664.2814.9601/12/2023
Europe Large-Cap Value Equity7.821.379.067.545.0316.3101/12/2023
Global Equity Income3.860.912.777.507.0610.9601/12/2023
Equity Market Neutral USD1.623.313.837.465.6910.4501/12/2023
US Mid-Cap Equity1.14-2.12-1.827.167.1915.9401/12/2023
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
Netherlands Equity6.700.206.886.9711.0816.2701/12/2023
Latin America Equity14.254.5812.406.962.9024.1101/12/2023
Austria Equity2.860.752.826.951.9520.3201/12/2023
Poland Equity30.7214.8437.976.81-1.3823.1127/11/2023
UK Large-Cap Equity4.080.602.326.814.4513.7301/12/2023
Sector Equity Industrial Materials3.75-1.052.436.669.3317.0901/12/2023
UK Equity Income2.130.831.086.463.7314.9701/12/2023
Sector Equity Financial Services10.634.868.946.435.9020.3801/12/2023
Europe Equity Income7.952.508.706.325.0414.0001/12/2023
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
France Small/Mid-Cap Equity0.69-0.260.395.960.3516.8703/08/2023
Global Large-Cap Blend Equity8.180.855.645.667.5711.8701/12/2023
Switzerland Equity5.03-0.874.665.568.9112.4601/12/2023
Europe ex-UK Equity8.531.718.505.497.5515.6301/12/2023
Europe Large-Cap Blend Equity7.141.207.165.446.3313.9901/12/2023
Global Bond - ILS1.391.001.355.024.388.1730/11/2023
Multistrategy GBP3.471.543.504.962.286.4401/12/2023
Sector Equity Water2.68-0.950.414.837.9514.8401/12/2023
Norway Equity-4.151.47-3.884.733.3322.6701/12/2023
Islamic Global Equity8.400.226.084.655.1611.3001/12/2023
Global Emerging Markets Small/Mid-Cap Equity7.860.827.834.616.4613.8401/12/2023
Australia & New Zealand Equity-6.66-0.13-9.254.377.4318.0901/12/2023
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
Property - Indirect North America-1.72-0.38-5.654.30-0.1617.9601/12/2023
US Large-Cap Growth Equity21.111.5114.754.2211.5317.0901/12/2023
Eurozone Large-Cap Equity9.171.509.024.115.4015.7501/12/2023
Spain Equity19.234.6822.284.113.4718.3801/12/2023
US Flex-Cap Equity9.46-0.304.693.937.6616.7101/12/2023
Macro Trading USD-1.011.470.743.903.5010.2701/12/2023
Sector Equity Communications20.404.4715.993.883.8814.9001/12/2023
Sector Equity Technology28.153.2520.253.8315.1421.2901/12/2023
USD Aggressive Allocation3.270.472.343.774.779.2101/12/2023
Brazil Equity14.596.5813.243.761.3128.7001/12/2023
USD Money Market-0.561.171.753.751.858.2901/12/2023
USD Money Market - Short Term-0.901.021.393.731.788.3901/12/2023
Eurozone Flex-Cap Equity7.600.779.533.654.5116.5401/12/2023
US Small-Cap Equity2.04-3.93-2.323.556.9918.1401/12/2023
NOK High Yield Bond-4.080.83-2.303.491.2010.5001/12/2023
Target Date 2046+6.731.684.793.456.1610.7501/12/2023
Asia ex-Japan Small/Mid-Cap Equity1.69-0.352.723.356.3314.2001/12/2023
GBP Allocation 80%+ Equity4.810.712.743.174.8710.4701/12/2023
Target Date 2036 - 20406.271.274.273.175.469.8301/12/2023
UK Flex-Cap Equity2.31-0.670.413.153.1316.3401/12/2023
Eurozone Small-Cap Equity5.220.676.763.065.0616.7501/12/2023
Global Flex-Cap Equity3.86-0.471.733.016.2714.3401/12/2023
Target Date 2041 - 20456.131.894.952.955.3910.4401/12/2023
CHF Money Market2.081.615.672.932.606.2501/12/2023
Sector Equity Utilities-5.531.96-5.112.895.5714.4601/12/2023
Long/Short Equity - Global-0.451.980.942.844.0711.3801/12/2023
CHF Aggressive Allocation3.760.464.442.814.7710.0401/12/2023
CHF Moderate Allocation4.411.065.202.744.597.7101/12/2023
USD High Yield Bond2.841.683.462.613.386.4801/12/2023
Europe Large-Cap Growth Equity8.121.136.342.588.0215.5701/12/2023
USD Flexible Allocation-0.560.49-0.342.513.518.1601/12/2023
USD Moderate Allocation1.660.801.172.393.627.1801/12/2023
Nordic Equity-0.324.50-0.032.198.4017.0001/12/2023
ASEAN Equity-8.79-5.04-8.092.161.6212.8201/12/2023
Sector Equity Infrastructure-6.11-0.19-7.912.133.9512.3201/12/2023
USD Corporate Bond - Short Term-0.361.641.882.091.807.2601/12/2023
GBP Allocation 60-80% Equity3.970.822.152.093.909.3001/12/2023
RMB Bond - Onshore-5.171.50-1.362.042.697.1801/12/2023
Global High Yield Bond3.312.314.692.023.026.6901/12/2023
Property - Indirect Switzerland0.993.178.751.966.709.5220/09/2023
CHF Bond - Short Term1.651.534.741.851.866.0701/12/2023
USD Diversified Bond - Short Term-0.941.451.281.811.557.4901/12/2023
Global Large-Cap Growth Equity10.330.516.681.788.3814.5201/12/2023
GBP Money Market4.211.364.481.761.240.7101/12/2023
EUR Aggressive Allocation3.320.773.751.683.0811.2001/12/2023
Europe Flex-Cap Equity4.170.264.181.594.1016.1001/12/2023
Pacific ex-Japan Equity-7.95-1.12-7.931.503.3814.6201/12/2023
Target Date 2031 - 20354.022.293.941.493.988.7001/12/2023
GBP Money Market - Short Term3.541.053.731.391.020.6401/12/2023
Equity Market Neutral EUR0.422.664.251.381.947.3001/12/2023
Indonesia Equity-4.27-5.99-7.131.37-2.9716.5001/12/2023
Multistrategy EUR-0.851.062.711.360.376.9401/12/2023
Global High Yield Bond - CHF Hedged5.642.638.121.323.807.1901/12/2023
Switzerland Small/Mid-Cap Equity2.29-4.362.971.267.3414.9501/12/2023
Macro Trading GBP1.691.461.831.211.966.4801/12/2023
USD Cautious Allocation-0.510.99-0.091.112.536.1401/12/2023
EUR Aggressive Allocation - Global3.920.263.411.003.8010.1801/12/2023
CHF Cautious Allocation2.451.553.950.972.866.3201/12/2023
Germany Equity9.091.678.690.893.2016.7001/12/2023
Asia-Pacific ex-Japan Equity Income-2.40-0.36-1.970.853.0513.5201/12/2023
Systematic Trend EUR-5.37-0.63-2.280.801.2312.2101/12/2023
GBP Flexible Allocation2.150.680.710.792.468.3601/12/2023
Global Flexible Bond - USD Hedged-0.101.911.580.782.416.9601/12/2023
SEK Aggressive Allocation5.433.782.950.695.0212.5601/12/2023
HKD Bond-1.661.420.870.650.977.0801/12/2023
Japan Large-Cap Equity7.63-0.156.520.634.0612.3301/12/2023
USD Flexible Bond0.001.491.590.612.066.6801/12/2023
GBP Allocation 40-60% Equity3.450.951.850.592.438.0401/12/2023
GBP Diversified Bond - Short Term3.371.253.530.530.731.1801/12/2023
CHF Bond7.193.027.420.512.026.7301/12/2023
Global High Yield Bond - GBP Hedged8.103.017.310.502.557.1801/12/2023
Europe ex-UK Small/Mid-Cap Equity0.93-0.881.980.506.5318.1201/12/2023
Sector Equity Ecology-2.84-3.65-5.960.468.0116.1901/12/2023
China Bond-5.101.99-0.900.421.837.6401/12/2023
USD Inflation-Linked Bond-3.430.72-3.000.322.537.6001/12/2023
Global Small/Mid-Cap Equity0.79-3.14-1.750.294.5316.5301/12/2023
Sector Equity Healthcare-8.90-3.48-9.240.295.1713.1801/12/2023
Property - Indirect Global-3.09-0.28-4.820.070.5715.0001/12/2023
GBP High Yield Bond8.162.887.620.032.377.7901/12/2023
Property - Direct UK-0.92-0.56-2.38-0.05-1.036.4001/12/2023
Eurozone Mid-Cap Equity3.270.055.37-0.083.1516.7401/12/2023
Sweden Equity3.138.091.02-0.187.1720.2001/12/2023
Finland Equity-7.940.04-7.10-0.306.1115.9001/12/2023
Target Date 2026 - 20303.331.783.16-0.342.937.4201/12/2023
EUR Flexible Allocation2.230.703.30-0.431.969.2001/12/2023
Global Emerging Markets Bond - Local Currency4.691.467.98-0.461.277.0901/12/2023
GBP Corporate Bond - Short Term5.412.905.10-0.581.054.3601/12/2023
Global Bond - USD Hedged-1.201.44-0.44-0.670.986.8301/12/2023
EUR Moderate Allocation1.850.952.91-0.671.388.0801/12/2023
EUR Flexible Allocation - Global1.170.301.89-0.731.598.7201/12/2023
Global Flexible Bond-0.911.411.08-0.750.976.3201/12/2023
Global Inflation-Linked Bond-2.740.76-3.25-0.832.536.3001/12/2023
Sector Equity Agriculture-11.61-6.39-14.02-0.891.9914.5701/12/2023
Islamic Global Bond-7.31-2.51-5.16-0.921.1810.6101/12/2023
EUR Money Market-0.451.153.46-0.95-0.424.6701/12/2023
SGD Bond-1.232.772.98-0.961.736.7001/12/2023
EUR Money Market - Short Term-0.611.003.24-0.98-0.484.7501/12/2023
Target Date 2016 - 20201.303.142.19-1.130.936.7001/12/2023
GBP Allocation 20-40% Equity2.521.081.13-1.171.196.2701/12/2023
EUR Ultra Short-Term Bond-0.361.263.45-1.21-0.474.5601/12/2023
Global Inflation-Linked Bond - USD Hedged-3.680.50-3.98-1.251.197.5601/12/2023
EUR Inflation-Linked Bond-1.04-0.13-1.20-1.270.685.8101/12/2023
GBP Allocation 0-20% Equity3.671.292.12-1.281.045.8201/12/2023
EUR Moderate Allocation - Global1.840.722.48-1.301.617.4601/12/2023
Long/Short Equity - Europe-2.110.810.35-1.352.358.3701/12/2023
Global Flexible Bond - CHF Hedged1.331.963.91-1.412.087.3601/12/2023
Target Date 2021 - 20250.331.781.59-1.471.225.8001/12/2023
Global Emerging Markets Corporate Bond-0.881.602.54-1.482.008.2101/12/2023
NOK Moderate Allocation-4.230.81-4.98-1.490.8712.0501/12/2023
EUR High Yield Bond4.412.957.37-1.601.296.7601/12/2023
Europe Small-Cap Equity-1.36-1.28-0.80-1.604.1918.1501/12/2023
EUR Corporate Bond - Short Term0.741.834.38-1.63-0.164.4201/12/2023
Global Corporate Bond - USD Hedged0.252.260.89-1.632.166.4301/12/2023
Commodities - Precious Metals-5.642.55-2.23-1.657.8418.0501/12/2023
Convertible Bond - Global, USD Hedged-1.98-0.93-2.05-1.653.007.6501/12/2023
GBP Flexible Bond4.932.694.31-1.701.045.9501/12/2023
Global Flexible Bond - GBP Hedged3.801.753.37-1.711.295.7001/12/2023
Sector Equity Consumer Goods & Services6.81-2.193.85-1.783.6016.6401/12/2023
Global Emerging Markets Bond2.291.924.59-1.881.308.1801/12/2023
Asia Bond - Local Currency-3.520.75-0.15-1.880.836.5801/12/2023
Asia-Pacific Equity-0.61-0.65-0.33-1.893.2913.0401/12/2023
Global Inflation-Linked Bond - GBP Hedged1.180.57-1.49-2.001.086.9001/12/2023
UK Small-Cap Equity-6.72-1.66-7.67-2.042.3517.8401/12/2023
EUR Diversified Bond - Short Term-0.311.453.10-2.22-0.764.4801/12/2023
SEK Flexible Allocation-1.034.93-1.34-2.232.4512.4301/12/2023
UK Mid-Cap Equity-1.89-1.53-4.33-2.311.3118.6301/12/2023
Europe Mid-Cap Equity0.69-0.211.57-2.334.0916.6701/12/2023
USD Diversified Bond-2.950.81-1.75-2.390.916.6701/12/2023
Asia-Pacific ex-Japan Equity-4.31-1.19-4.92-2.514.0214.4901/12/2023
Global Bond - CHF Hedged1.101.882.89-2.530.747.3601/12/2023
Property - Direct Global-4.64-0.60-1.61-2.54-1.386.7801/12/2023
Global Bond - USD Biased-2.201.19-0.10-2.540.936.2501/12/2023
Asia Bond-2.131.481.00-2.570.738.2101/12/2023
Japan Flex-Cap Equity2.86-0.432.92-2.591.6912.9501/12/2023
SEK Moderate Allocation1.915.220.95-2.601.5810.3901/12/2023
NOK Bond - Short Term-8.091.20-6.47-2.63-2.089.3001/12/2023
USD Corporate Bond-0.731.820.03-2.662.037.5801/12/2023
EUR Flexible Bond1.042.114.22-2.71-0.235.7901/12/2023
Global High Yield Bond - EUR Hedged2.692.035.60-2.720.497.0801/12/2023
Africa Equity-8.082.12-6.42-2.78-3.2013.8201/12/2023
EUR Cautious Allocation - Global0.281.011.89-2.790.035.5501/12/2023
Macro Trading EUR-3.731.62-0.53-2.830.198.5801/12/2023
EUR Cautious Allocation0.531.202.36-2.85-0.145.4801/12/2023
Global Emerging Markets Equity1.20-0.050.79-2.912.7414.1901/12/2023
Convertible Bond - Global-3.51-0.46-2.93-2.913.338.0601/12/2023
Global Corporate Bond0.472.431.22-2.921.325.9001/12/2023
NOK Cautious Allocation-6.990.66-6.79-2.95-1.0710.2101/12/2023
EUR Government Bond - Short Term0.011.242.63-3.04-1.734.9801/12/2023
Global Bond - GBP Hedged2.651.381.61-3.12-0.064.7601/12/2023
Global Emerging Markets Allocation0.360.211.75-3.131.1210.4501/12/2023
Global Corporate Bond - CHF Hedged2.492.554.22-3.142.208.4401/12/2023
USD Government Bond-4.220.34-3.82-3.14-0.257.9801/12/2023
Property - Direct Europe-4.65-0.30-1.62-3.28-1.857.9501/12/2023
Korea Equity3.69-0.62-0.31-3.292.6722.9801/12/2023
Convertible Bond - Global, CHF Hedged0.10-0.481.05-3.443.139.3401/12/2023
Property - Direct Other-5.59-0.17-1.35-3.63-1.808.3601/12/2023
EUR Subordinated Bond1.912.715.37-3.700.727.6101/12/2023
Global Bond - GBP Biased6.222.135.97-3.720.998.3401/12/2023
Global Corporate Bond - GBP Hedged4.852.133.53-3.790.926.5501/12/2023
SEK Ultra Short-Term Bond-1.486.73-0.03-3.83-1.806.6101/12/2023
Japan Small/Mid-Cap Equity-1.83-2.71-1.88-3.900.2413.2601/12/2023
SEK Flexible High Yield Bond1.537.582.63-4.10-0.799.1201/12/2023
SEK Cautious Allocation0.075.97-0.34-4.20-0.377.9301/12/2023
Convertible Bond - Global, GBP Hedged2.35-1.130.14-4.211.889.9401/12/2023
Property - Indirect Asia-11.47-2.42-10.07-4.35-2.4112.2801/12/2023
Convertible Bond - Europe0.310.452.55-4.47-0.597.7701/12/2023
SEK Bond - Short Term-1.187.220.03-4.50-2.126.5701/12/2023
Thailand Equity-20.55-10.85-17.99-4.54-4.9318.3501/12/2023
Global Flexible Bond - EUR Hedged-0.651.572.47-4.57-0.806.3601/12/2023
Global Bond-3.100.83-1.98-4.66-0.915.6101/12/2023
Sector Equity Precious Metals-2.184.61-1.42-4.7510.0326.5101/12/2023
Asia Allocation-4.950.05-2.56-4.840.1410.6901/12/2023
EUR Corporate Bond1.752.333.60-4.90-1.075.5101/12/2023
Nordic Small/Mid-Cap Equity-7.422.85-7.48-4.986.8921.8601/12/2023
Global Bond - EUR Biased-1.171.240.77-5.11-1.665.0701/12/2023
NOK Bond-10.312.50-8.39-5.11-3.099.1001/12/2023
Sector Equity Alternative Energy-20.95-9.50-25.38-5.1312.1924.7801/12/2023
Global Inflation-Linked Bond - EUR Hedged-3.940.17-2.84-5.31-1.166.3101/12/2023
DKK Domestic Bond-0.232.031.56-5.52-2.565.2501/12/2023
Germany Small/Mid-Cap Equity-1.01-3.35-1.06-5.753.2618.2601/12/2023
EUR Diversified Bond-0.081.501.33-5.76-1.935.1801/12/2023
GBP Corporate Bond4.443.391.97-5.78-0.249.7201/12/2023
DKK Bond-0.941.911.11-5.96-2.475.6701/12/2023
SEK Corporate Bond0.337.510.54-5.99-2.157.7201/12/2023
Global Emerging Markets Corporate Bond - EUR Biased-1.321.343.59-6.10-0.778.8201/12/2023
GBP Diversified Bond2.432.550.13-6.16-0.928.3101/12/2023
Global Bond - EUR Hedged-1.761.200.47-6.17-2.315.8101/12/2023
Asia ex-Japan Equity-6.32-2.27-5.88-6.222.4815.9001/12/2023
Property - Indirect Europe3.916.096.92-6.25-2.3421.5101/12/2023
Emerging Europe Bond2.931.255.34-6.31-2.2710.3701/12/2023
Europe Bond0.051.860.56-6.53-1.505.1001/12/2023
Global Emerging Markets Bond - EUR Biased1.541.685.38-6.57-1.4910.4801/12/2023
Global Corporate Bond - EUR Hedged-0.052.022.13-6.57-0.847.0101/12/2023
Convertible Bond - Global, EUR Hedged-2.45-0.89-0.90-6.89-0.279.0701/12/2023
EUR Government Bond-0.581.37-0.70-7.06-2.515.5501/12/2023
SEK Diversified Bond-1.518.17-2.06-7.30-3.296.8401/12/2023
Global Bond - NOK Hedged-10.490.41-10.88-7.58-4.0310.6001/12/2023
Sector Equity Biotechnology-8.43-4.38-8.45-7.692.2919.4201/12/2023
Property - Indirect Eurozone-1.338.91-2.34-8.44-7.0621.7420/09/2023
BRIC Equity-5.47-2.01-4.92-8.86-1.7317.4601/12/2023
Asia High Yield Bond-6.663.150.31-9.40-3.9515.4301/12/2023
GBP Government Bond-1.811.40-6.11-10.49-3.969.8001/12/2023
Hong Kong Equity-18.94-7.11-13.05-10.84-3.7822.2201/12/2023
Greater China High Yield Bond-12.852.20-2.23-10.95-5.1217.1401/12/2023
Greater China Equity-11.26-3.50-8.36-11.090.6522.8101/12/2023
Greater China Allocation-13.81-2.28-9.78-11.57-3.4415.0501/12/2023
China Equity - A Shares-18.53-6.55-15.96-11.623.5519.8201/12/2023
GBP Inflation-Linked Bond-4.63-0.94-9.93-11.66-4.0616.0001/12/2023
JPY Bond-15.46-2.31-12.83-12.34-6.918.2801/12/2023
China Equity-19.57-7.15-14.89-15.64-2.5125.1401/12/2023
EUR Bond - Long Term-1.970.99-8.99-15.71-5.0815.6701/12/2023
Russia Equity-57.0328.11-52.14-16.64-5.0844.6130/05/2022
Emerging Europe Equity-58.96-23.01-58.10-23.66-13.6533.4530/05/2022
Alt - Fund of Funds - Multistrategy-------
Alt - Long/Short Credit-------
Alternative Other-------
Capital Protected-------
Commodities - Other-------
Convertible Bond - Other-------
Currency-------
Equity Market Neutral Other-------
Event Driven-------
Fixed Term Bond-------
Guaranteed Funds-------
Infrastructure Direct-------
Islamic Allocation - Other-------
Islamic Equity - Other-------
Japan Equity PP-5.76-2.2311.70--17.9512/02/2010
Long/Short Equity - Other-------
Long/Short Equity - UK-------
Long/Short Equity - US-------
Macro Trading Other-------
Money Market - Other-------
Multistrategy Other-------
Options Trading-------
Other-------
Other Allocation-------
Other Bond-------
Other Equity-------
Property - Indirect Other-------
Relative Value Arbitrage-------
Systematic Trend Other-------
Trading - Leveraged/Inverse Commodities-------
Trading - Leveraged/Inverse Equity-------
Trading - Leveraged/Inverse Fixed Income-------
Trading - Leveraged/Inverse Other-------
USD Government Bond - Short Term-------
USD Ultra Short - Term Bond-------
Venture Capital-------
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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