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 - Precious Metals31.957.8433.3619.4213.0516.4120/10/2020
Sector Equity Technology36.687.7346.3319.3324.1818.8120/10/2020
Sector Equity Precious Metals40.020.5751.5319.0223.4532.9020/10/2020
US Large-Cap Growth Equity27.386.3333.8218.8719.9116.6320/10/2020
Sector Equity Alternative Energy53.0421.7961.9217.3017.6720.1520/10/2020
Global Large-Cap Growth Equity19.135.4325.8712.8615.5014.3320/10/2020
US Large-Cap Blend Equity10.774.4816.2111.3215.5715.5020/10/2020
China Equity - A Shares29.685.2235.8511.2214.5118.5720/10/2020
Greater China Equity23.635.7531.9610.5716.9217.1720/10/2020
US Flex-Cap Equity10.004.8515.5710.3614.4917.4420/10/2020
Sector Equity Ecology19.369.3426.3810.2413.9515.2620/10/2020
Denmark Equity30.458.9843.1610.2015.9314.6020/10/2020
EUR Bond - Long Term18.774.7312.6310.1810.8311.4020/10/2020
Taiwan Large-Cap Equity15.253.2621.7210.1716.7417.0820/10/2020
Sector Equity Biotechnology23.94-5.0141.829.9711.1221.4820/10/2020
Sector Equity Healthcare14.48-0.8825.179.8511.4114.3720/10/2020
Nordic Small/Mid-Cap Equity29.2311.4540.128.8217.1620.6420/10/2020
Switzerland Small/Mid-Cap Equity12.525.2220.558.6017.2914.1420/10/2020
China Equity25.705.1232.308.3014.9517.2020/10/2020
Sector Equity Water7.317.5812.088.1112.9114.3220/10/2020
Sector Equity Utilities4.811.725.308.0511.7013.6020/10/2020
Sector Equity Consumer Goods & Services10.206.5212.997.9411.9715.5320/10/2020
Finland Equity20.3013.0227.247.8315.7917.0420/10/2020
Switzerland Equity7.290.8414.017.8111.7410.5820/10/2020
Europe Large-Cap Growth Equity12.233.0919.337.5611.3013.1220/10/2020
Sweden Equity19.627.9628.297.2713.5416.8920/10/2020
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
Nordic Equity19.027.5428.307.0412.5515.4620/10/2020
Greater China Allocation17.412.8820.676.7812.5211.2420/10/2020
Convertible Bond - Global, CHF Hedged18.825.3721.116.677.889.1720/10/2020
Property - Indirect Switzerland6.172.785.886.6311.399.4907/09/2020
US Small-Cap Equity7.598.9213.086.3913.4221.2520/10/2020
USD Corporate Bond9.05-2.657.506.368.429.2220/10/2020
Asia ex-Japan Equity15.247.1821.296.1913.3715.1620/10/2020
Global Corporate Bond - USD Hedged7.95-1.616.316.089.029.1820/10/2020
Convertible Bond - Global15.813.9616.976.089.638.5920/10/2020
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
Global Corporate Bond - CHF Hedged13.471.5613.066.067.509.0220/10/2020
GBP Government Bond8.57-0.307.155.915.376.3420/10/2020
Global Large-Cap Blend Equity5.193.259.995.8411.1913.8720/10/2020
Global Small-Cap Equity9.068.5314.715.7611.4318.5520/10/2020
SGD Bond6.211.435.785.748.376.8920/10/2020
GBP Inflation-Linked Bond10.712.368.035.697.2110.0820/10/2020
Israel Large/Mid-Cap Equity-5.015.93-1.675.6510.8018.3420/10/2020
Target Date 2046+5.443.679.985.6010.8412.9220/10/2020
USD Inflation-Linked Bond10.49-1.048.195.606.909.1220/10/2020
Netherlands Equity13.339.0518.935.5916.5616.5020/10/2020
BRIC Equity-1.061.726.215.4715.4217.2720/10/2020
US Mid-Cap Equity0.696.064.755.4011.6019.0120/10/2020
Asia-Pacific ex-Japan Equity10.486.3615.075.3713.0214.7820/10/2020
Japan Small/Mid-Cap Equity11.6712.6618.745.2915.5117.8920/10/2020
CHF Aggressive Allocation6.992.5610.545.278.179.7220/10/2020
USD Government Bond9.40-2.946.175.256.1510.6420/10/2020
Convertible Bond - Global, USD Hedged12.871.9613.975.198.339.0020/10/2020
Global Inflation-Linked Bond - USD Hedged7.89-0.795.115.198.079.4020/10/2020
Global Corporate Bond7.82-0.876.475.188.217.9420/10/2020
Global Bond - CHF Hedged11.981.6710.575.175.698.5820/10/2020
USD Diversified Bond8.26-2.155.904.997.148.9720/10/2020
Target Date 2041 - 20455.253.429.534.9510.3612.3820/10/2020
Sector Equity Industrial Materials4.494.939.944.9013.4817.7220/10/2020
USD Aggressive Allocation3.911.286.474.849.4611.3820/10/2020
Asia Bond6.55-0.225.034.728.379.0020/10/2020
Asia Allocation9.073.1211.094.689.0011.2020/10/2020
Europe Mid-Cap Equity8.956.1216.814.6710.3616.9020/10/2020
Global Emerging Markets Corporate Bond4.820.564.204.579.3311.1920/10/2020
Asia Bond - Local Currency5.871.115.064.537.617.7320/10/2020
Global Bond - USD Hedged6.13-1.613.514.467.028.9520/10/2020
Global Flex-Cap Equity5.375.0811.134.4510.5216.5620/10/2020
RMB Bond9.202.278.824.437.307.1820/10/2020
GBP Corporate Bond4.991.275.904.415.516.0320/10/2020
GBP Diversified Bond5.450.845.794.334.955.2620/10/2020
Islamic Global Bond3.771.273.484.339.0610.9320/10/2020
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
Target Date 2031 - 20356.352.819.584.319.6110.7520/10/2020
Eurozone Small-Cap Equity6.256.9215.564.1311.5917.8620/10/2020
Global Flexible Bond - USD Hedged5.04-0.923.024.117.849.1420/10/2020
Convertible Bond - Global, GBP Hedged9.614.1713.704.093.909.3620/10/2020
Sector Equity Private Equity-4.571.721.334.0511.9417.9220/10/2020
Russia Equity-14.66-4.51-6.474.0314.2421.0720/10/2020
Asia-Pacific Equity6.635.2110.773.9911.3613.4620/10/2020
Global Flexible Bond - CHF Hedged11.262.1910.293.946.228.5620/10/2020
CHF Bond8.911.787.563.934.748.8220/10/2020
Global Bond - ILS5.141.404.323.926.528.5520/10/2020
HKD Bond7.08-1.814.823.916.158.9020/10/2020
JPY Bond4.37-0.950.823.857.5110.2220/10/2020
USD Flexible Bond4.54-0.752.933.837.579.4220/10/2020
CHF Moderate Allocation6.172.938.493.816.638.3720/10/2020
RMB Bond - Onshore8.182.048.393.785.137.4320/10/2020
Global Corporate Bond - GBP Hedged4.370.765.163.773.866.0220/10/2020
Australia & New Zealand Equity5.655.435.913.7411.2920.9220/10/2020
USD Moderate Allocation2.470.213.393.738.109.3820/10/2020
USD High Yield Bond3.090.822.593.738.409.5420/10/2020
Vietnam Equity6.619.751.113.6910.6624.0920/10/2020
Japan Large-Cap Equity3.984.187.923.6910.4313.9520/10/2020
Target Date 2036 - 20402.722.906.873.679.5111.7020/10/2020
USD Cautious Allocation3.82-0.933.133.637.308.2020/10/2020
Islamic Global Equity1.051.616.233.638.7913.0020/10/2020
Japan Flex-Cap Equity4.615.769.653.6111.7515.7020/10/2020
USD Flexible Allocation2.790.623.833.578.0210.2020/10/2020
Global Bond7.06-0.155.073.546.327.2920/10/2020
Convertible Bond - Global, EUR Hedged16.404.8917.713.537.288.1520/10/2020
Target Date 2026 - 20305.322.407.483.518.539.2020/10/2020
AUD Bond-4.89-3.44-3.813.50-1.0312.6127/04/2018
Global Inflation-Linked Bond - GBP Hedged5.251.565.023.393.604.1220/10/2020
US Large-Cap Value Equity-5.892.39-2.133.3610.1616.1620/10/2020
Global Inflation-Linked Bond5.83-0.543.893.365.967.3420/10/2020
Global Corporate Bond - EUR Hedged12.111.5410.543.347.407.0320/10/2020
EUR Government Bond10.882.517.263.346.296.6020/10/2020
Global High Yield Bond2.050.982.093.328.5410.0420/10/2020
CHF Cautious Allocation6.981.897.663.275.407.6820/10/2020
EUR Aggressive Allocation - Global6.373.419.603.278.6311.3520/10/2020
Global High Yield Bond - CHF Hedged6.443.817.433.276.6610.2820/10/2020
SEK Flexible Allocation11.194.1516.143.247.6712.5620/10/2020
RMB High Yield Bond7.631.463.673.21-8.7620/10/2020
Global Bond - CHF Biased8.251.637.643.195.608.6420/10/2020
GBP Adventurous Allocation-0.942.744.253.167.7313.3320/10/2020
Europe Bond9.462.067.113.116.536.1720/10/2020
Global Bond - USD Biased6.52-0.824.593.066.498.1420/10/2020
Sector Equity Agriculture3.757.215.833.058.7914.7920/10/2020
Global Emerging Markets Bond2.83-0.422.172.888.4311.4420/10/2020
Germany Small/Mid-Cap Equity11.334.3018.292.8711.5117.2620/10/2020
Global Flexible Bond4.26-0.073.302.857.577.9820/10/2020
Global Bond - GBP Biased1.731.663.172.824.379.1420/10/2020
Asia High Yield Bond2.86-0.311.392.818.3210.6720/10/2020
GBP Flexible Bond2.491.493.322.814.196.4820/10/2020
Europe ex-UK Small/Mid-Cap Equity10.748.0418.092.8111.7217.2620/10/2020
Global Inflation-Linked Bond - EUR Hedged12.572.209.842.786.746.6720/10/2020
EUR Subordinated Bond7.552.897.352.788.478.9520/10/2020
Europe Small-Cap Equity7.298.6916.872.6811.2918.3820/10/2020
USD Diversified Bond - Short Term3.87-1.911.612.665.338.5720/10/2020
Global Flexible Bond - GBP Hedged2.801.443.832.643.486.4420/10/2020
Global Bond - GBP Hedged3.450.783.182.592.604.2020/10/2020
Global Equity Income-2.570.661.212.558.3812.8520/10/2020
Target Date 2021 - 20258.012.059.032.556.956.9120/10/2020
EUR Corporate Bond8.972.817.042.527.056.2220/10/2020
CHF Money Market8.520.917.492.523.817.5320/10/2020
Global Emerging Markets Equity4.524.8610.272.4811.1115.3620/10/2020
GBP Moderately Adventurous Allocation-1.241.792.892.466.1911.3720/10/2020
DKK Bond9.861.917.162.457.045.7320/10/2020
Sector Equity Communications16.722.0718.362.425.6113.7720/10/2020
CHF Bond - Short Term8.480.987.262.413.637.7320/10/2020
GBP Cautious Allocation0.990.782.232.413.925.3420/10/2020
EUR Diversified Bond9.282.376.662.326.276.1520/10/2020
Europe ex-UK Equity2.650.677.422.269.1614.2420/10/2020
SEK Moderate Allocation11.063.5014.402.187.519.7520/10/2020
Sector Equity Infrastructure-4.61-0.04-3.032.128.5214.3820/10/2020
EUR Moderate Allocation - Global5.832.776.982.107.068.3020/10/2020
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
USD Money Market - Short Term2.65-2.420.302.054.728.6120/10/2020
GBP High Yield Bond-0.922.421.032.044.5410.0820/10/2020
DKK Domestic Bond9.401.916.762.026.595.5120/10/2020
EUR Inflation-Linked Bond7.722.405.242.015.766.6620/10/2020
USD Money Market2.64-2.430.271.984.618.5420/10/2020
GBP Moderately Cautious Allocation0.250.902.001.963.966.4720/10/2020
Global Emerging Markets Corporate Bond - EUR Biased8.793.568.181.967.8910.1820/10/2020
Global Bond - EUR Hedged10.461.608.051.965.726.2820/10/2020
Global Emerging Markets Allocation2.692.335.901.958.5711.6920/10/2020
Target Date 2016 - 20206.380.826.011.805.976.1520/10/2020
Target Date 2011 - 20158.301.218.911.765.446.8320/10/2020
Global Bond - EUR Biased8.330.016.191.735.696.1320/10/2020
Africa & Middle East Equity-5.747.31-4.081.634.6016.0320/10/2020
GBP Moderate Allocation-1.721.451.251.614.469.2020/10/2020
Global High Yield Bond - GBP Hedged-1.583.010.521.574.019.6220/10/2020
Global Flexible Bond - EUR Hedged8.842.247.321.566.457.2520/10/2020
EUR Flexible Bond6.682.165.241.515.906.6120/10/2020
EUR High Yield Bond5.233.125.161.497.848.7220/10/2020
GBP Flexible Allocation-1.192.012.101.474.399.8420/10/2020
EUR Cautious Allocation6.682.195.891.475.926.2320/10/2020
CAD Bond-5.50-1.93-2.591.44-0.2410.7427/04/2018
EUR Flexible Allocation - Global4.992.776.621.416.769.6820/10/2020
EUR Cautious Allocation - Global6.692.246.231.416.016.3320/10/2020
Global High Yield Bond - EUR Hedged6.123.785.971.387.529.2720/10/2020
Asia ex-Japan Small/Mid-Cap Equity7.304.249.261.228.5418.0520/10/2020
UK Small-Cap Equity-9.237.292.361.197.0520.9920/10/2020
Pacific ex-Japan Equity-5.200.68-3.471.119.3716.3920/10/2020
EUR Moderate Allocation4.932.455.700.936.238.5420/10/2020
Property - Indirect Europe-11.893.13-9.210.904.8915.1220/10/2020
EUR Corporate Bond - Short Term7.621.855.760.865.225.2220/10/2020
Emerging Europe Bond2.69-0.372.170.855.808.1920/10/2020
EUR Government Bond - Short Term7.931.285.490.844.435.8620/10/2020
GBP Diversified Bond - Short Term0.810.220.970.810.621.0520/10/2020
EUR Aggressive Allocation2.881.914.820.806.9911.4720/10/2020
Asia-Pacific ex-Japan Equity Income-3.001.91-0.280.778.8014.0420/10/2020
Europe Large-Cap Blend Equity-1.14-0.313.190.736.8413.6120/10/2020
Property - Direct Europe6.721.204.330.654.577.2020/10/2020
Convertible Bond - Europe9.823.799.980.656.186.8620/10/2020
Global Emerging Markets Bond - EUR Biased6.202.385.730.657.2011.4620/10/2020
EUR Diversified Bond - Short Term7.681.495.660.624.645.3020/10/2020
GBP Money Market - Short Term0.260.000.390.450.340.1020/10/2020
EUR Ultra Short-Term Bond7.541.135.500.454.355.1320/10/2020
GBP Money Market0.240.000.370.440.340.1020/10/2020
Global Emerging Markets Bond - Local Currency-3.16-1.43-2.770.406.8110.5620/10/2020
EUR Money Market7.410.905.320.374.205.2220/10/2020
Global Large-Cap Value Equity-5.170.66-0.900.367.5714.3720/10/2020
Hong Kong Equity1.26-0.905.020.359.1115.2520/10/2020
Property - Direct Global4.03-0.542.130.303.466.4820/10/2020
Property - Indirect Global-13.540.26-14.890.284.9015.2820/10/2020
EUR Money Market - Short Term7.310.785.190.254.065.2820/10/2020
SEK Cautious Allocation10.222.0511.850.245.038.3420/10/2020
EUR Flexible Allocation3.421.414.700.126.1010.0720/10/2020
Europe Flex-Cap Equity1.843.367.380.087.6516.0520/10/2020
Global Emerging Markets Small/Mid-Cap Equity3.394.107.45-0.058.3218.2120/10/2020
SEK Bond11.280.6310.79-0.283.808.1620/10/2020
France Equity-9.63-1.70-6.45-0.317.6815.6820/10/2020
Property - Direct UK-4.40-0.55-5.07-0.340.512.9320/10/2020
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
India Equity-0.537.58-0.25-0.597.6423.3120/10/2020
Property - Indirect Asia-13.64-0.93-13.23-0.626.9216.0620/10/2020
Canada Equity-2.38-0.640.21-0.644.3817.6420/10/2020
Sector Equity Natural Resources-3.120.153.43-0.858.5522.7720/10/2020
Eurozone Large-Cap Equity-2.41-0.800.39-0.887.2315.0020/10/2020
Global Bond - NOK Hedged1.02-1.692.79-1.014.3210.8820/10/2020
SEK Corporate Bond9.091.7810.07-1.043.839.0920/10/2020
UK Mid-Cap Equity-14.845.56-6.06-1.254.2520.5720/10/2020
NOK Bond2.43-2.073.94-1.513.499.8920/10/2020
Eurozone Mid-Cap Equity-1.862.892.85-1.517.9917.0020/10/2020
Germany Equity1.330.935.05-1.578.0417.8820/10/2020
Sector Equity Financial Services-9.54-1.25-5.16-1.646.9819.9220/10/2020
NOK Moderate Allocation0.420.173.76-1.674.6813.6820/10/2020
Property - Indirect North America-16.490.32-20.28-1.722.9720.7420/10/2020
Korea Equity10.999.1417.66-1.813.1517.3820/10/2020
SEK Ultra Short-Term Bond9.670.2810.22-1.862.387.9220/10/2020
NOK Cautious Allocation-1.16-1.421.64-1.883.7312.1620/10/2020
NOK Bond - Short Term-1.29-2.000.78-2.323.0610.0220/10/2020
Greece Equity-18.952.28-16.25-2.324.1923.3019/10/2020
Eurozone Flex-Cap Equity-5.180.19-3.18-2.337.3016.2120/10/2020
Europe Equity Income-9.07-2.46-5.86-2.394.6814.2620/10/2020
Commodities - Broad Basket-2.137.28-1.30-2.581.0914.3820/10/2020
Italy Equity-4.86-1.29-0.53-2.723.6817.7020/10/2020
UK Flex-Cap Equity-16.601.21-9.22-2.783.0518.8620/10/2020
Norway Equity-9.150.76-2.40-2.818.8522.8220/10/2020
NOK High Yield Bond-6.370.07-4.49-3.184.6117.5520/10/2020
Brazil Equity-31.75-6.30-22.99-3.7413.7534.4620/10/2020
ASEAN Equity-13.79-1.83-14.32-3.775.0816.8120/10/2020
Singapore Equity-15.96-1.74-13.99-3.994.6116.4520/10/2020
Africa Equity-11.903.63-8.47-4.110.7917.5820/10/2020
Emerging Europe Equity-23.25-8.35-17.21-4.126.5120.3320/10/2020
UK Large-Cap Equity-19.14-2.76-13.97-4.332.1915.6220/10/2020
Spain Equity-14.39-2.34-11.10-4.622.8216.1120/10/2020
Europe Large-Cap Value Equity-11.25-2.28-8.04-4.653.7315.5820/10/2020
Global Frontier Markets Equity-7.558.34-5.56-4.684.9618.4920/10/2020
UK Equity Income-21.62-2.10-16.11-5.450.4616.6120/10/2020
Thailand Equity-23.86-11.58-27.11-6.864.2020.9220/10/2020
Poland Equity-3.15-0.94-0.37-7.073.2019.9520/10/2020
South Africa & Namibia Equity-18.12-1.28-14.00-7.430.2422.7720/10/2020
Emerging Europe ex-Russia Equity-20.21-6.08-18.72-8.353.5417.7720/10/2020
Latin America Equity-29.69-4.57-24.22-8.665.3928.1520/10/2020
Property - Direct Other5.280.153.89-8.71-27.3512.0620/10/2020
Austria Equity-21.51-0.46-19.18-9.914.7621.2920/10/2020
Commodities - Grains-7.120.86-3.72-10.39-17.3011/06/2020
Indonesia Equity-21.91-0.05-24.13-10.80-0.1024.9120/10/2020
Commodities - Broad Agriculture-14.22-7.07-20.59-13.05-7.4411.8015/06/2020
France Small/Mid-Cap Equity-23.565.07-20.93-14.67-2.5518.4320/10/2020
Sector Equity Energy-34.71-9.54-35.08-14.88-5.5326.3920/10/2020
Turkey Equity-17.28-13.92-7.62-17.06-5.6435.7920/10/2020
Commodities - Energy-54.31-1.59-48.92-20.72-12.1743.5520/10/2020
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 - Industrial & Broad Metals-23.63----07/09/2020
Commodities - Other-------
Convertible Bond - Other-------
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 Eurozone-4.42---15.2020/10/2020
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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