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.

×
Morningstar
Category
YTD Return%3 Month Return %1 Year Return %3 Year Anlsd %5 Year Anlsd %3Yr Std DevDate
Sector Equity Alternative Energy-5.29-2.0054.4823.0520.3922.4811/06/2021
Sector Equity Precious Metals1.7714.5514.6919.709.5434.4611/06/2021
Sector Equity Technology6.093.4238.5719.4525.3319.0211/06/2021
Commodities - Precious Metals1.716.8115.0119.0716.3919.0511/06/2021
Nordic Small/Mid-Cap Equity10.268.0659.6618.4118.6722.4011/06/2021
US Large-Cap Growth Equity5.765.3525.8817.9820.4917.0211/06/2021
Taiwan Large-Cap Equity14.788.2040.2216.5320.2117.8711/06/2021
Sweden Equity13.518.1546.8316.0716.0318.2611/06/2021
Denmark Equity7.9412.2837.1215.7315.7715.7611/06/2021
Sector Equity Private Equity17.4611.1737.1015.4017.9021.4911/06/2021
Israel Large/Mid-Cap Equity10.8410.8630.2114.6814.7319.0510/06/2021
Global Large-Cap Growth Equity5.415.3823.0713.9716.0414.8111/06/2021
Switzerland Equity9.1612.4720.6413.9513.8111.7911/06/2021
Russia Equity16.4911.9126.8113.9116.9622.3411/06/2021
Sector Equity Ecology4.434.9432.5713.7015.1816.4711/06/2021
US Large-Cap Blend Equity10.126.8824.4713.6516.1016.1211/06/2021
Nordic Equity10.398.3037.6913.1813.9316.8611/06/2021
US Flex-Cap Equity10.836.0329.8313.0115.9218.0711/06/2021
China Equity - A Shares0.514.5631.3212.8316.2418.5511/06/2021
Finland Equity13.0610.7739.4312.6016.6718.4211/06/2021
US Small-Cap Equity11.450.5542.3512.2816.6822.2211/06/2021
Vietnam Equity28.3216.9357.9412.1915.2524.3911/06/2021
Sector Equity Water7.565.9626.9712.1812.5114.5811/06/2021
Netherlands Equity15.3810.9341.4312.1816.3418.1111/06/2021
Switzerland Small/Mid-Cap Equity10.1312.4229.7111.8316.5214.9711/06/2021
US Mid-Cap Equity13.273.9035.3811.5814.2319.8911/06/2021
Sector Equity Communications7.715.4521.0311.077.7215.2211/06/2021
Europe ex-UK Small/Mid-Cap Equity11.269.5644.0510.9915.2619.9211/06/2021
Brazil Equity4.6021.3316.6710.9212.7635.6711/06/2021
Europe Large-Cap Growth Equity8.199.2624.6610.9113.1114.5011/06/2021
Property - Indirect Switzerland-2.166.238.7710.918.949.7307/06/2021
UK Small-Cap Equity19.3911.1551.4410.6614.9122.6911/06/2021
Sector Equity Healthcare3.576.5112.0910.4510.9915.0911/06/2021
Australia & New Zealand Equity9.967.6735.2610.3412.5421.2011/06/2021
Europe Small-Cap Equity12.8610.0144.709.9015.2020.6011/06/2021
Global Small/Mid-Cap Equity9.914.8236.119.8313.6520.2611/06/2021
Sector Equity Consumer Goods & Services6.745.6426.589.5612.5816.7011/06/2021
Greece Equity15.3214.0344.449.5311.6526.9511/06/2021
Europe Mid-Cap Equity9.177.7534.769.5112.7318.6211/06/2021
Sector Equity Utilities-0.415.563.099.457.5414.7711/06/2021
Sector Equity Industrial Materials11.276.9232.639.3514.7519.3111/06/2021
Global Large-Cap Blend Equity8.006.2121.149.2412.5214.6611/06/2021
Target Date 2046+8.385.8022.669.2011.6113.7211/06/2021
Eurozone Small-Cap Equity14.7112.9938.209.1513.6020.0711/06/2021
Greater China Equity1.92-2.9123.809.0017.6317.5211/06/2021
SEK Aggressive Allocation6.565.7023.598.9910.2812.5411/06/2021
BRIC Equity4.794.4024.328.9116.4217.5611/06/2021
Germany Small/Mid-Cap Equity7.626.8829.788.8813.1419.9311/06/2021
Global Flex-Cap Equity8.995.5327.838.6912.6417.6011/06/2021
Sector Equity Biotechnology-3.680.675.128.5612.2221.7211/06/2021
Asia ex-Japan Equity3.43-1.0929.488.4715.1015.1711/06/2021
Asia-Pacific ex-Japan Equity4.571.1829.448.4514.3715.0211/06/2021
US Large-Cap Value Equity14.596.3526.268.4111.3817.1011/06/2021
Commodities - Grains14.966.6465.508.36-19.0107/06/2021
Target Date 2041 - 20457.545.5820.658.2610.6212.9111/06/2021
Europe ex-UK Equity11.2510.5428.328.2511.8716.8711/06/2021
Convertible Bond - Global, GBP Hedged2.540.2720.918.236.8310.4211/06/2021
Target Date 2036 - 20407.865.7421.468.0311.0212.4211/06/2021
Sector Equity Agriculture12.804.6529.967.9711.0015.7811/06/2021
Convertible Bond - Global, CHF Hedged-2.852.1910.247.747.189.7511/06/2021
Global Emerging Markets Small/Mid-Cap Equity11.427.9736.437.6411.3019.2311/06/2021
Global Equity Income9.526.6618.877.6110.0314.2511/06/2021
Emerging Europe Equity13.6410.1921.127.6010.8623.0211/06/2021
Global Emerging Markets Equity4.691.5228.807.5313.0915.6311/06/2021
India Equity11.334.0348.057.3711.6923.1611/06/2021
Convertible Bond - Global-1.72-0.6910.237.208.269.1711/06/2021
Sector Equity Natural Resources16.576.9438.927.1511.8724.2311/06/2021
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
Property - Indirect North America21.6615.5621.427.065.4319.2111/06/2021
France Equity13.4110.5925.997.0412.0819.1311/06/2021
GBP Adventurous Allocation7.245.5121.937.029.8714.0311/06/2021
Canada Equity12.888.5418.426.886.2218.2910/06/2021
Sector Equity Infrastructure6.567.0711.026.728.0814.6211/06/2021
SEK Flexible Allocation3.485.2419.506.637.5912.9211/06/2021
China Equity-1.26-3.0421.526.5216.0617.3311/06/2021
Asia ex-Japan Small/Mid-Cap Equity10.736.7633.886.4611.5218.6711/06/2021
Asia-Pacific Equity2.301.0720.606.4011.8013.6411/06/2021
Target Date 2031 - 20354.654.3214.896.399.1411.2711/06/2021
Europe Flex-Cap Equity8.868.1728.896.279.9918.3711/06/2021
USD Aggressive Allocation4.774.6211.406.268.9311.7911/06/2021
Convertible Bond - Global, USD Hedged-0.82-0.536.766.227.038.4511/06/2021
Europe Large-Cap Blend Equity9.948.8622.646.219.6315.9011/06/2021
Global Large-Cap Value Equity12.656.5324.266.1310.1116.1011/06/2021
Property - Indirect Global15.2413.5018.356.106.7216.0411/06/2021
SEK Moderate Allocation2.784.1815.846.086.8510.1611/06/2021
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
CHF Aggressive Allocation1.686.488.836.066.2110.3511/06/2021
Target Date 2026 - 20303.194.1412.165.988.759.7311/06/2021
Sector Equity Financial Services13.295.8429.465.9512.3623.7811/06/2021
EUR Bond - Long Term-12.21-2.47-5.655.804.4013.1511/06/2021
GBP Moderately Adventurous Allocation5.854.9417.195.787.9812.0011/06/2021
Pacific ex-Japan Equity8.064.6522.135.7111.2916.8511/06/2021
GBP Inflation-Linked Bond-0.963.82-0.635.706.1710.7411/06/2021
EUR Aggressive Allocation - Global4.404.9814.635.698.8212.0411/06/2021
CHF Moderate Allocation0.665.897.535.575.808.6711/06/2021
Norway Equity15.256.5344.555.3913.6027.0911/06/2021
Global Bond - GBP Biased0.273.038.055.364.389.4311/06/2021
Greater China Allocation-0.67-1.1913.435.3010.4311.0411/06/2021
Global Corporate Bond - CHF Hedged-6.283.28-3.745.293.799.3311/06/2021
Italy Equity13.319.7034.525.2710.6720.8611/06/2021
Global Bond - ILS-5.660.97-2.265.246.748.2611/06/2021
GBP Corporate Bond-2.330.963.285.224.646.8611/06/2021
USD Moderate Allocation2.623.206.155.037.109.0911/06/2021
USD Corporate Bond-4.681.13-7.564.994.558.8611/06/2021
Islamic Global Equity7.454.0718.234.958.1013.5811/06/2021
Global Corporate Bond - GBP Hedged-0.851.574.034.933.246.1111/06/2021
Global Emerging Markets Corporate Bond-2.640.58-1.354.935.7910.9511/06/2021
Property - Indirect Europe8.9914.3920.014.926.8717.1411/06/2021
Eurozone Large-Cap Equity9.678.7322.574.9210.1117.7611/06/2021
Asia-Pacific ex-Japan Equity Income5.411.4820.734.8810.4414.4511/06/2021
GBP High Yield Bond3.102.3411.914.875.1510.4811/06/2021
Global Emerging Markets Allocation2.492.1614.924.828.3612.0011/06/2021
Convertible Bond - Global, EUR Hedged-2.290.4611.754.776.629.3911/06/2021
Global High Yield Bond - GBP Hedged3.472.6613.354.775.069.7511/06/2021
Korea Equity8.297.8143.274.729.3319.0311/06/2021
GBP Moderate Allocation4.644.0613.754.705.999.8111/06/2021
UK Mid-Cap Equity12.247.5937.284.659.4622.0211/06/2021
Global Corporate Bond - USD Hedged-4.010.56-6.364.644.928.6811/06/2021
GBP Flexible Allocation5.404.5615.574.495.8710.0611/06/2021
Global High Yield Bond - CHF Hedged-2.473.873.884.474.7610.1811/06/2021
Asia Allocation-0.430.348.284.377.4111.2211/06/2021
Japan Large-Cap Equity0.231.4513.314.3410.5514.2811/06/2021
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
Global Inflation-Linked Bond - GBP Hedged1.342.175.034.243.074.5111/06/2021
EUR Aggressive Allocation5.576.2213.684.238.0213.2311/06/2021
GBP Diversified Bond-2.750.670.514.213.685.7011/06/2021
Eurozone Mid-Cap Equity10.028.6728.324.1510.8819.3211/06/2021
Global Flexible Bond - GBP Hedged0.601.326.224.123.346.2811/06/2021
Asia Bond-3.37-0.09-5.014.084.468.5011/06/2021
Latin America Equity3.8214.1219.704.057.1029.8111/06/2021
Global High Yield Bond-0.451.381.584.046.199.4111/06/2021
Europe Equity Income9.907.4319.483.987.5716.9711/06/2021
Global Corporate Bond-3.870.74-4.753.944.487.8211/06/2021
NOK Moderate Allocation5.623.8717.633.895.9716.9211/06/2021
USD Flexible Allocation2.423.145.113.886.369.8411/06/2021
GBP Flexible Bond-0.260.854.673.873.806.4111/06/2021
USD High Yield Bond-0.321.190.773.866.088.8411/06/2021
Global Emerging Markets Bond-3.401.95-1.623.805.1011.2211/06/2021
USD Inflation-Linked Bond-1.880.83-5.223.793.198.5811/06/2021
Islamic Global Bond-3.151.39-4.523.724.7610.5011/06/2021
UK Flex-Cap Equity12.507.4630.883.688.4420.6911/06/2021
China Bond-0.601.142.643.625.806.7611/06/2021
SGD Bond-4.241.04-3.293.583.347.0111/06/2021
GBP Cautious Allocation0.932.125.653.534.015.5011/06/2021
Global Emerging Markets Corporate Bond - EUR Biased-3.991.523.283.524.9710.5611/06/2021
CHF Cautious Allocation-2.223.920.653.483.677.7411/06/2021
EUR Moderate Allocation - Global1.123.478.193.486.258.8511/06/2021
Global Bond - CHF Hedged-6.022.22-5.763.442.158.9311/06/2021
EUR Subordinated Bond-2.551.563.873.426.549.2311/06/2021
Global Flexible Bond - CHF Hedged-5.032.73-2.643.313.018.7611/06/2021
GBP Government Bond-5.530.02-6.513.312.506.9511/06/2021
USD Diversified Bond-4.390.15-9.263.303.278.4411/06/2021
GBP Moderately Cautious Allocation1.572.727.683.294.507.0711/06/2021
Global Inflation-Linked Bond - USD Hedged-1.851.13-5.413.274.419.0411/06/2021
Global Bond - GBP Hedged-1.150.711.933.191.944.1411/06/2021
USD Cautious Allocation-0.441.53-0.833.195.127.6111/06/2021
Germany Equity7.667.3020.953.079.8020.2811/06/2021
Target Date 2021 - 2025-0.452.345.343.045.357.1811/06/2021
Global Corporate Bond - EUR Hedged-5.341.46-1.423.034.017.5411/06/2021
Africa & Middle East Equity9.506.9521.363.017.1616.7211/06/2021
Europe Bond-4.840.46-0.772.953.956.5911/06/2021
EUR Flexible Allocation2.244.449.242.936.3611.2911/06/2021
EUR Flexible Allocation - Global1.723.648.702.927.2310.2711/06/2021
Global Flexible Bond - USD Hedged-2.680.23-5.012.904.328.4911/06/2021
SEK Cautious Allocation-0.752.767.842.893.558.4611/06/2021
Greater China High Yield Bond-3.38-0.30-2.672.866.048.9411/06/2021
EUR Moderate Allocation1.243.657.682.845.649.6911/06/2021
Global High Yield Bond - EUR Hedged-1.642.286.412.835.739.5411/06/2021
Europe Large-Cap Value Equity12.448.2425.942.757.9119.1911/06/2021
South Africa & Namibia Equity19.497.9443.492.747.7623.6711/06/2021
Long/Short Equity - Global3.062.868.062.735.0711.1611/06/2021
SEK Flexible High Yield Bond-1.472.459.712.723.5211.5611/06/2021
USD Flexible Bond-2.610.42-4.732.674.288.6411/06/2021
Global Bond - CHF Biased-4.741.32-3.562.642.588.8011/06/2021
Asia Bond - Local Currency-4.871.16-4.622.573.957.7911/06/2021
EUR High Yield Bond-1.561.815.722.535.579.0711/06/2021
Asia High Yield Bond-2.78-0.25-2.822.524.1910.1611/06/2021
GBP Corporate Bond - Short Term0.110.553.082.512.582.9311/06/2021
Global Bond - USD Biased-3.500.34-5.822.503.097.6811/06/2021
Emerging Europe ex-Russia Equity13.3012.9522.642.488.3621.5611/06/2021
RMB Bond - Onshore-0.031.560.452.403.557.0511/06/2021
Target Date 2016 - 2020-1.261.822.812.384.617.0511/06/2021
Global Emerging Markets Bond - EUR Biased-4.522.993.082.354.3012.0411/06/2021
Japan Flex-Cap Equity-2.140.559.542.3510.4116.1011/06/2021
Eurozone Flex-Cap Equity10.888.6023.842.339.1018.8411/06/2021
Global Bond - USD Hedged-3.90-0.39-8.382.293.088.5711/06/2021
Global Flexible Bond-2.500.66-2.502.163.977.7511/06/2021
UK Large-Cap Equity13.497.2724.412.107.1520.0211/06/2021
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
Global Inflation-Linked Bond-1.561.09-4.012.063.057.1011/06/2021
Property - Indirect Eurozone6.5115.457.931.986.8517.4907/06/2021
Global Inflation-Linked Bond - EUR Hedged-3.212.15-0.721.963.547.1911/06/2021
Austria Equity20.0612.7837.921.9412.1125.8211/06/2021
Commodities - Broad Basket15.229.9032.991.893.1014.7211/06/2021
CHF Bond-5.771.56-6.401.881.328.8111/06/2021
Global Bond-4.92-0.05-5.631.872.537.4411/06/2021
Japan Small/Mid-Cap Equity-0.971.1713.801.8310.6318.0011/06/2021
EUR Cautious Allocation - Global-1.822.032.411.694.036.7511/06/2021
Convertible Bond - Europe-2.212.457.061.695.327.7111/06/2021
USD Government Bond-5.10-0.54-11.901.662.0910.2211/06/2021
Systematic Trend EUR0.812.936.341.652.8212.3111/06/2021
EUR Corporate Bond-4.410.52-0.951.613.666.5711/06/2021
EUR Cautious Allocation-2.041.831.721.503.936.7311/06/2021
Target Date 2011 - 20155.91-0.226.111.445.276.8330/10/2020
Global Flexible Bond - EUR Hedged-3.991.130.121.443.637.5811/06/2021
Property - Indirect Asia6.086.816.671.436.9316.7111/06/2021
UK Equity Income13.128.1425.521.405.8019.0511/06/2021
NOK Cautious Allocation2.402.2210.201.354.1413.7511/06/2021
SEK Corporate Bond-4.131.132.681.321.538.6311/06/2021
HKD Bond-2.85-0.50-8.481.232.118.2511/06/2021
Global Emerging Markets Bond - Local Currency-4.671.92-4.641.203.6410.7411/06/2021
Hong Kong Equity4.54-0.7117.431.1011.2314.8111/06/2021
EUR Inflation-Linked Bond-2.511.561.561.103.176.8711/06/2021
NOK High Yield Bond6.152.5817.661.096.3117.6311/06/2021
Emerging Europe Bond-4.710.66-4.451.082.878.5911/06/2021
EUR Government Bond-6.34-0.51-3.951.062.537.0011/06/2021
Global Frontier Markets Equity10.839.0430.761.017.3718.6911/06/2021
Global Bond - EUR Hedged-5.610.53-3.290.992.496.8611/06/2021
EUR Flexible Bond-3.740.70-0.790.973.206.9111/06/2021
EUR Diversified Bond-5.340.01-2.870.912.796.4711/06/2021
GBP Diversified Bond - Short Term-0.040.150.370.720.511.1211/06/2021
Long/Short Equity - Europe-1.821.963.970.692.829.6711/06/2021
Global Bond - NOK Hedged-1.590.703.910.662.3211.5611/06/2021
Global Bond - EUR Biased-4.970.26-5.050.652.486.4211/06/2021
USD Diversified Bond - Short Term-2.95-0.78-8.710.592.097.8811/06/2021
CHF Money Market-5.141.64-7.150.470.857.5011/06/2021
SEK Diversified Bond-5.360.81-0.500.400.808.1011/06/2021
GBP Money Market - Short Term-0.12-0.03-0.100.370.300.1611/06/2021
GBP Money Market-0.07-0.03-0.070.340.260.1211/06/2021
CHF Bond - Short Term-5.251.60-7.130.340.647.5611/06/2021
ASEAN Equity3.980.5214.630.306.3317.8511/06/2021
EUR Corporate Bond - Short Term-3.760.46-2.14-0.032.485.5411/06/2021
Singapore Equity8.242.9713.36-0.116.7217.9311/06/2021
DKK Bond-7.18-1.34-5.90-0.122.826.4511/06/2021
SEK Bond - Short Term-4.440.780.04-0.320.207.8811/06/2021
SEK Ultra Short-Term Bond-4.350.75-0.13-0.330.177.8111/06/2021
Spain Equity6.787.9920.69-0.347.3721.8511/06/2021
Equity Market Neutral EUR-2.481.79-1.43-0.382.438.7411/06/2021
Macro Trading EUR-2.461.312.37-0.482.578.9811/06/2021
NOK Bond-0.700.442.82-0.532.0310.5311/06/2021
USD Money Market-3.28-1.13-10.49-0.561.327.9511/06/2021
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
USD Money Market - Short Term-3.21-1.09-10.43-0.581.358.0111/06/2021
DKK Domestic Bond-6.86-1.26-5.76-0.632.476.0911/06/2021
EUR Diversified Bond - Short Term-4.290.15-3.71-0.661.755.5611/06/2021
Property - Direct Europe-4.16-0.18-4.63-0.751.727.6011/06/2021
EUR Ultra Short-Term Bond-4.250.12-4.33-1.021.545.4711/06/2021
NOK Bond - Short Term-0.060.244.13-1.032.0210.6011/06/2021
France Small/Mid-Cap Equity20.679.5761.07-1.155.3520.7711/06/2021
EUR Government Bond - Short Term-4.59-0.04-4.90-1.161.176.2511/06/2021
EUR Money Market-4.420.03-4.93-1.241.385.5411/06/2021
JPY Bond-7.43-1.29-12.51-1.29-0.4310.1211/06/2021
EUR Money Market - Short Term-4.50-0.02-5.33-1.461.185.6011/06/2021
Property - Direct Global-1.683.72-1.16-1.580.758.8611/06/2021
Multistrategy EUR-0.522.611.11-1.641.727.7211/06/2021
Property - Direct UK0.580.36-0.76-1.820.072.8811/06/2021
Thailand Equity5.26-0.991.88-2.766.2623.1311/06/2021
Africa Equity1.721.396.63-5.951.0216.7411/06/2021
Sector Equity Energy27.116.4726.67-6.421.0629.9111/06/2021
Indonesia Equity-6.57-1.549.07-6.89-1.2025.9311/06/2021
Turkey Equity-15.22-15.65-6.27-8.50-6.2438.2511/06/2021
Poland Equity16.1415.1030.38-11.701.2223.2511/06/2021
Property - Direct Other-12.92-9.66-22.22-11.86-32.3317.9811/06/2021
Commodities - Energy35.853.9246.08-12.41-4.1545.7107/06/2021
Commodities - Broad Agriculture-14.22-7.07-20.59-13.05-7.4413.8215/06/2020
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 Metals25.849.9075.77---07/06/2021
Convertible Bond - Other-------
Currency-------
Equity Market Neutral Other-------
Equity Market Neutral USD-------
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 GBP-------
Macro Trading Other-------
Macro Trading USD-------
Money Market - Other-------
Multistrategy GBP-------
Multistrategy Other-------
Multistrategy USD-------
Options Trading-------
Other-------
Other Allocation-------
Other Bond-------
Other Equity-------
Property - Indirect Other-------
Relative Value Arbitrage-------
Systematic Trend Other-------
Systematic Trend USD-------
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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement