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 Allocation0.755.0534.6032.3955.968.2226/02/2024
Turkey Equity21.1712.5922.3730.6617.2535.7726/02/2024
Sector Equity Energy0.210.994.6921.056.4121.6826/02/2024
Greece Equity6.487.5824.7620.4716.2217.3226/02/2024
Emerging Europe ex-Russia Equity9.4613.4735.5519.1411.5115.4526/02/2024
Commodities - Energy6.261.49-4.6816.23-0.2227.3026/02/2024
India Equity4.6211.2924.8514.6013.4313.7126/02/2024
US Large-Cap Blend Equity7.0111.3320.1113.2613.7112.9526/02/2024
Global Frontier Markets Equity8.9912.2319.4013.198.5312.6226/02/2024
Commodities - Industrial & Broad Metals-5.82-4.2118.9513.19-28.9322/02/2024
US Equity Income3.568.048.2012.7111.3411.0326/02/2024
Sector Equity Private Equity4.8114.9323.8312.5514.4220.1526/02/2024
France Equity3.797.206.8512.3810.4713.8323/02/2024
Italy Equity3.828.6212.5812.1710.5715.2826/02/2024
Poland Equity5.9712.7448.8211.970.6928.0923/02/2024
Africa & Middle East Equity2.746.127.8011.656.7613.9526/02/2024
US Large-Cap Value Equity3.468.495.1011.309.6311.9626/02/2024
Systematic Trend USD4.963.21-1.6510.977.5416.8426/02/2024
Latin America Equity-4.092.7013.2410.512.1222.4826/02/2024
Equity Market Neutral USD4.613.664.4110.345.9410.2026/02/2024
Multistrategy USD3.041.85-0.369.884.689.8726/02/2024
Global Equity Income3.026.896.879.538.629.7926/02/2024
Singapore Equity-3.251.73-4.469.484.1612.1526/02/2024
Canada Equity0.666.744.239.448.5512.9426/02/2024
Global Large-Cap Value Equity2.196.725.909.388.0710.9426/02/2024
Taiwan Large-Cap Equity3.2610.1821.699.1016.0720.9826/02/2024
Sector Equity Industrial Materials0.046.884.999.0510.5416.6026/02/2024
US Large-Cap Growth Equity8.4413.6529.118.8014.4417.2326/02/2024
Global Large-Cap Blend Equity4.879.0413.038.419.5211.3526/02/2024
Europe Large-Cap Value Equity0.144.213.518.345.9813.0426/02/2024
Spain Equity3.939.7521.158.195.5313.4126/02/2024
Switzerland Equity-0.645.724.728.089.8412.3626/02/2024
Europe Equity Income0.304.395.527.905.8811.7626/02/2024
Europe ex-UK Equity2.957.888.197.819.1614.0426/02/2024
Europe Large-Cap Blend Equity2.697.046.897.807.5512.4226/02/2024
US Mid-Cap Equity2.6810.324.237.739.4515.6526/02/2024
Global Bond - ILS0.552.010.637.555.168.5926/02/2024
Brazil Equity-5.560.4616.977.15-0.5126.7226/02/2024
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
Eurozone Large-Cap Equity3.367.287.827.107.2913.6826/02/2024
Netherlands Equity2.017.695.066.9511.7815.2726/02/2024
Sector Equity Natural Resources-7.26-2.58-8.756.907.5319.2526/02/2024
Vietnam Equity5.537.598.716.8810.9021.0726/02/2024
UK Large-Cap Equity-0.344.041.246.844.6411.4826/02/2024
Sector Equity Financial Services3.4710.729.676.777.5417.5326/02/2024
USD Aggressive Allocation3.337.155.936.256.429.0026/02/2024
UK Equity Income-1.373.35-0.266.123.9112.6526/02/2024
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
Sector Equity Communications6.229.6821.976.057.7614.5626/02/2024
Islamic Global Equity3.737.4811.065.965.4410.8626/02/2024
Macro Trading USD1.832.73-1.305.834.3810.2326/02/2024
USD Money Market1.310.78-1.135.652.678.2226/02/2024
Australia & New Zealand Equity-2.497.57-1.815.658.0117.7426/02/2024
Target Date 2046+3.938.2810.345.617.8910.2626/02/2024
USD Money Market - Short Term1.170.70-1.415.542.598.3326/02/2024
Europe Large-Cap Growth Equity5.1110.4610.245.449.9915.3926/02/2024
Sector Equity Utilities-5.02-3.02-8.465.394.3114.3426/02/2024
Target Date 2036 - 20403.607.899.875.217.169.3526/02/2024
Property - Indirect North America-3.946.01-3.935.141.9818.7726/02/2024
Global Large-Cap Growth Equity6.0010.5815.865.1010.5114.5626/02/2024
CHF Aggressive Allocation-1.105.355.805.025.9610.2026/02/2024
Long/Short Equity - Global3.414.043.585.005.5611.0826/02/2024
Multistrategy GBP1.752.434.494.962.886.2526/02/2024
Target Date 2041 - 20453.727.919.964.917.049.9226/02/2024
Sector Equity Water3.1810.436.494.539.5815.5426/02/2024
USD Flexible Allocation1.374.570.324.504.418.2126/02/2024
USD High Yield Bond0.774.033.384.484.116.5926/02/2024
USD Moderate Allocation1.665.323.294.454.607.1826/02/2024
Eurozone Flex-Cap Equity0.863.791.994.444.8914.3426/02/2024
CHF Moderate Allocation-2.533.915.684.415.568.1526/02/2024
CHF Money Market-3.71-0.031.844.393.246.3226/02/2024
Nordic Equity2.249.535.234.379.9716.4926/02/2024
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
Global Emerging Markets Small/Mid-Cap Equity1.616.8610.194.317.4413.4926/02/2024
Japan Large-Cap Equity6.2310.1915.564.317.0111.7426/02/2024
Global Flex-Cap Equity2.518.826.824.247.8013.6426/02/2024
GBP Allocation 80%+ Equity2.356.617.174.225.939.7426/02/2024
Commodities - Broad Basket-3.33-4.44-8.934.123.9715.0926/02/2024
NOK High Yield Bond-1.134.122.634.082.7210.5326/02/2024
Global High Yield Bond1.094.424.073.893.766.7726/02/2024
USD Corporate Bond - Short Term0.911.60-0.693.822.467.1826/02/2024
Equity Market Neutral EUR2.092.224.523.793.227.2026/02/2024
Sector Equity Technology4.7811.9325.123.6716.8821.4626/02/2024
US Flex-Cap Equity4.4811.7413.923.659.5016.2926/02/2024
USD Cautious Allocation0.693.610.373.623.556.2426/02/2024
Norway Equity-2.973.19-0.433.604.8119.3826/02/2024
Islamic Global Bond-0.351.16-3.243.583.307.0226/02/2024
Austria Equity-2.273.21-4.253.573.5815.5326/02/2024
Europe Flex-Cap Equity1.426.883.423.575.9514.5926/02/2024
USD Diversified Bond - Short Term0.651.27-1.363.512.197.3926/02/2024
US Small-Cap Equity2.0312.294.303.439.1817.5226/02/2024
South Africa & Namibia Equity-7.27-3.73-10.433.372.1618.4526/02/2024
Target Date 2031 - 20352.046.137.483.275.418.5326/02/2024
CHF Bond - Short Term-3.920.111.253.242.456.3026/02/2024
SEK Aggressive Allocation2.778.929.513.247.0612.7426/02/2024
GBP Allocation 60-80% Equity1.485.615.923.224.748.8226/02/2024
EUR Aggressive Allocation - Global2.516.567.063.125.479.7426/02/2024
Sector Equity Infrastructure-2.971.57-6.383.103.4712.2026/02/2024
Global Flexible Bond - USD Hedged0.403.370.243.013.087.1126/02/2024
Switzerland Small/Mid-Cap Equity-1.485.07-1.062.967.8914.8226/02/2024
Global High Yield Bond - CHF Hedged-3.633.406.292.874.387.9726/02/2024
Eurozone Small-Cap Equity-1.094.931.202.827.3915.5526/02/2024
ASEAN Equity0.033.43-7.142.771.9111.4926/02/2024
EUR Aggressive Allocation1.154.944.182.773.9710.1726/02/2024
RMB Bond - Onshore0.380.85-4.982.762.317.1326/02/2024
UK Flex-Cap Equity-0.494.940.652.753.6614.1726/02/2024
CHF Cautious Allocation-3.862.812.922.693.736.9526/02/2024
USD Flexible Bond0.002.60-0.142.472.696.7726/02/2024
Sweden Equity-0.1510.426.242.419.2320.8926/02/2024
Indonesia Equity1.353.72-5.212.37-3.7614.6526/02/2024
Multistrategy EUR0.740.840.012.331.356.7826/02/2024
Sector Equity Healthcare3.368.45-0.322.317.9413.6626/02/2024
Asia ex-Japan Small/Mid-Cap Equity1.865.222.572.266.6713.7426/02/2024
GBP Money Market0.821.364.952.201.480.6826/02/2024
Germany Equity1.145.754.112.204.5915.2226/02/2024
HKD Bond-0.061.42-1.852.181.866.8826/02/2024
Pacific ex-Japan Equity-2.394.79-5.362.163.4614.1726/02/2024
CHF Bond-4.581.145.342.162.237.1426/02/2024
USD Inflation-Linked Bond-0.401.42-3.632.102.917.6626/02/2024
Property - Indirect Switzerland0.993.178.751.966.709.7420/09/2023
Systematic Trend EUR2.643.47-0.411.942.5212.1926/02/2024
Macro Trading GBP0.923.023.661.852.626.2526/02/2024
GBP Money Market - Short Term0.521.184.371.841.260.7026/02/2024
Global Inflation-Linked Bond-1.630.82-2.541.802.966.5826/02/2024
Sector Equity Ecology0.487.44-0.731.798.6715.8226/02/2024
Global Bond - USD Hedged-0.442.33-1.391.601.496.8626/02/2024
Global Emerging Markets Bond - Local Currency-1.631.273.621.581.087.1426/02/2024
GBP Allocation 40-60% Equity0.514.645.161.492.967.8826/02/2024
GBP Diversified Bond - Short Term0.711.434.681.391.031.2726/02/2024
Target Date 2026 - 20300.494.375.581.374.077.3426/02/2024
Property - Direct Other-1.15-2.58-7.581.30-1.395.8226/02/2024
EUR Flexible Allocation0.594.023.661.193.138.5726/02/2024
EUR Flexible Allocation - Global1.204.554.051.163.088.4426/02/2024
Global Corporate Bond - USD Hedged-0.413.450.331.112.636.5626/02/2024
Property - Indirect Global-4.535.07-4.981.110.8515.7226/02/2024
Global Inflation-Linked Bond - USD Hedged-1.271.05-4.211.091.777.6226/02/2024
Europe ex-UK Small/Mid-Cap Equity-0.197.14-0.091.047.8516.8326/02/2024
Global High Yield Bond - GBP Hedged1.025.109.951.022.807.2826/02/2024
SGD Bond-1.071.21-1.531.011.967.0426/02/2024
China Bond0.651.48-5.091.011.417.6126/02/2024
Asia-Pacific ex-Japan Equity Income0.194.42-0.561.003.3713.0226/02/2024
Global Emerging Markets Bond0.474.644.000.911.628.4826/02/2024
EUR Moderate Allocation0.213.633.380.882.497.5326/02/2024
Global Emerging Markets Corporate Bond1.614.671.300.872.608.3526/02/2024
Global Flexible Bond-0.622.39-0.230.871.476.5826/02/2024
Eurozone Mid-Cap Equity-0.815.65-0.370.834.0015.5126/02/2024
GBP High Yield Bond1.325.559.890.812.807.9026/02/2024
EUR Moderate Allocation - Global0.714.504.670.712.847.4126/02/2024
Target Date 2016 - 2020-0.272.943.180.622.067.1326/02/2024
EUR Money Market-0.67-0.340.440.600.464.7826/02/2024
Long/Short Equity - Europe0.522.59-0.010.592.827.6426/02/2024
EUR Money Market - Short Term-0.73-0.400.290.570.384.7926/02/2024
Global Small/Mid-Cap Equity0.838.581.920.536.0115.5026/02/2024
Japan Flex-Cap Equity1.976.997.780.523.9312.8326/02/2024
Global Flexible Bond - CHF Hedged-4.982.381.910.472.608.2626/02/2024
NOK Moderate Allocation-0.875.672.670.282.1211.2826/02/2024
EUR Ultra Short-Term Bond-0.78-0.200.390.240.364.6226/02/2024
Asia Bond - Local Currency-2.010.89-4.660.231.076.8426/02/2024
EUR High Yield Bond0.013.495.510.212.146.7926/02/2024
GBP Corporate Bond - Short Term0.012.856.010.151.284.6226/02/2024
USD Diversified Bond-1.012.55-2.780.071.336.6126/02/2024
EUR Inflation-Linked Bond-3.40-0.43-1.88-0.081.276.2826/02/2024
USD Corporate Bond-1.013.37-0.54-0.082.227.9726/02/2024
GBP Allocation 20-40% Equity-0.143.854.11-0.101.606.4926/02/2024
GBP Allocation 0-20% Equity-0.473.725.05-0.151.426.3526/02/2024
Target Date 2021 - 2025-0.762.671.84-0.182.206.1026/02/2024
SEK Flexible Allocation0.636.423.02-0.233.8712.7726/02/2024
EUR Corporate Bond - Short Term-1.030.661.32-0.310.494.5426/02/2024
Asia Bond0.883.40-1.80-0.341.218.4326/02/2024
SEK Moderate Allocation0.697.055.55-0.403.4011.0326/02/2024
Property - Direct UK-1.06-1.30-1.22-0.43-1.196.3026/02/2024
GBP Flexible Bond-0.204.236.25-0.471.436.3026/02/2024
Global Corporate Bond-0.813.191.19-0.591.646.3126/02/2024
Global Bond - CHF Hedged-5.291.421.31-0.591.068.2026/02/2024
EUR Diversified Bond - Short Term-1.270.180.57-0.740.034.6126/02/2024
Convertible Bond - Global, USD Hedged0.553.68-1.11-0.783.487.4826/02/2024
Global High Yield Bond - EUR Hedged-0.503.374.86-0.801.297.2226/02/2024
Global Corporate Bond - CHF Hedged-5.382.432.69-0.842.459.5126/02/2024
EUR Cautious Allocation - Global-0.692.762.34-0.861.045.8126/02/2024
Global Flexible Bond - GBP Hedged-0.303.915.54-0.931.376.1226/02/2024
Global Bond - USD Biased-2.371.75-2.56-0.931.126.3926/02/2024
EUR Cautious Allocation-0.522.612.28-0.940.835.5826/02/2024
Finland Equity-3.242.18-9.42-0.955.5814.9526/02/2024
USD Government Bond-1.462.21-4.36-1.030.278.1626/02/2024
EUR Flexible Bond-1.211.551.93-1.130.486.0326/02/2024
NOK Cautious Allocation-2.054.62-0.53-1.210.1610.2726/02/2024
Global Inflation-Linked Bond - GBP Hedged-1.871.571.68-1.221.027.3826/02/2024
NOK Bond - Short Term-2.223.06-1.55-1.25-0.929.7026/02/2024
Japan Small/Mid-Cap Equity0.215.862.02-1.302.6613.4426/02/2024
Sector Equity Agriculture-2.061.71-12.77-1.342.8214.1726/02/2024
Property - Direct Global-1.71-2.97-5.04-1.34-1.266.6626/02/2024
Europe Mid-Cap Equity-0.855.72-0.35-1.395.0116.1226/02/2024
EUR Subordinated Bond-0.153.803.58-1.421.647.7226/02/2024
Macro Trading EUR-1.041.68-1.44-1.551.188.4726/02/2024
EUR Government Bond - Short Term-1.76-0.360.13-1.63-0.935.2626/02/2024
Sector Equity Consumer Goods & Services3.306.493.85-1.653.7515.8726/02/2024
Asia-Pacific Equity1.825.681.53-1.674.0512.4926/02/2024
Property - Direct Europe-2.20-3.08-5.78-2.01-1.257.9326/02/2024
Commodities - Precious Metals-4.80-1.56-6.10-2.055.7816.7626/02/2024
SEK Flexible High Yield Bond0.045.453.12-2.071.019.6226/02/2024
Europe Small-Cap Equity-1.285.54-1.60-2.115.4917.2826/02/2024
SEK Ultra Short-Term Bond-1.072.160.09-2.12-0.197.1426/02/2024
SEK Cautious Allocation-0.505.082.72-2.211.238.9226/02/2024
Global Bond - GBP Hedged-0.972.693.86-2.23-0.095.4626/02/2024
Global Bond-1.991.72-2.41-2.43-0.546.0726/02/2024
Global Bond - GBP Biased-0.824.398.04-2.490.798.9626/02/2024
Global Corporate Bond - GBP Hedged-0.863.845.94-2.510.817.2326/02/2024
Convertible Bond - Global-0.063.62-2.58-2.574.007.9626/02/2024
UK Mid-Cap Equity-1.365.26-1.11-2.731.8917.5826/02/2024
Global Flexible Bond - EUR Hedged-1.662.001.01-2.73-0.066.7626/02/2024
Global Emerging Markets Allocation1.134.182.01-2.741.4810.0226/02/2024
SEK Bond - Short Term-1.492.380.37-2.78-0.547.2426/02/2024
Asia-Pacific ex-Japan Equity0.183.90-2.76-2.864.3914.0426/02/2024
Convertible Bond - Global, CHF Hedged-4.532.430.32-2.913.679.8226/02/2024
Global Bond - EUR Biased-2.351.490.46-2.93-0.915.5826/02/2024
EUR Corporate Bond-1.752.002.78-2.96-0.365.9926/02/2024
NOK Bond-3.752.43-3.22-3.26-1.919.8026/02/2024
DKK Domestic Bond-1.591.531.50-3.31-1.795.7726/02/2024
Sector Equity Biotechnology2.8818.864.73-3.326.0820.1726/02/2024
Convertible Bond - Europe-1.601.24-1.01-3.350.187.5226/02/2024
Global Emerging Markets Equity1.084.182.90-3.402.9713.5326/02/2024
Global Inflation-Linked Bond - EUR Hedged-3.46-0.30-3.40-3.65-0.756.8026/02/2024
Property - Indirect Asia-5.081.77-10.54-3.67-3.0012.3826/02/2024
DKK Bond-1.881.530.94-3.74-1.806.2526/02/2024
GBP Corporate Bond-1.174.865.88-3.77-0.0410.3726/02/2024
EUR Diversified Bond-2.291.491.20-3.79-1.205.7326/02/2024
UK Small-Cap Equity-0.905.32-3.57-3.803.4416.2226/02/2024
Africa Equity-6.32-4.67-10.61-3.82-4.6813.4926/02/2024
SEK Corporate Bond-1.433.771.80-3.87-0.508.6226/02/2024
GBP Diversified Bond-1.433.743.80-3.96-0.768.5726/02/2024
Nordic Small/Mid-Cap Equity-0.1311.27-1.44-4.019.3621.2826/02/2024
Global Emerging Markets Bond - EUR Biased-1.253.554.81-4.10-1.0510.8726/02/2024
Asia Allocation0.933.62-3.79-4.200.3910.4426/02/2024
Thailand Equity-4.63-1.21-19.89-4.21-5.5516.0026/02/2024
Global Bond - EUR Hedged-2.511.19-0.28-4.22-1.736.4426/02/2024
Global Corporate Bond - EUR Hedged-2.292.151.38-4.24-0.327.5926/02/2024
Global Emerging Markets Corporate Bond - EUR Biased-0.403.202.14-4.25-0.179.0126/02/2024
Emerging Europe Bond-0.871.914.61-4.39-1.609.7226/02/2024
Europe Bond-2.321.730.53-4.53-1.185.5026/02/2024
EUR Government Bond-3.071.180.57-5.03-1.896.2226/02/2024
Property - Indirect Europe-8.911.05-2.17-5.17-2.2422.1126/02/2024
Convertible Bond - Global, GBP Hedged-0.084.384.22-5.242.069.4826/02/2024
SEK Diversified Bond-3.152.920.74-5.27-1.888.2726/02/2024
Korea Equity-2.295.013.19-5.503.0522.2426/02/2024
Global Bond - NOK Hedged-4.003.79-3.58-5.68-3.1711.3926/02/2024
France Small/Mid-Cap Equity-4.9011.03-14.34-5.923.1015.3430/01/2024
Sector Equity Precious Metals-15.20-9.17-12.30-6.292.8326.3026/02/2024
Convertible Bond - Global, EUR Hedged-1.892.33-1.06-6.480.538.7726/02/2024
Asia High Yield Bond4.525.98-5.46-6.96-2.9815.4626/02/2024
Asia ex-Japan Equity1.063.03-4.67-7.272.6415.4326/02/2024
Germany Small/Mid-Cap Equity-4.50-0.20-10.98-7.303.1016.4526/02/2024
GBP Government Bond-3.222.65-0.09-7.80-4.0810.6826/02/2024
Property - Indirect Eurozone-1.338.91-2.34-8.44-7.0620.9320/09/2023
Sector Equity Alternative Energy-10.09-1.44-24.73-8.4710.6723.8426/02/2024
BRIC Equity-0.150.51-4.27-8.90-1.9616.8526/02/2024
GBP Inflation-Linked Bond-5.210.84-3.28-8.96-4.2416.9526/02/2024
Greater China High Yield Bond4.104.62-13.36-9.07-4.6217.9526/02/2024
JPY Bond-6.04-0.86-15.73-10.44-7.259.0326/02/2024
Hong Kong Equity-2.55-6.14-20.09-11.02-4.9922.2426/02/2024
Greater China Allocation-0.12-1.78-15.63-12.37-4.5814.4526/02/2024
EUR Bond - Long Term-5.204.270.44-12.45-4.5217.3726/02/2024
China Equity - A Shares-2.00-5.42-24.74-13.83-0.0419.6926/02/2024
Greater China Equity0.22-2.27-14.25-14.27-0.7222.3426/02/2024
Russia Equity-57.0328.11-52.14-16.64-5.0844.6130/05/2022
China Equity-2.32-7.20-24.01-18.53-4.6124.8926/02/2024
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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