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 Alternative Energy-0.442.7737.6829.0519.4922.2124/09/2021
Sector Equity Technology15.744.2833.8625.1122.6119.4324/09/2021
Taiwan Large-Cap Equity22.374.6640.1320.3716.5018.0624/09/2021
US Large-Cap Growth Equity17.497.0128.5820.0320.2017.2224/09/2021
Europe Large-Cap Growth Equity15.305.4824.2217.7614.0814.5624/09/2021
Denmark Equity14.014.7229.5017.2114.0215.5824/09/2021
Nordic Small/Mid-Cap Equity12.755.3537.1316.9915.1222.0624/09/2021
Sector Equity Private Equity31.909.1254.1916.9517.0521.4424/09/2021
China Equity - A Shares-3.10-3.717.4016.7011.8018.1024/09/2021
Global Large-Cap Growth Equity13.084.7623.9716.1514.9715.0424/09/2021
Vietnam Equity41.914.8364.0516.0913.2624.9824/09/2021
Sector Equity Precious Metals-18.55-12.57-21.3016.000.6234.6024/09/2021
Sector Equity Ecology11.705.6729.0515.7313.8016.5324/09/2021
India Equity29.1615.4553.2315.5410.4723.5024/09/2021
Russia Equity25.767.1336.4015.5014.0222.1324/09/2021
Sector Equity Water15.975.9832.6715.4012.6314.7424/09/2021
Israel Large/Mid-Cap Equity22.198.2248.5115.0613.2818.5523/09/2021
Sweden Equity15.703.2530.1414.9712.9218.1024/09/2021
Nordic Equity15.995.3428.9014.0912.1716.7524/09/2021
US Large-Cap Blend Equity18.715.9828.1513.7014.4416.0424/09/2021
Netherlands Equity19.476.7236.2513.1213.7518.1324/09/2021
Finland Equity14.812.0125.6313.0312.8018.5324/09/2021
US Flex-Cap Equity16.253.3831.2612.9713.9919.9724/09/2021
Switzerland Small/Mid-Cap Equity17.655.4727.6112.8014.3114.9924/09/2021
Europe ex-UK Small/Mid-Cap Equity16.895.7335.3512.7613.3620.1424/09/2021
Europe Small-Cap Equity20.297.0841.3712.6113.8620.8224/09/2021
UK Small-Cap Equity25.795.5054.1712.4114.3722.8524/09/2021
Global Emerging Markets Small/Mid-Cap Equity15.442.3231.6612.358.1219.2324/09/2021
Switzerland Equity11.421.3716.6012.3411.1211.6424/09/2021
Sector Equity Communications14.011.5724.6111.965.5915.4024/09/2021
US Mid-Cap Equity16.813.5337.9511.9513.2520.1324/09/2021
Asia ex-Japan Small/Mid-Cap Equity14.902.5028.7211.898.2218.6424/09/2021
Germany Small/Mid-Cap Equity11.633.8125.3811.6012.2419.6324/09/2021
Property - Indirect Switzerland1.421.287.1911.297.4610.0421/09/2021
Eurozone Small-Cap Equity21.436.8136.6111.1112.1620.3324/09/2021
Europe Mid-Cap Equity14.755.5230.8411.0710.8618.5324/09/2021
US Small-Cap Equity15.691.1544.1710.8413.1422.4424/09/2021
Global Small/Mid-Cap Equity15.674.0835.3710.7911.5520.3424/09/2021
Commodities - Precious Metals-9.78-2.30-12.9410.583.0719.3624/09/2021
Asia ex-Japan Equity-1.53-5.3511.4810.349.2915.7624/09/2021
Australia & New Zealand Equity11.051.8328.2810.248.7221.2324/09/2021
Global Large-Cap Blend Equity13.684.1223.1510.1810.7814.6624/09/2021
Global Flex-Cap Equity13.143.6227.7610.0010.7717.7824/09/2021
SEK Aggressive Allocation10.242.7821.169.898.4212.6424/09/2021
Emerging Europe Equity20.826.3237.679.858.5822.7624/09/2021
Sector Equity Healthcare8.772.7814.069.799.4315.1424/09/2021
Asia-Pacific ex-Japan Equity2.01-2.4816.869.739.5115.4924/09/2021
Greater China Equity-6.87-10.041.169.669.9918.2824/09/2021
Greece Equity10.77-2.4539.329.6611.3326.9324/09/2021
Target Date 2046+12.342.9122.959.649.4313.6724/09/2021
Sector Equity Industrial Materials12.390.8224.619.3711.3519.1624/09/2021
BRIC Equity-0.12-5.6812.718.879.6418.0424/09/2021
Europe ex-UK Equity13.173.0724.518.809.8016.7424/09/2021
Sector Equity Consumer Goods & Services6.02-0.6315.278.728.5216.9024/09/2021
Sector Equity Utilities2.062.966.508.636.4214.9424/09/2021
Target Date 2041 - 204511.242.7420.968.638.5212.9324/09/2021
Global Emerging Markets Equity1.22-3.8916.428.607.8515.9424/09/2021
Target Date 2036 - 204011.182.5821.258.598.7012.2624/09/2021
Convertible Bond - Global1.511.278.108.566.859.3924/09/2021
Global Frontier Markets Equity21.797.2436.328.457.2618.7024/09/2021
Commodities - Grains14.966.6465.508.36-15.5707/06/2021
UK Mid-Cap Equity17.085.6142.128.2710.0422.7024/09/2021
Europe Flex-Cap Equity13.484.4227.278.238.6218.3024/09/2021
GBP Adventurous Allocation10.833.0322.838.138.3714.1124/09/2021
Asia-Pacific Equity3.930.9415.538.087.8113.8924/09/2021
Sector Equity Biotechnology1.133.0411.357.908.9822.1824/09/2021
Canada Equity18.721.0926.627.866.5618.2824/09/2021
Convertible Bond - Global, GBP Hedged2.910.1215.407.836.0210.2024/09/2021
Japan Large-Cap Equity9.259.8818.317.518.9914.5424/09/2021
SEK Flexible Allocation5.261.7515.687.475.9912.9724/09/2021
US Large-Cap Value Equity17.413.0229.257.389.1916.8324/09/2021
Korea Equity-0.52-6.8025.727.356.7818.9924/09/2021
Sector Equity Financial Services19.055.0042.917.2510.4523.7424/09/2021
Sector Equity Agriculture13.341.0423.447.228.6115.7624/09/2021
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
Global Equity Income11.922.2420.927.087.6014.1424/09/2021
France Equity16.041.8532.367.0110.1319.0924/09/2021
Convertible Bond - Global, USD Hedged2.871.616.397.004.898.8224/09/2021
China Equity-13.69-13.51-5.626.877.7818.4824/09/2021
Africa & Middle East Equity17.895.3720.006.877.0417.0424/09/2021
China Bond7.107.196.006.874.657.6124/09/2021
Property - Indirect North America26.554.3534.146.863.0319.3124/09/2021
Italy Equity17.433.4832.856.8310.9220.5324/09/2021
Europe Large-Cap Blend Equity12.722.6022.176.807.5915.8224/09/2021
GBP Inflation-Linked Bond2.244.984.096.803.4911.2624/09/2021
USD Aggressive Allocation9.043.0513.016.726.8511.9524/09/2021
GBP Moderately Adventurous Allocation8.832.6818.196.716.7112.0524/09/2021
Sector Equity Infrastructure8.662.4215.586.705.6214.7424/09/2021
Japan Flex-Cap Equity8.2510.2814.436.589.6216.3624/09/2021
Target Date 2031 - 20357.402.1014.636.577.0111.2624/09/2021
Property - Indirect Global17.472.6724.486.504.6516.2224/09/2021
Global Bond - ILS-0.883.511.756.354.638.3324/09/2021
Target Date 2026 - 20305.461.7711.256.236.489.6424/09/2021
Japan Small/Mid-Cap Equity9.7410.1516.266.229.7718.1624/09/2021
Convertible Bond - Global, CHF Hedged-2.690.524.526.104.489.6124/09/2021
SEK Moderate Allocation4.441.5612.706.084.859.9324/09/2021
Eurozone Large-Cap Equity12.862.4223.336.077.9017.6324/09/2021
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
EUR Aggressive Allocation - Global7.432.1814.546.036.5812.0824/09/2021
Eurozone Mid-Cap Equity11.362.0925.676.039.3819.3724/09/2021
Global Large-Cap Value Equity14.681.8227.155.797.4916.1724/09/2021
Sector Equity Natural Resources12.71-1.8030.935.727.0124.2924/09/2021
Global Emerging Markets Allocation1.22-1.639.255.614.4912.0424/09/2021
Global Emerging Markets Corporate Bond1.092.13-0.555.593.6111.0624/09/2021
Pacific ex-Japan Equity4.91-2.8918.395.566.8216.8724/09/2021
Global Bond - GBP Biased0.950.836.275.543.649.3524/09/2021
USD Moderate Allocation6.512.578.195.525.129.3024/09/2021
Brazil Equity-9.42-18.499.895.432.8534.8424/09/2021
UK Flex-Cap Equity16.043.2437.635.427.0621.0024/09/2021
GBP Corporate Bond-2.000.541.865.413.246.8924/09/2021
CHF Aggressive Allocation4.062.139.515.384.9110.2524/09/2021
GBP Flexible Allocation7.352.0215.425.364.8910.1124/09/2021
Greater China Allocation-8.40-8.29-7.115.355.2111.6724/09/2021
Islamic Global Equity8.971.2017.085.317.2513.8924/09/2021
GBP Moderate Allocation6.541.8414.175.234.929.7924/09/2021
USD Corporate Bond-0.422.48-5.135.222.969.0824/09/2021
Global Corporate Bond - USD Hedged-0.102.47-4.375.133.168.9324/09/2021
Global Corporate Bond - GBP Hedged-0.190.772.355.072.896.1724/09/2021
EUR Bond - Long Term-11.080.91-10.985.061.9213.3324/09/2021
USD Inflation-Linked Bond3.313.71-2.275.012.758.8024/09/2021
GBP High Yield Bond4.141.0010.134.844.6410.4724/09/2021
Property - Indirect Europe9.891.9521.384.815.2317.4524/09/2021
RMB Bond - Onshore3.863.342.074.792.126.9624/09/2021
USD Flexible Allocation6.933.467.474.774.5710.1124/09/2021
Global High Yield Bond - GBP Hedged4.281.0411.264.764.479.7224/09/2021
Global Inflation-Linked Bond - GBP Hedged3.332.585.054.672.674.6024/09/2021
CHF Moderate Allocation2.182.316.564.673.728.5924/09/2021
EUR Aggressive Allocation8.582.5714.224.646.1313.1724/09/2021
Asia Allocation-2.13-2.061.874.623.7311.0324/09/2021
Commodities - Broad Basket20.386.2325.504.592.3514.8224/09/2021
Global Corporate Bond-1.201.80-4.064.552.737.9624/09/2021
Norway Equity16.882.0141.664.5410.6327.1324/09/2021
Emerging Europe ex-Russia Equity17.534.1836.644.466.0621.3224/09/2021
Asia-Pacific ex-Japan Equity Income1.69-2.8313.594.455.3614.7124/09/2021
GBP Diversified Bond-2.450.56-0.064.372.475.8424/09/2021
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
Asia Bond-0.861.20-5.304.242.268.7024/09/2021
USD High Yield Bond4.192.723.124.244.139.0424/09/2021
Global High Yield Bond3.402.343.084.224.189.6424/09/2021
Global Emerging Markets Bond-1.181.37-1.284.182.4411.2124/09/2021
Global Corporate Bond - CHF Hedged-5.371.60-5.404.141.749.2024/09/2021
GBP Flexible Bond0.400.793.704.132.926.4224/09/2021
Germany Equity7.900.4917.444.106.4219.9624/09/2021
Global Flexible Bond - GBP Hedged0.810.434.344.092.986.2824/09/2021
Convertible Bond - Global, EUR Hedged-2.24-0.455.294.083.869.4824/09/2021
NOK Moderate Allocation7.612.1518.573.983.3216.8924/09/2021
Global Inflation-Linked Bond - USD Hedged3.304.20-1.973.952.269.2024/09/2021
Islamic Global Bond-3.69-0.98-3.963.871.5310.3224/09/2021
GBP Cautious Allocation2.111.175.703.823.215.5324/09/2021
Target Date 2021 - 20252.152.215.243.763.117.1724/09/2021
USD Cautious Allocation3.022.291.213.753.297.8124/09/2021
Asia Bond - Local Currency-3.721.10-4.633.751.627.8224/09/2021
Global Inflation-Linked Bond2.453.74-0.713.712.127.2124/09/2021
USD Diversified Bond-0.932.11-6.823.701.678.6224/09/2021
Europe Equity Income10.680.9920.683.695.2616.8324/09/2021
EUR Moderate Allocation - Global2.951.447.023.664.148.8724/09/2021
GBP Moderately Cautious Allocation2.711.277.743.653.517.1524/09/2021
SGD Bond-3.430.74-4.803.481.127.0524/09/2021
GBP Government Bond-5.450.35-5.063.451.097.0024/09/2021
Eurozone Flex-Cap Equity11.691.9720.053.406.1118.9324/09/2021
UK Large-Cap Equity14.641.5728.363.345.1619.8124/09/2021
EUR Flexible Allocation3.971.468.623.264.4111.3024/09/2021
Global Flexible Bond - USD Hedged0.681.89-3.103.252.478.6524/09/2021
Global Bond - GBP Hedged-1.200.360.223.191.664.0724/09/2021
Global Emerging Markets Corporate Bond - EUR Biased-3.740.16-1.233.182.3210.4824/09/2021
EUR Flexible Allocation - Global3.671.537.913.145.2010.2624/09/2021
USD Flexible Bond0.612.00-3.063.102.388.8224/09/2021
Global High Yield Bond - CHF Hedged-1.341.702.253.072.529.9924/09/2021
EUR Moderate Allocation2.971.336.502.993.809.6924/09/2021
SEK Cautious Allocation-0.050.715.962.981.918.1324/09/2021
USD Government Bond-2.052.03-9.262.930.8510.3724/09/2021
EUR Subordinated Bond-1.780.680.432.914.129.1224/09/2021
Global Bond - USD Biased-1.111.50-4.872.721.137.7224/09/2021
Global Bond - USD Hedged-0.931.97-6.562.671.408.7224/09/2021
Macro Trading GBP1.56-0.147.092.662.987.3624/09/2021
Global Corporate Bond - EUR Hedged-4.950.41-4.772.621.767.5324/09/2021
Europe Large-Cap Value Equity11.890.2225.712.605.3219.0424/09/2021
CHF Cautious Allocation-1.301.52-0.012.581.727.6324/09/2021
UK Equity Income14.341.9231.642.554.1619.1224/09/2021
GBP Corporate Bond - Short Term0.140.121.652.492.112.9224/09/2021
SEK Flexible High Yield Bond-1.140.526.192.451.8211.2624/09/2021
Long/Short Equity - Global4.931.555.822.423.1911.3924/09/2021
ASEAN Equity7.215.0020.842.413.3817.7924/09/2021
Global Flexible Bond-0.661.11-2.702.332.107.8824/09/2021
Global High Yield Bond - EUR Hedged-0.840.693.022.243.139.5224/09/2021
Global Bond-3.531.09-5.912.210.617.5124/09/2021
Global Bond - CHF Hedged-5.741.26-7.162.190.198.8124/09/2021
Global Emerging Markets Bond - Local Currency-5.35-0.33-3.262.180.4510.0824/09/2021
Target Date 2016 - 2020-0.550.541.562.152.627.0524/09/2021
Global Bond - CHF Biased-3.921.09-4.402.120.538.6624/09/2021
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
Global Flexible Bond - CHF Hedged-4.891.06-4.682.060.838.6224/09/2021
Asia High Yield Bond-4.11-2.92-7.102.051.3310.6124/09/2021
Global Inflation-Linked Bond - EUR Hedged-1.582.27-2.402.021.207.2324/09/2021
Macro Trading USD1.981.81-1.551.961.5710.1424/09/2021
Global Emerging Markets Bond - EUR Biased-5.21-0.27-1.431.931.2211.8224/09/2021
EUR High Yield Bond-0.870.711.971.913.259.0124/09/2021
Europe Bond-4.930.17-4.811.891.416.5824/09/2021
Equity Market Neutral USD4.432.68-4.061.862.189.6024/09/2021
Austria Equity22.843.4753.981.819.3025.5224/09/2021
Property - Indirect Eurozone6.89-0.1319.191.774.6417.6121/09/2021
Emerging Europe Bond-4.700.01-4.521.670.298.2824/09/2021
EUR Cautious Allocation - Global-0.790.910.581.561.976.7324/09/2021
Singapore Equity7.740.2920.271.474.0317.4824/09/2021
Greater China High Yield Bond-5.55-3.67-8.361.451.149.2924/09/2021
Target Date 2011 - 20155.91-0.226.111.445.276.8330/10/2020
EUR Inflation-Linked Bond-0.502.56-0.581.411.546.8524/09/2021
Long/Short Equity - Europe0.942.272.721.411.679.7124/09/2021
NOK Cautious Allocation3.511.4211.401.401.7313.9024/09/2021
Convertible Bond - Europe-2.67-0.681.411.392.887.7424/09/2021
HKD Bond-0.141.29-6.431.390.498.4024/09/2021
Systematic Trend USD3.131.220.261.31-0.1114.0024/09/2021
EUR Cautious Allocation-1.040.83-0.061.301.976.6924/09/2021
NOK High Yield Bond8.642.5716.831.233.4517.9624/09/2021
Multistrategy GBP5.961.508.211.151.157.0424/09/2021
Hong Kong Equity-7.68-12.700.981.083.8915.7224/09/2021
Property - Indirect Asia1.31-4.413.850.931.8717.0524/09/2021
Global Flexible Bond - EUR Hedged-4.21-0.04-3.540.921.287.5524/09/2021
SEK Corporate Bond-4.66-0.24-0.130.91-0.118.3224/09/2021
EUR Corporate Bond-4.450.07-4.580.871.296.5224/09/2021
Systematic Trend EUR-0.50-0.433.660.850.2512.2624/09/2021
USD Diversified Bond - Short Term0.261.67-6.100.770.568.0324/09/2021
GBP Diversified Bond - Short Term0.020.120.130.700.460.9524/09/2021
EUR Government Bond-6.450.28-7.670.570.516.9624/09/2021
Global Bond - NOK Hedged-1.271.074.140.48-0.1811.6724/09/2021
Global Bond - EUR Hedged-6.09-0.17-6.830.430.266.8224/09/2021
CHF Bond-5.830.63-7.690.40-0.508.6324/09/2021
EUR Flexible Bond-3.530.17-3.380.401.076.9024/09/2021
Multistrategy USD5.972.950.230.391.129.1124/09/2021
GBP Money Market - Short Term-0.14-0.01-0.130.320.270.1624/09/2021
EUR Diversified Bond-5.370.13-6.230.310.576.4224/09/2021
GBP Money Market-0.10-0.03-0.120.290.230.1224/09/2021
Global Bond - EUR Biased-4.560.30-7.210.280.426.3924/09/2021
Latin America Equity-4.66-10.8218.030.121.1129.0324/09/2021
SEK Diversified Bond-6.27-0.59-2.79-0.02-0.927.8624/09/2021
JPY Bond-6.811.81-11.55-0.04-2.8110.1424/09/2021
Equity Market Neutral EUR-0.691.21-3.95-0.131.288.9024/09/2021
France Small/Mid-Cap Equity20.512.6366.50-0.172.7121.5024/09/2021
USD Money Market - Short Term-0.031.60-7.00-0.32-0.038.1624/09/2021
USD Money Market-0.141.56-7.13-0.34-0.118.1024/09/2021
Macro Trading EUR-2.96-0.23-1.20-0.510.369.0424/09/2021
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
SEK Ultra Short-Term Bond-5.08-0.57-1.65-0.70-1.307.5124/09/2021
SEK Bond - Short Term-5.29-0.60-1.88-0.70-1.317.5824/09/2021
EUR Corporate Bond - Short Term-3.87-0.08-5.16-0.730.365.4924/09/2021
Africa Equity4.481.0910.98-0.73-0.0716.8224/09/2021
NOK Bond-0.540.793.23-0.81-0.3110.7124/09/2021
CHF Money Market-5.010.75-7.46-0.86-0.907.2724/09/2021
Property - Direct UK3.352.272.90-0.921.553.0024/09/2021
DKK Bond-7.57-0.96-9.06-1.030.546.4124/09/2021
CHF Bond - Short Term-5.270.66-7.76-1.05-1.137.3424/09/2021
Spain Equity3.78-0.9519.32-1.064.1321.7324/09/2021
EUR Diversified Bond - Short Term-4.42-0.18-6.07-1.28-0.235.5224/09/2021
NOK Bond - Short Term0.340.904.90-1.32-0.3210.7824/09/2021
South Africa & Namibia Equity9.41-1.3828.34-1.34-1.1522.9224/09/2021
Multistrategy EUR0.090.88-0.24-1.40-0.137.6524/09/2021
DKK Domestic Bond-7.30-0.90-8.93-1.510.306.0424/09/2021
Property - Direct Europe-4.590.35-6.07-1.530.047.6324/09/2021
EUR Ultra Short-Term Bond-4.44-0.26-6.46-1.66-0.415.4024/09/2021
EUR Government Bond - Short Term-4.45-0.10-6.07-1.72-0.606.2224/09/2021
Turkey Equity-18.600.791.43-1.72-9.9734.5724/09/2021
EUR Money Market-4.64-0.32-6.80-1.86-0.545.5124/09/2021
EUR Money Market - Short Term-4.77-0.37-7.04-2.07-0.735.5724/09/2021
Commodities - Energy42.682.5155.02-2.185.5545.9721/09/2021
Property - Direct Global-7.720.35-8.71-3.46-1.9611.3724/09/2021
Indonesia Equity-5.725.0417.82-3.66-4.7425.8024/09/2021
Thailand Equity2.590.3711.50-4.892.0323.3724/09/2021
Poland Equity14.230.6731.84-8.101.2523.3024/09/2021
Sector Equity Energy26.82-1.1851.21-8.18-1.3630.2024/09/2021
Property - Direct Other-11.920.43-22.67-12.16-24.7717.7724/09/2021
Commodities - Broad Agriculture-14.22-7.07-20.59-13.05-7.4413.0415/06/2020
Alt - Fund of Funds - Equity-------
Alt - Fund of Funds - Multistrategy-------
Alt - Fund of Funds - Other-------
Alt - Long/Short Credit-------
Alt - Long/Short Equity - Emerging Markets-------
Alternative Other-------
Capital Protected-------
Commodities - Industrial & Broad Metals-10.16-33.137.20---14/09/2021
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-------
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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