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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 Technology23.12-1.7219.5813.6718.4916.0621/10/2019
Sector Equity Private Equity23.56-0.2912.3912.4713.5311.6921/10/2019
US Large-Cap Growth Equity19.70-5.3210.8212.4216.3013.0921/10/2019
Europe High Yield Bond-1.32-0.717.2811.946.739.0627/04/2018
Greece Equity27.65-6.1425.1211.551.4119.7621/10/2019
Russia Equity23.06-5.4617.3710.9512.8517.4321/10/2019
Commodities - Precious Metals21.253.7129.3210.516.2215.5021/10/2019
US Flex-Cap Equity17.25-4.697.749.6614.0313.1421/10/2019
US Large-Cap Blend Equity17.58-3.978.519.4914.0511.8021/10/2019
BRIC Equity13.98-5.7117.039.3012.0213.8521/10/2019
UK Small-Cap Equity12.240.822.658.8010.3411.8021/10/2019
Global Large-Cap Growth Equity16.90-4.8710.078.7112.7511.7221/10/2019
Switzerland Small/Mid-Cap Equity19.15-3.268.778.6516.5212.4621/10/2019
France Large-Cap Equity17.23-2.979.398.1711.3012.5521/10/2019
Thailand Equity9.25-8.315.648.019.2213.0821/10/2019
Sector Equity Utilities18.03-0.1120.618.0010.7513.2821/10/2019
US Small-Cap Equity15.41-4.513.177.9413.0115.2221/10/2019
Property - Indirect Eurozone15.925.596.237.6714.7211.9201/10/2019
Switzerland Large-Cap Equity18.06-3.3313.687.6211.0910.0421/10/2019
Brazil Equity16.55-10.5423.217.617.3528.5121/10/2019
Netherlands Equity21.91-2.4010.727.5515.6913.0321/10/2019
Emerging Europe Equity16.61-5.6514.757.427.6414.6821/10/2019
UK Mid-Cap Equity19.343.8110.297.359.4211.6221/10/2019
Sector Equity Financial Services14.46-5.187.207.249.7014.4821/10/2019
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
Austria Equity10.46-1.61-5.627.1410.9115.6121/10/2019
Sector Equity Consumer Goods & Services16.48-4.0712.207.0911.2912.6521/10/2019
Property - Indirect Europe17.533.8010.847.0811.1411.7821/10/2019
Sector Equity Water20.68-1.1114.407.0511.4710.5921/10/2019
US Mid-Cap Equity19.08-3.248.116.9913.2113.4621/10/2019
Taiwan Large-Cap Equity17.022.1117.976.9112.1714.7321/10/2019
Sector Equity Industrial Materials16.21-3.527.556.8610.6913.4021/10/2019
Property - Indirect Switzerland20.606.3821.226.8212.0410.1301/10/2019
Sector Equity Ecology17.93-2.7411.156.5710.7011.6021/10/2019
US Large-Cap Value Equity13.71-3.275.096.5412.0011.8721/10/2019
Greater China Equity13.47-4.5614.126.4711.7515.5921/10/2019
Global Large-Cap Blend Equity14.02-3.917.036.4110.6510.6321/10/2019
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
Global Small-Cap Equity13.51-4.563.726.0011.7311.6621/10/2019
Europe Mid-Cap Equity15.73-2.735.245.9611.2212.0321/10/2019
Europe Large-Cap Growth Equity16.85-3.649.235.8310.1911.2821/10/2019
Italy Equity13.92-2.607.795.836.7016.8121/10/2019
Europe ex-UK Large-Cap Equity15.69-1.289.255.789.6911.6621/10/2019
Target Date 2046+13.16-2.437.365.719.749.6221/10/2019
Property - Indirect Asia12.74-6.1619.045.7010.1811.1421/10/2019
Sector Equity Infrastructure16.07-1.6215.555.669.6811.5521/10/2019
Singapore Equity5.11-8.289.235.596.3312.8421/10/2019
Europe Small-Cap Equity11.03-3.750.345.5512.2912.9921/10/2019
Eurozone Small-Cap Equity8.14-1.62-1.175.5011.7513.9821/10/2019
Japan Small/Mid-Cap Equity9.98-0.67-3.295.4515.4014.4421/10/2019
Global Equity Income12.61-3.237.535.419.699.8021/10/2019
Pacific ex-Japan Equity12.02-8.4911.875.398.4011.1221/10/2019
Israel Large/Mid-Cap Equity17.990.728.085.39-13.3716/10/2019
China Equity11.04-5.4411.975.3810.4416.2121/10/2019
Eurozone Mid-Cap Equity13.66-4.963.415.3510.2413.1621/10/2019
Property - Indirect Global19.320.7817.915.3510.4910.9821/10/2019
China Equity - A Shares24.79-3.0723.705.3116.2517.8421/10/2019
Target Date 2041 - 204511.96-2.686.665.299.379.4221/10/2019
GBP Adventurous Allocation11.70-2.356.445.278.199.1221/10/2019
UK Flex-Cap Equity13.660.136.275.257.4811.1821/10/2019
Africa & Middle East Equity4.01-9.716.405.152.7911.4221/10/2019
Global Flex-Cap Equity12.36-4.225.045.139.8611.7621/10/2019
Finland Equity11.93-1.245.955.1112.3212.0721/10/2019
Asia-Pacific ex-Japan Equity9.01-5.3710.285.049.4712.6521/10/2019
Sector Equity Healthcare6.45-6.15-0.375.0210.0812.7821/10/2019
Eurozone Large-Cap Equity13.97-2.296.654.968.8612.2821/10/2019
Target Date 2036 - 204012.04-2.546.724.918.848.8621/10/2019
Sweden Equity12.69-2.009.174.9010.1212.1121/10/2019
Emerging Europe ex-Russia Equity4.12-6.345.284.715.9114.4421/10/2019
Greater China Allocation8.98-5.1511.564.68-10.9721/10/2019
UK Large-Cap Equity12.32-1.277.094.656.7010.0221/10/2019
Asia ex-Japan Equity9.35-5.1812.014.619.5213.2221/10/2019
Target Date 2031 - 20359.67-2.945.504.608.598.6221/10/2019
Norway Equity3.37-7.48-10.564.578.4614.5121/10/2019
Europe Large-Cap Blend Equity13.79-2.767.014.567.9810.8221/10/2019
Global Large-Cap Value Equity10.21-3.292.554.559.3610.8621/10/2019
GBP Moderately Adventurous Allocation10.82-1.436.494.527.017.4921/10/2019
Asia-Pacific ex-Japan Equity Income9.53-5.5110.704.448.5810.9221/10/2019
Sector Equity Alternative Energy17.94-3.2415.244.436.8314.7021/10/2019
Japan Flex-Cap Equity10.550.29-0.884.4312.4813.4721/10/2019
Spain Equity6.91-6.093.604.346.6613.4121/10/2019
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
Europe ex-UK Small/Mid-Cap Equity10.56-4.731.284.1711.9012.5621/10/2019
Nordic Equity10.81-3.496.124.059.7311.2821/10/2019
Asia-Pacific inc. Japan Equity9.82-3.506.614.049.8611.4421/10/2019
Japan Large-Cap Equity10.880.621.413.9811.8511.7921/10/2019
GBP High Yield Bond8.991.205.303.954.683.5721/10/2019
Sector Equity Agriculture9.94-6.481.053.896.7811.4021/10/2019
Global High Yield Bond - GBP Hedged9.221.115.313.843.823.6921/10/2019
Europe Equity Income11.07-1.925.563.787.4910.8521/10/2019
Nordic Small/Mid-Cap Equity10.77-4.592.263.7113.1312.8921/10/2019
Eurozone Flex-Cap Equity10.59-1.914.483.679.1612.8521/10/2019
Global Emerging Markets Equity8.22-6.009.983.617.4112.7521/10/2019
UK Equity Income11.05-0.075.223.596.2910.0921/10/2019
Germany Large-Cap Equity13.00-1.713.193.578.8513.6421/10/2019
Germany Small/Mid-Cap Equity9.54-2.66-0.343.579.2413.7521/10/2019
GBP Corporate Bond8.490.808.253.554.834.3721/10/2019
Property - Direct UK0.06-0.28-0.143.543.402.1621/10/2019
Islamic Global Equity9.33-4.323.353.538.0910.1321/10/2019
Europe Large-Cap Value Equity10.44-1.783.123.526.9311.7321/10/2019
AUD Bond-4.89-3.44-3.813.50-1.0312.6127/04/2018
Property - Indirect North America22.712.3820.953.4910.6115.2721/10/2019
Hong Kong Equity3.26-10.486.113.499.1414.1221/10/2019
GBP Moderate Allocation8.93-0.525.663.475.335.6021/10/2019
Australia & New Zealand Equity16.29-4.0010.033.477.2712.2321/10/2019
Target Date 2026 - 20309.10-2.845.923.427.287.8721/10/2019
EUR Aggressive Allocation6.56-4.181.893.427.599.8021/10/2019
EUR Aggressive Allocation - Global8.91-4.313.413.397.319.3721/10/2019
USD Aggressive Allocation10.26-4.186.453.248.899.6021/10/2019
Global Bond - GBP Biased10.531.339.093.233.113.5921/10/2019
Europe Flex-Cap Equity10.64-3.712.563.138.6011.9021/10/2019
GBP Flexible Bond7.380.956.583.064.163.6421/10/2019
GBP Flexible Allocation8.66-0.994.933.065.136.3321/10/2019
GBP Diversified Bond7.450.797.652.964.394.7221/10/2019
Sector Equity Biotechnology6.29-10.67-8.432.966.8518.9621/10/2019
GBP Cautious Allocation7.440.616.352.944.343.2321/10/2019
Global Bond - ILS9.64-3.1810.342.938.918.6621/10/2019
USD Moderate Allocation8.98-3.237.512.838.388.3021/10/2019
Sector Equity Communications13.94-3.118.322.708.0913.1521/10/2019
Global Flexible Bond - GBP Hedged6.810.505.662.612.932.9921/10/2019
Vietnam Equity2.61-4.07-1.572.6110.6313.4021/10/2019
GBP Government Bond7.851.389.832.564.816.5121/10/2019
GBP Moderately Cautious Allocation7.34-0.305.512.564.243.8221/10/2019
Global High Yield Bond8.11-2.427.112.528.447.8821/10/2019
EUR Bond - Long Term12.29-1.8217.532.468.1412.1221/10/2019
Global Corporate Bond - GBP Hedged8.631.308.642.423.072.9621/10/2019
Denmark Equity7.91-6.162.122.4113.1112.9721/10/2019
USD High Yield Bond8.06-2.376.312.408.227.8821/10/2019
Global Emerging Markets Corporate Bond8.76-2.6011.022.358.828.5421/10/2019
India Equity1.06-3.0814.042.289.8118.8621/10/2019
Latin America Equity7.71-10.576.732.184.5921.0221/10/2019
USD Flexible Allocation8.60-3.306.552.147.949.1121/10/2019
EUR High Yield Bond3.31-3.491.622.115.727.3721/10/2019
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
Global Corporate Bond - USD Hedged8.78-1.9011.641.968.528.7121/10/2019
Asia Allocation8.13-3.839.851.947.459.3521/10/2019
GBP Inflation-Linked Bond7.57-1.018.641.896.379.2421/10/2019
Global Emerging Markets Allocation6.53-5.527.651.845.6910.0521/10/2019
Islamic Global Bond8.64-2.8717.401.718.229.4021/10/2019
USD Corporate Bond9.59-1.4312.831.647.978.8321/10/2019
CAD Money Market-4.28-1.29-0.271.58-1.9210.3527/04/2018
Global Corporate Bond7.58-1.8710.051.556.967.8521/10/2019
Convertible Bond - Global, GBP Hedged6.88-1.022.661.552.365.4021/10/2019
Target Date 2021 - 20254.57-3.742.691.544.887.1521/10/2019
EUR Moderate Allocation - Global4.96-4.132.281.495.297.6921/10/2019
CHF Aggressive Allocation8.37-4.145.831.475.899.0921/10/2019
Asia Bond7.49-2.4911.221.477.938.4821/10/2019
Global Bond - GBP Hedged5.640.596.471.442.312.9121/10/2019
CAD Bond-5.50-1.93-2.591.44-0.2410.7427/04/2018
Global Flexible Bond - USD Hedged6.00-2.907.911.427.698.3921/10/2019
EUR Flexible Allocation - Global4.83-4.331.071.424.998.7421/10/2019
Asia High Yield Bond7.72-3.0210.101.419.778.3821/10/2019
USD Cautious Allocation6.24-2.947.251.367.167.9521/10/2019
Global Emerging Markets Bond8.29-3.7610.511.357.728.9921/10/2019
EUR Flexible Allocation4.30-4.041.121.314.709.1721/10/2019
USD Flexible Bond6.01-2.617.561.297.608.2921/10/2019
ASEAN Equity4.59-7.937.941.274.6511.3821/10/2019
Global High Yield Bond - EUR Hedged3.54-3.631.371.244.327.2721/10/2019
Target Date 2016 - 20202.16-3.452.501.174.786.7821/10/2019
Poland Equity-2.83-9.96-2.761.101.5316.8221/10/2019
Global Inflation-Linked Bond - GBP Hedged5.09-0.195.221.092.273.4521/10/2019
EUR Moderate Allocation4.16-3.911.391.044.878.2121/10/2019
Convertible Bond - Global, USD Hedged6.25-4.055.150.927.897.9921/10/2019
Global Flexible Bond4.02-3.515.220.906.537.9821/10/2019
Asia Bond - Local Currency4.22-3.5211.400.806.188.4821/10/2019
Global Emerging Markets Bond - Local Currency6.96-4.5411.270.794.1710.5521/10/2019
RMB Bond1.27-5.095.690.786.147.8921/10/2019
RMB High Yield Bond5.82-2.689.170.75-8.1021/10/2019
CHF Moderate Allocation7.02-3.866.550.745.968.3821/10/2019
Global Bond - USD Hedged4.80-2.688.580.697.218.7521/10/2019
Europe Bond2.14-3.164.570.674.247.3121/10/2019
DKK Bond-1.46-4.580.730.623.897.1421/10/2019
Convertible Bond - Global3.90-4.782.020.616.787.4221/10/2019
Global Emerging Markets Corporate Bond - EUR Biased3.52-3.884.500.574.058.1421/10/2019
EUR Corporate Bond1.24-4.182.260.493.937.3921/10/2019
SEK Moderate Allocation1.84-4.951.410.424.798.4221/10/2019
Global Emerging Markets Small/Mid-Cap Equity6.94-5.7010.020.396.0212.5421/10/2019
USD Diversified Bond5.93-2.0610.030.386.858.7921/10/2019
GBP Money Market - Short Term0.530.140.670.370.320.0921/10/2019
GBP Diversified Bond - Short Term1.290.181.450.360.540.7221/10/2019
EUR Cautious Allocation1.84-4.051.530.353.757.0421/10/2019
GBP Money Market0.450.130.560.310.290.0821/10/2019
DKK Domestic Bond-2.44-4.62-0.320.223.487.0021/10/2019
EUR Cautious Allocation - Global2.04-4.141.360.133.817.0121/10/2019
Target Date 2011 - 2015-0.37-3.880.440.082.396.8821/10/2019
Global Corporate Bond - EUR Hedged3.29-3.294.670.063.487.9221/10/2019
Sector Equity Natural Resources6.32-7.82-3.620.062.6215.9021/10/2019
Commodities - Energy12.18-4.83-23.140.04-8.8821.5101/10/2019
EUR Flexible Bond0.88-3.661.630.003.007.3421/10/2019
EUR Government Bond1.25-3.664.74-0.013.707.8921/10/2019
SEK Flexible Allocation2.56-5.010.96-0.024.289.5721/10/2019
Global Inflation-Linked Bond3.40-3.726.02-0.093.557.8521/10/2019
Global Emerging Markets Bond - EUR Biased3.81-4.914.77-0.113.949.4021/10/2019
Global High Yield Bond - CHF Hedged5.12-3.714.72-0.115.388.5121/10/2019
Global Inflation-Linked Bond - USD Hedged4.05-3.626.83-0.137.649.5521/10/2019
EUR Diversified Bond0.50-3.862.69-0.163.527.4421/10/2019
Global Bond3.88-2.737.15-0.175.027.8421/10/2019
Global Flexible Bond - EUR Hedged0.73-4.291.16-0.173.207.4621/10/2019
Emerging Europe Bond3.36-2.897.26-0.203.808.8821/10/2019
Convertible Bond - Europe0.91-4.82-1.43-0.224.247.4221/10/2019
Asia ex-Japan Small/Mid-Cap Equity5.24-6.188.93-0.296.1113.0921/10/2019
Global Bond - USD Biased4.53-2.966.70-0.346.108.2021/10/2019
Global Frontier Markets Equity1.94-7.902.46-0.352.6810.1921/10/2019
USD Diversified Bond - Short Term1.15-3.213.74-0.365.718.2921/10/2019
EUR Inflation-Linked Bond-0.07-4.151.74-0.383.307.9921/10/2019
Convertible Bond - Global, EUR Hedged1.63-5.27-0.60-0.393.697.4121/10/2019
NOK High Yield Bond-3.00-9.03-6.57-0.47-0.569.1221/10/2019
Africa Equity1.09-5.020.48-0.49-2.6214.0621/10/2019
Global Bond - EUR Biased0.09-3.891.90-0.573.217.1821/10/2019
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
USD Government Bond3.10-2.377.91-0.635.369.6621/10/2019
Global Corporate Bond - CHF Hedged5.40-3.258.85-0.665.599.7021/10/2019
USD Money Market - Short Term-0.36-3.242.53-0.665.408.2221/10/2019
EUR Corporate Bond - Short Term-1.94-4.28-1.05-0.752.376.8121/10/2019
USD Money Market-0.18-3.222.63-0.755.308.1821/10/2019
CHF Cautious Allocation4.14-3.895.23-0.794.478.4421/10/2019
NOK Moderate Allocation3.65-7.71-2.41-0.813.369.1921/10/2019
Global Bond - EUR Hedged-0.02-4.032.24-0.852.607.8121/10/2019
HKD Bond1.18-3.554.77-0.865.898.5121/10/2019
Property - Direct Europe-2.98-4.34-1.46-0.882.118.5221/10/2019
Convertible Bond - Global, CHF Hedged3.41-5.193.06-0.935.388.6921/10/2019
Global Flexible Bond - CHF Hedged2.45-4.524.93-1.173.918.9621/10/2019
South Africa & Namibia Equity1.52-10.494.49-1.242.4617.1221/10/2019
EUR Diversified Bond - Short Term-3.24-4.42-1.70-1.281.896.8421/10/2019
Canada Equity14.30-3.554.74-1.291.3211.8821/10/2019
EUR Government Bond - Short Term-3.39-4.47-1.30-1.321.737.2521/10/2019
Global Bond - CHF Biased2.75-3.835.47-1.393.909.4121/10/2019
EUR Ultra Short-Term Bond-4.16-4.39-2.61-1.431.646.7221/10/2019
EUR Money Market-4.52-4.42-2.85-1.541.536.7021/10/2019
USD Inflation-Linked Bond4.10-3.327.23-1.554.889.5621/10/2019
Global Inflation-Linked Bond - EUR Hedged-0.67-4.910.99-1.562.828.2821/10/2019
RMB Bond - Onshore-2.06-5.603.03-1.654.798.2021/10/2019
Global Bond - CHF Hedged2.42-3.806.74-1.654.479.6321/10/2019
EUR Money Market - Short Term-4.70-4.46-3.03-1.661.406.7021/10/2019
Property - Direct Global-2.11-3.67-0.78-1.691.128.5021/10/2019
CHF Bond0.37-4.624.46-1.754.149.7221/10/2019
France Small/Mid-Cap Equity5.95-4.56-8.80-2.264.5314.7721/10/2019
NOK Cautious Allocation-0.32-8.48-4.50-2.311.338.5521/10/2019
SEK Cautious Allocation-3.50-5.59-1.74-2.341.248.1821/10/2019
CHF Money Market-2.62-4.340.64-2.582.808.6221/10/2019
Sector Equity Precious Metals24.87-7.1227.56-2.808.7824.6721/10/2019
CHF Bond - Short Term-2.88-4.780.54-2.802.888.7721/10/2019
Global Bond - NOK Hedged-0.48-8.59-2.26-2.880.939.0021/10/2019
JPY Bond1.54-4.588.21-2.916.0311.5921/10/2019
Commodities - Broad Basket0.84-4.46-7.17-2.94-5.1310.6821/10/2019
SEK Corporate Bond-7.08-5.68-4.16-3.15-0.219.1121/10/2019
NOK Bond - Short Term-4.48-8.97-7.10-3.22-0.338.4621/10/2019
NOK Bond-4.76-9.10-6.83-3.62-0.298.4821/10/2019
SEK Bond-7.05-6.10-2.70-3.750.069.2121/10/2019
Indonesia Equity-2.79-11.3810.22-4.461.9217.3721/10/2019
Korea Equity-8.44-5.83-8.51-4.621.1415.6821/10/2019
SEK Ultra Short-Term Bond-9.53-6.19-6.08-4.77-1.619.0921/10/2019
Property - Direct Other0.970.133.02-4.96-1.7318.7821/10/2019
Sector Equity Energy0.26-8.85-15.88-5.39-4.2716.1721/10/2019
TRY Bond-8.53-5.41-14.57-5.57-9.8118.0627/04/2018
Commodities - Broad Agriculture-9.12-6.46-11.72-9.91-6.6212.9121/10/2019
Turkey Equity-3.35-9.63-1.63-13.21-7.4532.8321/10/2019
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-------
Capital Protected-------
Commodities - Grains-6.35-2.681.08---19/09/2019
Commodities - Industrial & Broad Metals-3.52-1.31---12.3819/09/2019
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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