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
Commodities - Industrial & Broad Metals-10.1110.62-4.7626.83-27.0828/11/2024
Emerging Europe ex-Russia Equity18.053.9420.1415.4312.1114.8813/12/2024
Singapore Equity22.057.8827.1714.038.9311.8713/12/2024
Sector Equity Energy6.754.269.2213.947.8120.4813/12/2024
India Equity19.852.0421.2011.0414.6412.9013/12/2024
Spain Equity13.84-1.3818.6711.025.9613.5613/12/2024
US Large-Cap Blend Equity26.4311.6527.5810.1214.9513.9213/12/2024
US Equity Income19.888.5621.359.7711.9010.9913/12/2024
Sector Equity Private Equity29.5811.1035.729.6315.2116.5813/12/2024
US Large-Cap Value Equity16.908.2718.738.7210.9612.1713/12/2024
Equity Market Neutral USD11.815.859.398.597.9310.1613/12/2024
Systematic Trend USD7.464.824.298.506.2317.7213/12/2024
South Africa & Namibia Equity22.6410.9735.848.268.2218.3413/12/2024
US Large-Cap Growth Equity31.1216.1532.677.9816.2517.3313/12/2024
Sector Equity Financial Services25.1712.3029.147.979.3717.2213/12/2024
US Flex-Cap Equity21.4511.4822.907.8012.0816.8813/12/2024
Global/US Loan8.636.307.677.695.247.7613/12/2024
Canada Equity14.007.5914.627.379.4512.8613/12/2024
Italy Equity11.086.4513.907.2910.5314.9713/12/2024
Global Large-Cap Value Equity12.244.8214.477.238.5210.7613/12/2024
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
US Mid-Cap Equity15.6611.6119.167.0110.5416.5813/12/2024
Global Frontier Markets Equity22.756.0024.326.9911.0312.5413/12/2024
Global Equity Income12.733.7314.126.658.789.4013/12/2024
Commodities - Precious Metals18.614.7623.716.377.5616.4113/12/2024
Sector Equity Industrial Materials9.134.0413.146.349.4216.7313/12/2024
Equity Market Neutral GBP9.891.719.626.265.945.0813/12/2024
Global Large-Cap Blend Equity17.227.2619.066.159.8611.3313/12/2024
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
Europe Large-Cap Value Equity4.91-0.686.956.046.0713.0213/12/2024
Taiwan Large-Cap Equity16.047.2319.575.9615.1320.8113/12/2024
UK Large-Cap Equity10.411.1813.355.774.8211.5213/12/2024
Sector Equity Communications21.9610.5323.315.698.4514.2013/12/2024
USD Ultra Short-Term Bond6.525.435.045.513.668.0713/12/2024
UK Equity Income10.150.0113.645.414.2912.7813/12/2024
Global Diversified Bond - ILS Hedged3.863.754.025.315.148.0012/12/2024
Europe Equity Income5.66-1.177.355.315.8811.6213/12/2024
USD Money Market5.955.464.355.243.368.1313/12/2024
USD Money Market - Short Term5.685.404.125.223.338.2513/12/2024
Sector Equity Utilities14.201.2112.615.215.9113.1713/12/2024
Sector Equity Technology24.0416.3227.965.2017.0122.7013/12/2024
USD Aggressive Allocation15.007.9216.315.177.808.9113/12/2024
Macro Trading USD6.996.306.084.974.6210.2313/12/2024
US Small-Cap Equity18.2614.5924.364.8711.3419.0613/12/2024
Sector Equity Precious Metals21.282.8029.114.726.9827.8313/12/2024
Target Date 2046+16.496.7318.494.697.7410.0513/12/2024
Africa & Middle East Equity8.008.6410.834.546.9714.0813/12/2024
Target Date 2041 - 204514.805.9316.674.426.939.8013/12/2024
Islamic Global Equity13.347.4615.954.415.5411.1513/12/2024
Commodities - Energy-1.368.74-1.214.40-1.8824.0710/12/2024
Pacific ex-Japan Equity10.174.9216.504.405.4514.2613/12/2024
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
Target Date 2036 - 204014.625.8116.754.257.639.1913/12/2024
Global High Yield Bond9.376.659.954.254.506.3713/12/2024
USD Corporate Bond - Short Term6.514.895.354.233.286.9513/12/2024
Equity Market Neutral EUR4.63-0.134.684.205.336.8613/12/2024
Australia & New Zealand Equity6.042.0613.244.137.8917.8413/12/2024
Sector Equity Natural Resources1.414.717.403.979.4820.0013/12/2024
USD High Yield Bond8.655.669.303.954.496.1013/12/2024
ASEAN Equity12.702.4717.863.864.1210.9213/12/2024
Asia-Pacific ex-Japan Equity Income11.285.1816.003.854.8513.1513/12/2024
NOK High Yield Bond1.341.328.083.725.2110.0613/12/2024
Latin America Equity-21.53-6.76-17.013.72-2.6421.2713/12/2024
GBP Money Market4.971.185.233.602.180.6213/12/2024
GBP Allocation 80%+ Equity12.685.0315.663.566.619.5713/12/2024
Multistrategy USD5.824.164.353.424.669.7713/12/2024
CHF Money Market-3.69-0.92-1.423.403.175.8413/12/2024
Target Date 2031 - 203510.524.2012.523.395.438.3213/12/2024
USD Diversified Bond - Short Term5.404.374.393.382.857.0213/12/2024
Long/Short Equity - Global8.464.728.213.355.3810.7113/12/2024
Europe Large-Cap Blend Equity5.83-0.997.493.356.3512.1413/12/2024
Macro Trading GBP6.932.377.733.313.576.5713/12/2024
USD Moderate Allocation10.875.9611.883.305.266.9713/12/2024
CHF Aggressive Allocation3.111.296.313.236.579.7113/12/2024
GBP Money Market - Short Term4.381.024.743.171.940.6813/12/2024
France Equity-2.22-0.765.423.116.2114.4607/11/2024
Japan Large-Cap Equity10.193.1312.703.065.5611.5413/12/2024
Global Large-Cap Growth Equity17.158.3819.332.9610.2714.4613/12/2024
USD Flexible Allocation9.196.049.942.955.258.1513/12/2024
Global Flexible Bond - USD Hedged6.674.616.722.883.156.5213/12/2024
Global Flex-Cap Equity11.276.1914.682.888.2413.8413/12/2024
Global High Yield Bond - GBP Hedged9.112.1211.382.843.537.4013/12/2024
HKD Bond5.074.154.352.822.486.2613/12/2024
USD Government Bond - Short Term4.283.003.822.732.026.9912/12/2024
USD Cautious Allocation7.864.868.212.733.985.9113/12/2024
GBP Allocation 60-80% Equity10.553.5513.292.645.248.7613/12/2024
CHF Bond - Short Term-2.94-0.42-0.682.632.645.7813/12/2024
Europe ex-UK Equity3.45-1.235.892.607.0913.8613/12/2024
UK Flex-Cap Equity10.401.5914.322.553.5913.9813/12/2024
EUR Aggressive Allocation - Global11.445.1613.582.536.109.4813/12/2024
Eurozone Large-Cap Equity3.820.134.872.355.3813.6313/12/2024
Norway Equity7.003.4815.512.347.8619.0113/12/2024
GBP High Yield Bond8.742.4711.272.343.027.8613/12/2024
GBP Diversified Bond - Short Term4.851.335.222.251.331.3013/12/2024
CHF Bond-0.590.591.652.142.526.5013/12/2024
Global Inflation-Linked Bond2.612.702.712.103.285.5113/12/2024
Global High Yield Bond - CHF Hedged-0.62-0.113.532.053.967.7513/12/2024
Global Emerging Markets Bond - Local Currency-0.660.371.202.040.376.2613/12/2024
CHF Moderate Allocation1.660.835.582.025.367.6913/12/2024
Property - Indirect Switzerland0.993.178.751.966.709.3720/09/2023
Japan Flex-Cap Equity7.351.809.731.963.3511.6713/12/2024
USD Flexible Bond5.313.615.341.932.596.2113/12/2024
Islamic Global Bond2.051.982.391.873.066.5713/12/2024
Brazil Equity-26.06-12.30-22.301.85-5.4624.3913/12/2024
Global Emerging Markets Bond8.144.309.471.761.888.0313/12/2024
EUR Government Bond - Short Term-1.98-0.22-0.751.740.015.6313/12/2024
Global Emerging Markets Corporate Bond9.285.159.651.732.537.5713/12/2024
Multistrategy GBP4.670.375.751.722.896.1113/12/2024
Germany Equity7.574.708.631.644.1314.9613/12/2024
Global Diversified Bond - USD Hedged5.083.984.971.622.135.9013/12/2024
GBP Corporate Bond - Short Term4.750.666.391.611.654.7213/12/2024
SEK Aggressive Allocation11.573.9214.791.597.2912.6813/12/2024
Switzerland Equity1.93-3.404.281.437.8611.8013/12/2024
EUR Money Market-0.54-0.510.201.381.054.2913/12/2024
Netherlands Equity-0.10-1.672.431.338.5415.1113/12/2024
EUR Money Market - Short Term-0.83-0.64-0.081.310.984.3213/12/2024
GBP Allocation 40-60% Equity7.922.0410.511.293.357.9913/12/2024
EUR Flexible Allocation - Global7.333.619.251.283.848.2613/12/2024
EUR Ultra Short-Term Bond-0.37-0.400.501.181.074.1713/12/2024
EUR High Yield Bond3.311.225.461.162.106.4813/12/2024
EUR Aggressive Allocation7.113.549.141.124.6910.1613/12/2024
GBP Flexible Allocation7.802.0210.441.093.308.0613/12/2024
CHF Cautious Allocation-1.91-0.641.341.083.106.4513/12/2024
RMB Bond - Onshore5.153.435.211.063.926.5213/12/2024
Global Corporate Bond - USD Hedged5.523.755.651.042.315.7113/12/2024
Property - Direct Europe-0.50-1.30-0.201.022.187.1513/12/2024
Global Government Bond - USD Hedged3.043.072.801.001.416.1713/12/2024
Global Emerging Markets Small/Mid-Cap Equity4.473.637.070.997.4512.9213/12/2024
EUR Corporate Bond - Short Term0.48-0.061.750.881.174.0513/12/2024
Target Date 2016 - 20203.250.854.550.832.237.3313/12/2024
China Bond5.683.525.550.793.097.1113/12/2024
Sector Equity Infrastructure4.00-1.536.510.782.9812.1713/12/2024
Global Flexible Bond3.222.024.250.751.596.0513/12/2024
Systematic Trend EUR3.991.514.800.691.8313.2413/12/2024
Asia Bond - Local Currency3.921.685.710.641.216.1813/12/2024
EUR Flexible Allocation4.482.306.360.623.328.2613/12/2024
Global Flexible Bond - GBP Hedged4.990.067.120.611.596.3113/12/2024
Sector Equity Consumer Goods & Services10.328.4911.920.615.0815.9313/12/2024
Convertible Bond - Global, USD Hedged9.298.659.700.604.147.4613/12/2024
EUR Moderate Allocation - Global6.582.808.820.573.367.2413/12/2024
Asia-Pacific ex-Japan Equity12.186.9416.570.575.6414.2613/12/2024
GBP Flexible Bond4.970.267.470.561.566.7813/12/2024
Multistrategy EUR1.340.002.230.541.916.5013/12/2024
Asia Bond6.904.106.970.531.077.3613/12/2024
Asia-Pacific Equity10.715.4714.380.534.7012.3413/12/2024
EUR Subordinated Bond5.831.528.230.451.717.4313/12/2024
Global Emerging Markets Bond - GBP Hedged7.840.7811.130.370.8710.4213/12/2024
Target Date 2026 - 20305.842.098.120.344.046.9613/12/2024
Commodities - Broad Basket-1.352.762.330.345.2814.5413/12/2024
EUR Diversified Bond - Short Term-0.22-0.201.080.330.614.0813/12/2024
Convertible Bond - Global9.517.1910.420.324.097.9613/12/2024
EUR Moderate Allocation3.051.464.980.212.447.3413/12/2024
Africa Equity15.1310.4319.610.20-1.4915.3913/12/2024
Global Emerging Markets Corporate Bond - GBP Hedged7.750.819.800.191.267.7613/12/2024
GBP Allocation 0-20% Equity4.420.196.670.191.576.5313/12/2024
Asia ex-Japan Small/Mid-Cap Equity9.044.3611.440.188.3713.6213/12/2024
Long/Short Equity - Europe1.86-1.743.230.164.957.6713/12/2024
Global High Yield Bond - EUR Hedged3.020.345.670.111.816.9213/12/2024
GBP Allocation 20-40% Equity5.851.068.230.111.806.5413/12/2024
Global Small/Mid-Cap Equity9.846.7314.800.027.6115.9013/12/2024
EUR Flexible Bond1.110.192.960.010.685.6313/12/2024
USD Diversified Bond3.822.104.16-0.101.175.8813/12/2024
USD Inflation-Linked Bond4.242.703.41-0.182.896.5613/12/2024
Global Flexible Bond - CHF Hedged-4.16-2.03-0.34-0.231.987.8713/12/2024
Property - Direct Other-2.460.39-3.18-0.27-2.165.7013/12/2024
EUR Cautious Allocation - Global3.201.255.37-0.311.595.5013/12/2024
Global Emerging Markets Equity10.196.4713.93-0.463.5313.5313/12/2024
USD Corporate Bond4.542.334.66-0.491.577.1613/12/2024
Sector Equity Water7.752.6111.53-0.507.6715.1113/12/2024
Target Date 2021 - 20252.890.974.77-0.501.435.8713/12/2024
Global Diversified Bond - GBP Hedged4.00-0.115.55-0.590.295.3813/12/2024
Sector Equity Healthcare3.24-3.185.25-0.655.1713.3513/12/2024
Europe Large-Cap Growth Equity3.43-1.085.72-0.656.6715.2613/12/2024
EUR Cautious Allocation2.341.024.19-0.701.125.2813/12/2024
Property - Indirect North America10.05-0.9413.53-0.744.6818.1513/12/2024
Macro Trading EUR0.320.192.59-0.792.068.3413/12/2024
Global Bond - USD Biased-1.78-0.222.52-0.92-0.105.6830/10/2024
Global Corporate Bond4.061.705.20-1.001.125.6213/12/2024
Global Emerging Markets Allocation8.205.8411.03-1.081.9310.0213/12/2024
Global Corporate Bond - GBP Hedged4.45-0.406.53-1.090.647.5713/12/2024
Asia Allocation8.584.9710.34-1.181.0910.2013/12/2024
Europe Flex-Cap Equity2.77-0.135.77-1.184.6514.3013/12/2024
Nordic Equity4.22-3.579.56-1.258.0816.2313/12/2024
EUR Inflation-Linked Bond-3.18-0.34-1.00-1.291.016.0613/12/2024
USD Government Bond2.821.672.54-1.340.177.0513/12/2024
Eurozone Small-Cap Equity0.511.536.13-1.376.2115.6813/12/2024
NOK Moderate Allocation2.541.709.02-1.412.9810.5513/12/2024
Global Corporate Bond - CHF Hedged-4.28-2.50-0.48-1.481.558.9313/12/2024
Global Diversified Bond - CHF Hedged-4.56-2.24-1.22-1.480.497.6313/12/2024
SEK Moderate Allocation4.550.188.07-1.493.3210.9913/12/2024
Global Flexible Bond - EUR Hedged-0.13-1.112.10-1.580.096.3013/12/2024
EUR Corporate Bond0.860.493.06-1.58-0.115.5613/12/2024
Sector Equity Ecology6.193.0910.05-1.586.7715.7613/12/2024
NOK Bond - Short Term-2.590.643.39-1.68-0.369.3513/12/2024
DKK Bond0.53-0.202.47-1.77-0.815.1713/12/2024
Asia High Yield Bond15.477.7415.07-1.78-3.3815.0413/12/2024
Global Government Bond - GBP Hedged1.78-1.113.47-1.80-0.265.7913/12/2024
Global Bond - EUR Biased-1.600.653.22-1.81-1.585.2030/10/2024
DKK Domestic Bond0.55-0.032.24-1.91-0.905.0613/12/2024
Global Inflation-Linked Bond - USD Hedged3.313.583.22-2.021.196.3713/12/2024
Property - Direct UK0.36-0.570.52-2.03-0.486.5313/12/2024
Austria Equity-1.83-1.721.98-2.102.6115.4213/12/2024
SEK Ultra Short-Term Bond-3.45-2.43-1.41-2.13-0.417.3513/12/2024
SEK Flexible High Yield Bond0.42-1.183.56-2.150.359.6913/12/2024
Japan Small/Mid-Cap Equity1.930.755.60-2.242.1112.9213/12/2024
Sector Equity Biotechnology0.51-0.529.13-2.325.6920.1013/12/2024
Global Emerging Markets Bond - EUR Hedged1.84-0.785.24-2.35-0.8210.3413/12/2024
Convertible Bond - Global, GBP Hedged8.674.7111.05-2.362.449.5213/12/2024
SEK Flexible Allocation2.54-0.165.86-2.373.1312.2313/12/2024
UK Mid-Cap Equity9.460.1515.23-2.371.1017.2613/12/2024
Asia ex-Japan Equity13.178.6216.63-2.403.6616.0413/12/2024
Convertible Bond - Global, CHF Hedged-1.172.323.17-2.433.359.3913/12/2024
Global Bond - GBP Biased1.993.337.66-2.450.258.9530/07/2024
EUR Diversified Bond-0.57-0.101.63-2.46-0.995.2513/12/2024
SEK Cautious Allocation1.99-0.745.00-2.531.169.2213/12/2024
Global Inflation-Linked Bond - GBP Hedged1.36-1.323.57-2.540.756.9113/12/2024
Global Emerging Markets Corporate Bond - EUR Hedged1.99-1.034.46-2.58-0.268.4813/12/2024
Convertible Bond - Europe0.081.571.85-2.580.287.3313/12/2024
Emerging Europe Bond0.650.342.08-2.61-2.009.1113/12/2024
SEK Bond - Short Term-3.33-2.65-1.08-2.67-0.597.4813/12/2024
Property - Direct Global-4.10-1.72-5.15-2.71-1.386.7713/12/2024
Eurozone Mid-Cap Equity-4.04-1.81-0.14-2.791.6015.6113/12/2024
Sweden Equity3.29-2.599.31-2.797.2120.6813/12/2024
Global Diversified Bond - EUR Hedged-1.47-1.490.81-2.83-1.065.7013/12/2024
Indonesia Equity-7.51-6.16-4.44-2.89-2.7815.2213/12/2024
Vietnam Equity8.542.118.24-3.0513.1519.7813/12/2024
GBP Corporate Bond2.91-0.905.78-3.10-0.4310.1713/12/2024
Thailand Equity1.71-0.258.73-3.11-3.6815.1713/12/2024
Europe ex-UK Small/Mid-Cap Equity1.71-1.557.04-3.156.5616.4613/12/2024
Property - Indirect Global3.41-3.148.58-3.291.3415.5513/12/2024
Global Corporate Bond - EUR Hedged-0.86-1.831.48-3.33-0.597.1413/12/2024
Global Diversified Bond-0.01-0.021.50-3.34-1.155.1513/12/2024
GBP Diversified Bond2.39-1.204.96-3.36-0.868.3413/12/2024
NOK Bond-3.75-0.512.17-3.36-1.159.7013/12/2024
Global Government Bond - CHF Hedged-6.91-3.43-3.17-3.47-0.507.7213/12/2024
Europe Bond-0.16-0.671.98-3.55-1.194.9513/12/2024
Convertible Bond - Global, EUR Hedged2.092.694.97-3.551.168.3113/12/2024
SEK Corporate Bond-2.25-1.940.50-3.64-0.928.8413/12/2024
Sector Equity Agriculture-0.551.462.27-3.722.6213.2113/12/2024
Global Government Bond-1.64-1.05-0.02-3.82-1.825.3213/12/2024
EUR Government Bond-1.97-0.630.22-4.21-2.015.7013/12/2024
Switzerland Small/Mid-Cap Equity-0.21-3.373.66-4.325.4214.3613/12/2024
Global Government Bond - EUR Hedged-4.23-3.32-2.01-4.37-2.005.7213/12/2024
Global Inflation-Linked Bond - EUR Hedged-4.01-2.87-1.80-4.46-0.685.8613/12/2024
SEK Diversified Bond-3.99-3.45-1.13-4.86-2.048.3213/12/2024
NOK Cautious Allocation-2.42-0.474.35-5.13-0.729.9713/12/2024
Finland Equity-5.92-4.31-1.68-5.314.1014.1513/12/2024
Europe Mid-Cap Equity0.25-1.974.65-5.563.0215.9813/12/2024
Property - Indirect Asia-6.98-8.00-2.66-5.66-3.5713.8113/12/2024
Europe Small-Cap Equity0.84-0.766.25-5.724.1116.3813/12/2024
UK Small-Cap Equity7.66-1.3813.58-5.732.3915.6313/12/2024
Greater China Allocation12.3215.2712.75-5.80-0.9214.9313/12/2024
France Small/Mid-Cap Equity-4.9011.03-14.34-5.923.1016.7830/01/2024
Hong Kong Equity14.8219.7218.12-6.10-2.1324.2813/12/2024
Global Diversified Bond - NOK Hedged-4.84-0.661.84-6.27-2.5211.2113/12/2024
Greater China High Yield Bond15.487.6215.59-6.37-3.1121.8613/12/2024
Greater China Equity14.1318.7216.05-7.300.2323.6413/12/2024
Nordic Small/Mid-Cap Equity5.02-2.4513.72-7.556.0520.9713/12/2024
Property - Indirect Eurozone-1.338.91-2.34-8.44-7.0621.7520/09/2023
Property - Indirect Europe-4.32-10.971.85-9.00-3.3922.7413/12/2024
Korea Equity-11.82-7.99-5.98-9.132.5823.4513/12/2024
Sector Equity Alternative Energy-8.48-1.49-1.99-9.176.1723.5413/12/2024
GBP Government Bond-2.33-3.720.51-9.46-4.979.8313/12/2024
BRIC Equity4.528.425.33-9.91-3.1817.0929/04/2024
China Equity13.0822.3614.19-10.20-2.2827.3113/12/2024
Germany Small/Mid-Cap Equity-7.382.06-3.46-10.930.1216.4213/12/2024
JPY Bond-10.83-5.95-9.31-11.50-7.799.0113/12/2024
China Equity - A Shares10.7025.5211.38-12.120.9022.9513/12/2024
GBP Inflation-Linked Bond-4.60-4.65-1.51-12.74-4.6915.1213/12/2024
EUR Bond - Long Term-4.23-1.18-1.84-12.82-6.4114.2613/12/2024
Russia Equity-57.0328.11-52.14-16.64-5.0844.6130/05/2022
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-------
Digital Assets-------
Equity Market Neutral Other-------
Europe Loan3.040.684.58--5.3913/12/2024
Eurozone Flex-Cap Equity-3.74---14.4713/12/2024
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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