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
GBP Flexible Allocation1.385.0235.5232.8957.668.2801/03/2024
Turkey Equity15.767.359.3324.4213.3435.6301/03/2024
Sector Equity Energy0.920.471.1921.317.1021.0201/03/2024
Greece Equity7.579.0824.2420.9215.8017.3301/03/2024
Emerging Europe ex-Russia Equity7.6911.0430.2118.2511.0715.8901/03/2024
Commodities - Energy7.391.40-2.3216.64-0.3026.3329/02/2024
India Equity5.289.8025.3914.1313.1413.5501/03/2024
Sector Equity Private Equity5.5313.2723.9213.1414.6820.1801/03/2024
US Large-Cap Blend Equity7.9812.0822.0013.1313.9313.1601/03/2024
Commodities - Industrial & Broad Metals-6.62-0.6422.5612.97-28.0729/02/2024
US Equity Income4.618.5810.9112.9011.4611.0201/03/2024
Italy Equity4.308.3812.0112.2710.6415.2701/03/2024
France Equity3.637.727.0012.1510.4013.8601/03/2024
Global Frontier Markets Equity9.6912.3519.5311.358.1312.9301/03/2024
US Large-Cap Value Equity4.208.486.7410.979.7511.8901/03/2024
Systematic Trend USD5.084.05-1.5510.967.8116.9901/03/2024
Poland Equity3.988.2240.2510.920.5128.1201/03/2024
Africa & Middle East Equity2.055.167.1110.736.4014.1701/03/2024
Latin America Equity-4.022.2215.1910.632.5722.1901/03/2024
Vietnam Equity9.9011.8413.9410.3110.9021.0301/03/2024
Equity Market Neutral USD5.113.985.2810.265.9710.1801/03/2024
Multistrategy USD3.502.610.559.794.839.8901/03/2024
Global Equity Income3.076.787.259.498.629.8001/03/2024
Taiwan Large-Cap Equity4.119.6023.269.3416.2921.0801/03/2024
Global Large-Cap Value Equity2.676.946.309.208.2310.9001/03/2024
Canada Equity1.465.495.379.068.8312.8701/03/2024
Sector Equity Industrial Materials1.156.844.758.9410.5316.7501/03/2024
Singapore Equity-3.172.45-3.998.744.3212.1501/03/2024
US Large-Cap Growth Equity10.0915.0731.628.4014.4517.5201/03/2024
Global Large-Cap Blend Equity5.379.6413.828.399.6511.4801/03/2024
Europe Large-Cap Value Equity0.264.032.618.345.8812.9601/03/2024
Brazil Equity-5.310.3420.908.190.2526.2701/03/2024
Europe Equity Income0.754.485.148.075.9111.7001/03/2024
Netherlands Equity3.549.016.007.9712.1315.3401/03/2024
Europe ex-UK Equity3.248.057.867.879.0214.1001/03/2024
Europe Large-Cap Blend Equity2.746.996.377.717.4812.4501/03/2024
Switzerland Equity-1.044.285.437.709.7712.1401/03/2024
US Mid-Cap Equity3.7710.715.987.709.8615.8001/03/2024
Spain Equity4.068.8719.247.535.4013.2201/03/2024
Sector Equity Financial Services4.029.678.817.507.7317.0001/03/2024
Global Bond - ILS0.702.722.067.435.308.3129/02/2024
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
Eurozone Large-Cap Equity3.837.687.227.087.1813.7501/03/2024
Islamic Global Equity4.397.7713.186.796.7711.1201/03/2024
UK Large-Cap Equity-0.513.550.796.694.5711.4401/03/2024
Sector Equity Communications7.2610.5624.296.257.9514.5401/03/2024
USD Aggressive Allocation3.957.437.826.146.549.0801/03/2024
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
Macro Trading USD2.583.400.726.024.4810.1901/03/2024
UK Equity Income-1.273.39-0.595.983.8312.5901/03/2024
Property - Indirect North America-2.544.35-0.965.842.6118.7301/03/2024
Commodities - Broad Basket-1.96-3.01-8.755.774.6215.0101/03/2024
Target Date 2046+4.518.6811.315.658.0410.3601/03/2024
USD Money Market1.611.13-0.285.642.728.1201/03/2024
USD Money Market - Short Term1.500.99-0.635.592.668.2401/03/2024
Sector Equity Natural Resources-5.89-1.95-9.275.558.2019.1801/03/2024
Sector Equity Utilities-4.67-3.58-5.505.394.3713.8301/03/2024
Target Date 2036 - 20404.198.5410.775.347.279.4201/03/2024
Target Date 2041 - 20454.228.4511.055.317.2510.0101/03/2024
US Flex-Cap Equity6.2011.8815.435.3010.2416.4001/03/2024
Europe Large-Cap Growth Equity5.0910.499.785.289.8615.5001/03/2024
CHF Aggressive Allocation-1.353.846.565.165.9310.1001/03/2024
Long/Short Equity - Global3.574.843.845.085.6110.9701/03/2024
Global Large-Cap Growth Equity6.6611.3716.964.9910.6314.8101/03/2024
Sector Equity Water4.2710.887.904.929.9315.7101/03/2024
Multistrategy GBP1.812.474.304.862.866.1901/03/2024
Sector Equity Technology7.4513.7829.754.8017.1221.8301/03/2024
CHF Money Market-3.93-1.192.104.523.146.0301/03/2024
Australia & New Zealand Equity-1.657.23-1.324.518.4717.7301/03/2024
CHF Moderate Allocation-2.762.586.624.455.487.9601/03/2024
USD High Yield Bond1.103.383.924.454.116.5101/03/2024
USD Moderate Allocation2.225.224.704.444.797.1801/03/2024
GBP Allocation 80%+ Equity2.536.907.894.396.139.7601/03/2024
USD Flexible Allocation2.054.662.334.364.748.1501/03/2024
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
Japan Large-Cap Equity8.1311.9617.294.277.5711.8401/03/2024
Eurozone Flex-Cap Equity1.463.790.874.224.7914.3501/03/2024
Nordic Equity2.9810.424.794.1310.0416.5701/03/2024
Global Emerging Markets Small/Mid-Cap Equity2.396.9410.804.017.5613.5801/03/2024
Global Flex-Cap Equity3.219.077.453.997.8013.7001/03/2024
Equity Market Neutral EUR2.403.344.023.923.217.1601/03/2024
USD Corporate Bond - Short Term1.321.490.313.882.617.0601/03/2024
Austria Equity-3.192.15-6.943.843.3815.5301/03/2024
NOK High Yield Bond-0.764.813.303.802.6810.4401/03/2024
Global High Yield Bond1.373.774.543.803.786.7101/03/2024
Target Date 2031 - 20352.366.468.083.585.588.5401/03/2024
USD Cautious Allocation1.153.341.643.543.746.1301/03/2024
USD Diversified Bond - Short Term1.081.23-0.363.532.297.2301/03/2024
Islamic Global Bond-0.270.73-2.633.513.386.7601/03/2024
EUR Aggressive Allocation - Global2.727.257.273.435.569.7801/03/2024
CHF Bond - Short Term-4.07-1.331.863.392.375.9901/03/2024
EUR Aggressive Allocation1.255.393.823.384.2610.2401/03/2024
GBP Allocation 60-80% Equity1.685.736.583.324.868.8401/03/2024
Europe Flex-Cap Equity1.346.702.723.325.8114.6101/03/2024
Sector Equity Infrastructure-2.411.18-4.763.283.2912.0801/03/2024
US Small-Cap Equity3.5712.865.743.259.4717.6601/03/2024
Norway Equity-1.395.49-0.083.205.2419.3301/03/2024
SEK Aggressive Allocation3.308.9810.253.107.1412.8001/03/2024
Eurozone Small-Cap Equity-0.845.200.283.057.3315.5401/03/2024
Global Flexible Bond - USD Hedged0.702.651.303.023.106.9601/03/2024
Global High Yield Bond - CHF Hedged-3.941.156.452.984.257.8101/03/2024
USD Inflation-Linked Bond0.411.46-2.472.913.567.3201/03/2024
CHF Cautious Allocation-3.870.983.712.823.846.6601/03/2024
RMB Bond - Onshore0.801.31-4.952.732.347.0101/03/2024
Germany Equity2.546.384.822.564.6615.3201/03/2024
UK Flex-Cap Equity-0.544.97-0.082.553.4914.0201/03/2024
USD Flexible Bond0.532.120.902.492.806.6301/03/2024
Multistrategy EUR0.912.17-0.542.471.286.7701/03/2024
HKD Bond0.111.09-1.312.381.696.6801/03/2024
ASEAN Equity0.173.84-5.952.362.3611.5701/03/2024
CHF Bond-4.39-1.116.582.312.296.7201/03/2024
Sweden Equity1.0411.076.622.269.4221.0101/03/2024
Switzerland Small/Mid-Cap Equity-2.832.98-2.622.267.5514.7801/03/2024
GBP Money Market0.901.324.962.211.470.6801/03/2024
Systematic Trend EUR3.025.08-0.822.202.6612.2601/03/2024
Sector Equity Healthcare3.408.430.622.167.5513.6001/03/2024
South Africa & Namibia Equity-6.97-3.85-11.792.152.5218.5701/03/2024
Asia ex-Japan Small/Mid-Cap Equity2.825.742.992.086.8913.9501/03/2024
Property - Indirect Switzerland0.993.178.751.966.709.6720/09/2023
Sector Equity Ecology1.768.020.021.908.9815.8501/03/2024
GBP Money Market - Short Term0.561.034.311.851.260.7001/03/2024
Macro Trading GBP1.452.814.661.752.626.2301/03/2024
Pacific ex-Japan Equity-1.825.88-4.921.633.4914.1701/03/2024
Target Date 2026 - 20300.704.665.871.604.187.2901/03/2024
Indonesia Equity1.332.37-4.501.60-3.4414.7501/03/2024
GBP Allocation 40-60% Equity0.674.445.741.553.087.9301/03/2024
Global Bond - USD Hedged-0.071.68-0.081.541.636.6101/03/2024
EUR Flexible Allocation0.614.513.521.533.238.4201/03/2024
Global Emerging Markets Bond - Local Currency-1.031.504.071.531.226.7101/03/2024
EUR Flexible Allocation - Global1.345.274.041.533.148.4001/03/2024
GBP Diversified Bond - Short Term0.791.334.831.521.071.2701/03/2024
Sector Equity Consumer Goods & Services3.867.396.361.475.1516.1601/03/2024
Property - Direct Other-1.11-1.41-7.591.43-1.395.9001/03/2024
Eurozone Mid-Cap Equity-0.654.61-1.761.344.5615.5001/03/2024
China Bond1.081.76-5.011.201.687.5401/03/2024
Global Inflation-Linked Bond - USD Hedged-0.371.20-2.611.182.037.2301/03/2024
Property - Indirect Global-4.033.90-3.041.161.0615.7101/03/2024
Europe ex-UK Small/Mid-Cap Equity0.457.37-0.521.087.8116.8301/03/2024
EUR Moderate Allocation0.203.983.091.082.457.5001/03/2024
Global Corporate Bond - USD Hedged-0.112.311.601.072.726.2801/03/2024
Global High Yield Bond - GBP Hedged0.994.009.850.982.807.3001/03/2024
Global Emerging Markets Bond0.964.135.120.961.718.2201/03/2024
SGD Bond-0.441.40-1.050.952.136.7501/03/2024
EUR Moderate Allocation - Global0.925.094.720.902.907.4201/03/2024
Global Emerging Markets Corporate Bond1.984.212.340.892.648.2901/03/2024
Global Flexible Bond-0.322.170.300.871.536.4501/03/2024
GBP High Yield Bond1.234.499.920.822.727.8801/03/2024
EUR Money Market - Short Term-0.590.75-0.360.720.334.6601/03/2024
EUR Money Market-0.540.83-0.140.720.394.6601/03/2024
Asia-Pacific ex-Japan Equity Income0.255.32-0.790.713.4513.1901/03/2024
Long/Short Equity - Europe0.642.80-0.560.712.767.5901/03/2024
Japan Flex-Cap Equity3.888.289.510.614.5612.8301/03/2024
Target Date 2016 - 2020-0.052.913.410.582.097.2801/03/2024
Global Flexible Bond - CHF Hedged-5.170.062.460.542.538.0801/03/2024
EUR Ultra Short-Term Bond-0.630.86-0.100.430.334.4901/03/2024
USD Corporate Bond-0.452.010.760.432.547.6901/03/2024
Global Small/Mid-Cap Equity1.859.312.600.386.1915.4901/03/2024
Asia Bond - Local Currency-1.720.53-3.540.331.266.4901/03/2024
EUR High Yield Bond-0.083.484.890.312.016.7401/03/2024
Global Inflation-Linked Bond-1.240.93-2.040.252.316.2501/03/2024
Target Date 2021 - 2025-0.632.842.140.062.246.0401/03/2024
GBP Corporate Bond - Short Term-0.202.065.930.061.234.6101/03/2024
USD Diversified Bond-0.521.87-1.680.051.456.3701/03/2024
EUR Inflation-Linked Bond-2.960.30-1.640.021.346.0201/03/2024
NOK Moderate Allocation-0.505.933.43-0.062.1411.2801/03/2024
GBP Allocation 20-40% Equity-0.063.474.78-0.071.686.4701/03/2024
EUR Corporate Bond - Short Term-0.931.161.00-0.170.414.4101/03/2024
GBP Allocation 0-20% Equity-0.383.215.52-0.201.476.2601/03/2024
SEK Flexible Allocation1.036.473.50-0.233.9112.7001/03/2024
EUR Government Bond - Short Term-1.440.510.67-0.39-0.925.1301/03/2024
Asia Bond1.182.99-1.02-0.411.248.0201/03/2024
SEK Moderate Allocation0.966.715.97-0.493.3811.0401/03/2024
EUR Diversified Bond - Short Term-1.170.860.21-0.580.004.4801/03/2024
GBP Flexible Bond-0.453.006.36-0.581.336.2901/03/2024
Global Corporate Bond-0.602.101.71-0.591.726.0601/03/2024
Global Bond - CHF Hedged-5.48-0.851.98-0.591.057.8801/03/2024
EUR Cautious Allocation - Global-0.563.222.24-0.671.065.7301/03/2024
Finland Equity-3.201.32-11.22-0.685.1314.9901/03/2024
USD Government Bond-0.711.54-2.82-0.720.587.7901/03/2024
Property - Direct UK-1.60-1.33-2.03-0.76-1.276.3001/03/2024
Global Corporate Bond - CHF Hedged-5.62-0.313.41-0.772.389.2701/03/2024
EUR Cautious Allocation-0.473.022.17-0.830.775.4801/03/2024
Convertible Bond - Global, USD Hedged1.193.84-0.03-0.833.657.5301/03/2024
Global Flexible Bond - GBP Hedged-0.252.835.77-0.931.406.1201/03/2024
Global High Yield Bond - EUR Hedged-0.513.453.99-0.931.227.1801/03/2024
Sector Equity Agriculture-1.692.54-12.99-1.003.4514.1301/03/2024
EUR Flexible Bond-1.181.791.59-1.030.435.9201/03/2024
Global Bond - USD Biased-1.971.40-1.13-1.101.256.1701/03/2024
Property - Direct Global-1.70-2.05-5.55-1.19-1.296.6101/03/2024
EUR Subordinated Bond-0.183.983.28-1.321.527.6601/03/2024
Global Inflation-Linked Bond - GBP Hedged-1.291.432.52-1.321.217.2701/03/2024
Asia-Pacific Equity3.117.953.07-1.334.3212.6901/03/2024
Macro Trading EUR-0.642.42-1.65-1.411.218.2901/03/2024
Commodities - Precious Metals-3.91-2.02-5.41-1.466.3516.0801/03/2024
NOK Bond - Short Term-1.893.53-0.84-1.47-0.949.6101/03/2024
NOK Cautious Allocation-1.634.870.33-1.480.2010.2001/03/2024
Japan Small/Mid-Cap Equity1.806.802.89-1.553.1413.3201/03/2024
Property - Direct Europe-2.23-2.06-6.42-1.87-1.047.4301/03/2024
Europe Mid-Cap Equity-0.755.24-1.41-1.874.5816.2301/03/2024
Sector Equity Biotechnology5.9421.048.71-1.896.0620.4801/03/2024
Europe Small-Cap Equity-1.225.73-2.57-2.025.4316.9701/03/2024
SEK Ultra Short-Term Bond-0.992.210.27-2.08-0.327.0301/03/2024
SEK Flexible High Yield Bond-0.144.733.50-2.150.799.6001/03/2024
SEK Cautious Allocation-0.304.773.23-2.231.178.9301/03/2024
Global Bond - GBP Hedged-0.931.674.24-2.32-0.045.4201/03/2024
Global Bond-1.841.39-1.84-2.48-0.455.7601/03/2024
Global Corporate Bond - GBP Hedged-0.892.336.31-2.550.847.2201/03/2024
Convertible Bond - Global0.614.00-1.64-2.574.138.0201/03/2024
Global Flexible Bond - EUR Hedged-1.502.170.74-2.57-0.106.6501/03/2024
Global Bond - GBP Biased-1.052.887.96-2.570.738.9401/03/2024
SEK Bond - Short Term-1.402.190.63-2.73-0.677.1201/03/2024
Global Emerging Markets Allocation1.434.842.18-2.741.6610.2101/03/2024
Convertible Bond - Global, CHF Hedged-4.630.851.12-2.743.549.8401/03/2024
Global Bond - EUR Biased-2.351.660.29-2.82-0.935.3901/03/2024
EUR Corporate Bond-1.851.692.75-2.97-0.455.8401/03/2024
UK Mid-Cap Equity-1.316.06-1.58-2.981.8017.4401/03/2024
Asia-Pacific ex-Japan Equity0.634.98-2.72-3.154.5714.2901/03/2024
Convertible Bond - Europe-1.451.96-1.06-3.170.177.4701/03/2024
DKK Domestic Bond-1.341.951.89-3.24-1.755.4201/03/2024
Global Inflation-Linked Bond - EUR Hedged-2.850.71-3.22-3.49-0.606.4501/03/2024
NOK Bond-3.422.42-2.55-3.50-1.909.7001/03/2024
DKK Bond-1.511.971.39-3.65-1.725.9101/03/2024
Global Emerging Markets Equity1.425.113.18-3.683.1713.9101/03/2024
EUR Diversified Bond-2.331.441.28-3.76-1.245.5501/03/2024
Property - Indirect Asia-5.451.42-10.53-3.85-2.9612.3301/03/2024
GBP Diversified Bond-1.482.844.43-3.87-0.608.3501/03/2024
GBP Corporate Bond-1.533.466.16-3.98-0.0810.2301/03/2024
SEK Corporate Bond-1.563.052.47-3.98-0.648.5101/03/2024
Global Emerging Markets Bond - EUR Biased-0.963.824.68-3.99-1.0410.7101/03/2024
Global Emerging Markets Corporate Bond - EUR Biased-0.223.591.82-4.07-0.208.9701/03/2024
UK Small-Cap Equity-1.125.92-4.41-4.103.3215.9601/03/2024
Global Bond - EUR Hedged-2.351.34-0.37-4.13-1.696.2201/03/2024
Global Corporate Bond - EUR Hedged-2.191.831.24-4.14-0.327.4001/03/2024
Nordic Small/Mid-Cap Equity0.7011.98-1.73-4.158.9121.2901/03/2024
Emerging Europe Bond-0.852.324.00-4.22-1.659.6401/03/2024
Asia Allocation1.193.93-3.59-4.290.4810.5101/03/2024
Europe Bond-2.431.390.83-4.48-1.215.3401/03/2024
Africa Equity-6.58-5.04-12.58-4.60-4.5713.6101/03/2024
Thailand Equity-5.58-1.65-17.96-4.84-5.4216.0201/03/2024
EUR Government Bond-3.010.910.99-5.04-1.835.9801/03/2024
Convertible Bond - Global, GBP Hedged0.214.084.66-5.062.079.3901/03/2024
SEK Diversified Bond-3.052.051.12-5.28-1.938.0801/03/2024
Property - Indirect Europe-9.68-0.85-2.36-5.69-2.6422.7401/03/2024
France Small/Mid-Cap Equity-4.9011.03-14.34-5.923.1015.3130/01/2024
Global Bond - NOK Hedged-3.813.21-2.76-6.01-3.1611.2501/03/2024
Sector Equity Precious Metals-14.31-14.10-13.82-6.103.6726.1801/03/2024
Korea Equity-1.815.365.90-6.231.9322.8001/03/2024
Convertible Bond - Global, EUR Hedged-1.503.17-1.05-6.370.558.8301/03/2024
Germany Small/Mid-Cap Equity-4.010.40-11.31-7.213.0216.4501/03/2024
GBP Government Bond-3.132.030.86-7.84-3.8910.1801/03/2024
Asia ex-Japan Equity1.404.21-6.30-8.342.1615.8701/03/2024
Property - Indirect Eurozone-1.338.91-2.34-8.44-7.0621.3020/09/2023
GBP Inflation-Linked Bond-3.812.33-0.89-8.62-3.8416.6901/03/2024
Greater China High Yield Bond4.465.54-12.91-9.13-4.6418.0101/03/2024
Sector Equity Alternative Energy-7.62-0.03-22.64-9.6610.9523.8501/03/2024
JPY Bond-5.61-1.16-15.90-10.42-6.938.7801/03/2024
Asia High Yield Bond4.656.35-9.33-10.58-6.4415.5801/03/2024
BRIC Equity-0.181.19-6.98-11.66-2.9317.0901/03/2024
Hong Kong Equity-2.83-2.93-22.19-12.04-4.6822.7201/03/2024
EUR Bond - Long Term-4.892.852.79-12.32-4.1817.2001/03/2024
Greater China Allocation0.320.11-15.95-12.62-4.6515.0601/03/2024
China Equity - A Shares0.16-1.81-24.73-13.740.2820.8001/03/2024
Greater China Equity0.630.03-15.77-14.79-0.7122.8601/03/2024
Russia Equity-57.0328.11-52.14-16.64-5.0844.6130/05/2022
China Equity-1.59-3.92-25.60-19.04-4.7525.5801/03/2024
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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