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 Technology6.7814.7936.2418.4618.8915.8020/01/2020
US Large-Cap Growth Equity6.4511.7928.0416.0316.9713.2020/01/2020
BRIC Equity4.9913.0121.1714.1614.1012.7920/01/2020
Greece Equity3.297.1736.1513.989.5319.3020/01/2020
Russia Equity8.5719.1537.8313.6523.2016.0720/01/2020
Global Large-Cap Growth Equity4.9910.8025.7112.8713.4311.2720/01/2020
US Flex-Cap Equity5.4410.5622.9212.8114.7513.2820/01/2020
Greater China Equity5.9212.5824.9012.7112.1215.2420/01/2020
Israel Large/Mid-Cap Equity5.028.8533.4712.6915.2813.7720/01/2020
Sector Equity Utilities5.756.7323.6212.4810.2811.8120/01/2020
Switzerland Small/Mid-Cap Equity4.4412.2026.7912.2816.2412.0520/01/2020
Sector Equity Private Equity4.5311.3529.5612.1415.3810.9820/01/2020
Europe High Yield Bond-1.32-0.717.2811.946.739.0627/04/2018
Sector Equity Alternative Energy5.1612.8329.3011.7511.3814.4820/01/2020
US Large-Cap Blend Equity5.0310.2324.5811.7314.0111.8520/01/2020
Switzerland Equity3.989.9525.8911.6211.219.4920/01/2020
Taiwan Large-Cap Equity3.229.3029.3511.5612.7614.1720/01/2020
Brazil Equity1.2012.3214.3611.4011.6725.6020/01/2020
UK Small-Cap Equity1.0213.8922.6311.2011.8512.3620/01/2020
Property - Indirect Europe1.734.5317.9910.939.4110.4120/01/2020
China Equity6.4012.5820.5810.769.9315.9420/01/2020
Sector Equity Water4.108.8925.3910.6912.8510.4620/01/2020
Property - Indirect Eurozone2.003.5015.1110.5910.9510.3320/01/2020
Netherlands Equity3.277.8726.3710.5213.6212.1820/01/2020
Emerging Europe Equity6.3114.7127.7310.4413.5913.3120/01/2020
Sector Equity Healthcare4.5714.0018.7810.279.4812.7520/01/2020
Sector Equity Biotechnology4.4219.6913.059.917.8019.3620/01/2020
Asia ex-Japan Equity5.1510.8318.219.849.8712.5420/01/2020
China Equity - A Shares6.2911.3133.349.749.6617.4620/01/2020
UK Mid-Cap Equity-0.189.7922.369.729.4612.0420/01/2020
Europe Large-Cap Growth Equity3.579.7824.689.579.9910.6520/01/2020
Sector Equity Ecology3.529.4223.339.5410.7511.2620/01/2020
France Equity2.846.9124.309.4011.4111.4420/01/2020
Asia-Pacific ex-Japan Equity4.949.3916.379.399.8212.0420/01/2020
Sector Equity Consumer Goods & Services3.436.2319.738.9810.4412.1120/01/2020
Europe Mid-Cap Equity2.549.1319.848.9210.7211.4020/01/2020
Property - Indirect Asia3.543.4513.068.869.2610.6920/01/2020
Europe Small-Cap Equity2.1810.6317.888.8012.7112.4920/01/2020
Japan Small/Mid-Cap Equity1.297.0413.628.6414.6213.1620/01/2020
Global Small-Cap Equity3.779.2917.698.5912.0411.6820/01/2020
Global Emerging Markets Equity4.5710.5915.558.548.8911.6720/01/2020
Finland Equity5.4711.1317.838.4113.4511.3820/01/2020
Global Large-Cap Blend Equity3.758.4219.378.3710.5010.2020/01/2020
Hong Kong Equity4.919.079.838.329.3813.8420/01/2020
Latin America Equity2.559.638.548.268.1918.5420/01/2020
Eurozone Mid-Cap Equity2.677.2217.098.0911.1111.9920/01/2020
Europe ex-UK Equity2.797.3419.057.869.4410.5220/01/2020
Target Date 2046+3.087.6017.237.759.749.3320/01/2020
Nordic Small/Mid-Cap Equity3.0816.5622.377.7315.1212.8820/01/2020
Denmark Equity3.2113.1818.967.7014.3013.0620/01/2020
Italy Equity2.706.6017.717.598.5714.1620/01/2020
Sector Equity Industrial Materials2.818.3019.197.5811.1113.1320/01/2020
Pacific ex-Japan Equity5.377.2415.127.539.6510.8720/01/2020
US Mid-Cap Equity3.907.9920.987.4812.1213.5520/01/2020
US Small-Cap Equity4.319.8718.307.4613.1014.9720/01/2020
Europe ex-UK Small/Mid-Cap Equity2.839.6416.277.4312.2811.6820/01/2020
GBP Adventurous Allocation2.187.5416.857.428.398.9020/01/2020
Sweden Equity3.2310.8019.917.4210.6611.5820/01/2020
UK Flex-Cap Equity0.549.3318.267.387.9911.3620/01/2020
Sector Equity Infrastructure3.885.2517.577.348.2010.7820/01/2020
Target Date 2041 - 20452.977.1816.407.339.548.9620/01/2020
India Equity4.344.549.967.237.1817.3220/01/2020
Target Date 2036 - 20403.137.2316.397.219.318.3620/01/2020
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
Asia-Pacific ex-Japan Equity Income4.177.1413.697.158.4210.4820/01/2020
Property - Indirect Switzerland4.607.2122.817.128.089.4620/01/2020
EUR Bond - Long Term1.49-4.0712.927.056.7111.6320/01/2020
Global Equity Income3.056.9917.057.029.399.3420/01/2020
Global Flex-Cap Equity3.098.4116.247.029.9411.5220/01/2020
Nordic Equity3.5311.2416.916.9910.3710.5520/01/2020
Japan Flex-Cap Equity1.426.2114.136.9611.5612.2620/01/2020
Property - Indirect Global3.301.6916.366.857.7910.3520/01/2020
Thailand Equity0.43-3.522.836.827.5313.1920/01/2020
US Large-Cap Value Equity3.357.0816.806.7811.1811.8020/01/2020
Austria Equity0.383.376.946.7711.5214.6420/01/2020
Eurozone Small-Cap Equity2.067.9114.006.7512.2213.2220/01/2020
Asia-Pacific Equity3.637.4414.966.749.7810.6220/01/2020
Europe Large-Cap Blend Equity2.607.0217.756.748.099.8820/01/2020
Sector Equity Financial Services2.807.5315.856.699.2013.2820/01/2020
Singapore Equity3.366.597.746.626.8812.7020/01/2020
Commodities - Precious Metals6.307.2022.396.575.0714.1820/01/2020
Eurozone Large-Cap Equity2.345.2617.526.478.8010.7620/01/2020
UK Large-Cap Equity0.977.3915.986.336.829.9220/01/2020
GBP Moderately Adventurous Allocation1.896.1714.816.246.947.3420/01/2020
Islamic Global Equity3.848.7116.406.118.1610.0720/01/2020
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
Target Date 2031 - 20352.635.6912.965.998.408.0520/01/2020
Japan Large-Cap Equity2.105.6513.935.9810.9410.4620/01/2020
Vietnam Equity2.55-3.132.865.939.9713.3420/01/2020
USD Aggressive Allocation3.596.4615.625.928.739.0720/01/2020
Norway Equity1.9710.408.225.7610.9914.5720/01/2020
UK Equity Income0.497.5814.875.686.2410.1320/01/2020
Global Emerging Markets Small/Mid-Cap Equity4.478.3913.175.507.0511.2820/01/2020
Germany Small/Mid-Cap Equity2.507.0814.635.489.4412.9620/01/2020
Europe Equity Income2.215.8714.205.417.289.6720/01/2020
Target Date 2026 - 20302.454.5012.235.387.537.1920/01/2020
Europe Flex-Cap Equity1.957.0714.565.338.6711.1120/01/2020
CHF Aggressive Allocation3.416.6116.615.335.728.4620/01/2020
Australia & New Zealand Equity5.185.7617.385.328.9912.1520/01/2020
EUR Aggressive Allocation - Global2.715.7713.235.297.648.5720/01/2020
EUR Aggressive Allocation2.454.9611.655.217.778.6020/01/2020
Global Large-Cap Value Equity2.877.8113.465.148.9710.2320/01/2020
Africa & Middle East Equity3.185.325.285.063.9210.8020/01/2020
Asia Allocation3.844.9211.975.057.628.9020/01/2020
Global Emerging Markets Allocation3.426.0211.635.016.198.7920/01/2020
Canada Equity4.607.8017.304.998.0511.9920/01/2020
Eurozone Flex-Cap Equity2.263.7712.184.988.5111.6020/01/2020
GBP Corporate Bond1.742.6711.294.884.463.4920/01/2020
GBP Moderate Allocation1.444.5611.594.745.145.4720/01/2020
Greater China Allocation5.498.1012.874.746.6310.6920/01/2020
Emerging Europe ex-Russia Equity2.714.875.194.597.1412.7720/01/2020
GBP Flexible Allocation1.705.1511.654.544.956.1420/01/2020
Global Bond - GBP Biased0.832.2511.084.433.673.2220/01/2020
Global High Yield Bond - GBP Hedged0.662.859.424.394.623.5820/01/2020
Germany Equity2.736.2616.124.387.8712.0320/01/2020
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
ASEAN Equity1.961.152.064.274.7610.0920/01/2020
GBP High Yield Bond0.612.469.814.255.203.4420/01/2020
Asia ex-Japan Small/Mid-Cap Equity4.656.8712.644.236.7912.2420/01/2020
USD Moderate Allocation3.264.2412.024.217.357.7620/01/2020
GBP Inflation-Linked Bond3.120.5310.204.094.979.4220/01/2020
GBP Government Bond1.990.679.184.083.465.9920/01/2020
Global Emerging Markets Corporate Bond3.072.4511.554.019.047.5520/01/2020
Islamic Global Bond3.863.5213.623.957.208.5120/01/2020
GBP Diversified Bond1.501.789.103.943.374.1620/01/2020
Europe Large-Cap Value Equity1.525.2411.983.926.6710.3720/01/2020
GBP Cautious Allocation1.122.279.143.914.053.3320/01/2020
Global Corporate Bond - GBP Hedged0.481.239.783.903.342.6120/01/2020
GBP Flexible Bond0.931.698.753.823.813.0220/01/2020
USD Flexible Allocation3.334.2911.583.767.598.5320/01/2020
Global Corporate Bond2.251.2611.583.716.647.1720/01/2020
Global Corporate Bond - USD Hedged2.611.1211.653.697.468.2320/01/2020
GBP Moderately Cautious Allocation1.273.139.333.664.053.6520/01/2020
SGD Bond2.081.516.433.566.096.5420/01/2020
USD Corporate Bond2.521.0812.243.506.668.3020/01/2020
AUD Bond-4.89-3.44-3.813.50-1.0312.6127/04/2018
Global Emerging Markets Bond2.722.1910.053.447.817.8320/01/2020
CHF Moderate Allocation3.045.0512.663.364.207.7220/01/2020
Sector Equity Agriculture1.613.328.083.366.4010.9720/01/2020
Convertible Bond - Global, GBP Hedged2.055.7510.383.343.005.6220/01/2020
USD High Yield Bond2.462.099.113.327.867.2420/01/2020
Global Emerging Markets Bond - Local Currency1.912.238.273.314.758.6220/01/2020
Africa Equity3.266.836.953.300.8011.5220/01/2020
Global Flexible Bond - GBP Hedged0.631.747.653.293.332.7920/01/2020
SEK Flexible Allocation2.908.2410.323.226.429.1220/01/2020
Global High Yield Bond2.362.149.443.177.917.0620/01/2020
Asia Bond2.901.5010.273.147.297.8420/01/2020
EUR Flexible Allocation - Global2.173.798.613.135.287.7620/01/2020
EUR Moderate Allocation - Global1.983.117.943.105.486.6920/01/2020
Sector Equity Precious Metals-0.187.3936.402.999.3323.5220/01/2020
Global Flexible Bond - USD Hedged2.500.998.862.977.167.7920/01/2020
EUR High Yield Bond1.151.005.182.946.366.0920/01/2020
Asia Bond - Local Currency2.491.566.392.895.417.3220/01/2020
Property - Indirect North America4.330.1213.682.875.7315.0220/01/2020
Convertible Bond - Global, USD Hedged3.975.0111.222.857.387.4820/01/2020
Target Date 2021 - 20251.732.617.432.795.286.2220/01/2020
Poland Equity3.714.81-0.712.773.7814.7820/01/2020
EUR Moderate Allocation1.642.526.762.755.156.7220/01/2020
Property - Direct UK0.18-0.58-0.572.742.572.1820/01/2020
RMB Bond3.863.233.932.725.667.2420/01/2020
EUR Flexible Allocation1.793.057.482.654.958.0220/01/2020
Sector Equity Communications4.765.3616.202.645.6611.9020/01/2020
France Small/Mid-Cap Equity1.788.3811.702.609.4114.0520/01/2020
USD Cautious Allocation2.752.048.752.586.097.4220/01/2020
Global Emerging Markets Corporate Bond - EUR Biased1.771.305.782.545.966.5120/01/2020
Asia High Yield Bond3.262.1210.012.429.137.5520/01/2020
Global Bond - GBP Hedged0.530.416.492.422.382.6420/01/2020
Global Frontier Markets Equity3.044.876.712.355.729.6520/01/2020
Global High Yield Bond - EUR Hedged1.231.024.362.355.715.9620/01/2020
Convertible Bond - Global2.833.647.812.356.366.6920/01/2020
Global Corporate Bond - EUR Hedged1.24-0.115.642.324.456.6020/01/2020
Global Emerging Markets Bond - EUR Biased1.571.205.312.285.597.7720/01/2020
Emerging Europe Bond1.460.936.012.285.157.4820/01/2020
Global Inflation-Linked Bond - GBP Hedged0.940.696.932.172.233.2220/01/2020
Target Date 2016 - 20201.561.184.292.154.666.0120/01/2020
SEK Moderate Allocation2.205.176.962.135.627.7720/01/2020
Global Corporate Bond - CHF Hedged2.372.0410.822.123.138.7820/01/2020
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
Spain Equity1.774.843.992.023.9111.1120/01/2020
USD Flexible Bond2.250.777.222.026.907.7020/01/2020
Korea Equity4.7511.913.741.985.7115.6620/01/2020
USD Diversified Bond2.360.097.681.845.618.3420/01/2020
Global Inflation-Linked Bond - USD Hedged2.860.368.021.766.199.2520/01/2020
Global Bond - USD Hedged2.30-0.266.541.765.638.3220/01/2020
Convertible Bond - Global, EUR Hedged2.513.755.521.754.466.4420/01/2020
EUR Corporate Bond0.90-0.942.531.734.176.3120/01/2020
Global Inflation-Linked Bond1.87-0.205.781.724.627.3620/01/2020
Global Bond - USD Biased2.33-0.076.711.695.457.6020/01/2020
Europe Bond1.08-1.272.791.683.736.4820/01/2020
Global High Yield Bond - CHF Hedged2.253.078.911.673.437.6820/01/2020
CHF Cautious Allocation2.642.878.381.642.627.7320/01/2020
EUR Cautious Allocation - Global1.410.954.001.544.095.9020/01/2020
Convertible Bond - Global, CHF Hedged3.685.7910.541.513.028.0020/01/2020
NOK Moderate Allocation1.915.976.901.505.618.9620/01/2020
EUR Government Bond0.80-2.471.451.503.737.1520/01/2020
CAD Bond-5.50-1.93-2.591.44-0.2410.7427/04/2018
DKK Bond1.02-1.46-0.731.423.986.3820/01/2020
Global Bond1.36-0.664.411.274.217.1120/01/2020
USD Inflation-Linked Bond2.370.407.411.265.639.1120/01/2020
Global Flexible Bond1.730.924.661.205.237.1120/01/2020
USD Government Bond2.21-0.705.801.134.439.2820/01/2020
NOK High Yield Bond1.033.760.461.063.929.0420/01/2020
Global Flexible Bond - EUR Hedged1.08-0.112.261.053.946.1520/01/2020
EUR Flexible Bond0.89-0.542.141.033.456.1620/01/2020
Target Date 2011 - 20151.151.722.171.033.046.3820/01/2020
EUR Diversified Bond0.77-1.651.180.993.506.4920/01/2020
DKK Domestic Bond0.91-1.57-1.680.983.706.2420/01/2020
EUR Cautious Allocation1.260.032.630.953.475.9520/01/2020
Convertible Bond - Europe2.131.943.950.914.416.1220/01/2020
EUR Inflation-Linked Bond0.92-1.531.730.883.757.0820/01/2020
JPY Bond0.09-3.290.180.665.8710.3620/01/2020
RMB Bond - Onshore3.803.721.130.653.497.4820/01/2020
Global Flexible Bond - CHF Hedged2.111.896.520.581.608.0020/01/2020
GBP Diversified Bond - Short Term0.280.361.710.570.520.6820/01/2020
Global Bond - CHF Hedged2.030.576.350.491.698.9420/01/2020
Global Bond - EUR Biased0.93-1.020.920.493.276.1620/01/2020
Global Bond - EUR Hedged0.82-1.400.940.452.736.6820/01/2020
GBP Money Market - Short Term0.040.160.690.410.340.0920/01/2020
RMB High Yield Bond3.57-3.413.200.38-7.5020/01/2020
Global Inflation-Linked Bond - EUR Hedged1.43-1.012.070.363.147.2420/01/2020
HKD Bond2.820.444.030.344.768.1520/01/2020
GBP Money Market0.040.150.570.340.290.0820/01/2020
Global Bond - CHF Biased2.281.245.120.301.758.8420/01/2020
Property - Direct Global1.140.010.090.262.519.1020/01/2020
EUR Government Bond - Short Term0.68-1.89-0.440.222.716.3520/01/2020
Sector Equity Natural Resources1.918.7810.320.205.3115.8220/01/2020
CHF Bond2.391.194.840.181.589.2420/01/2020
USD Diversified Bond - Short Term2.09-0.043.010.134.537.8620/01/2020
Indonesia Equity3.152.59-3.07-0.042.7915.7120/01/2020
South Africa & Namibia Equity0.675.893.08-0.043.0216.3920/01/2020
EUR Corporate Bond - Short Term0.69-1.05-1.15-0.042.885.7620/01/2020
Global Bond - NOK Hedged0.742.442.25-0.193.128.8120/01/2020
NOK Cautious Allocation1.304.472.36-0.223.188.4320/01/2020
USD Money Market - Short Term1.98-0.361.27-0.234.237.8220/01/2020
USD Money Market2.01-0.351.38-0.274.197.7820/01/2020
EUR Diversified Bond - Short Term0.64-1.18-2.16-0.552.385.8020/01/2020
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
Property - Direct Europe0.00-2.51-3.19-0.602.517.8520/01/2020
EUR Ultra Short-Term Bond0.63-1.30-3.00-0.762.165.7120/01/2020
CHF Bond - Short Term1.970.992.44-0.850.858.2120/01/2020
EUR Money Market0.61-1.35-3.43-0.882.065.7120/01/2020
SEK Cautious Allocation1.322.860.85-0.922.667.6420/01/2020
EUR Money Market - Short Term0.60-1.38-3.63-0.981.955.7120/01/2020
CHF Money Market1.750.791.13-1.400.298.0120/01/2020
NOK Bond - Short Term0.642.73-2.03-1.592.048.4520/01/2020
NOK Bond0.882.53-2.32-1.741.778.4420/01/2020
Property - Direct Other0.761.536.22-1.901.0121.9220/01/2020
Turkey Equity9.2620.1712.31-1.95-7.3133.0220/01/2020
Sector Equity Energy1.375.780.16-2.103.2815.8020/01/2020
Global Bond - ILS2.381.562.45-2.371.868.4020/01/2020
Commodities - Broad Basket0.171.250.22-2.40-1.1810.4720/01/2020
SEK Corporate Bond0.481.39-3.23-2.551.418.6620/01/2020
SEK Bond0.30-0.12-4.57-2.950.938.7320/01/2020
Commodities - Energy-1.818.825.18-3.27-21.6620/01/2020
SEK Ultra Short-Term Bond0.270.78-6.12-4.21-0.208.6820/01/2020
Commodities - Broad Agriculture-0.231.51-8.26-10.85-6.7111.8620/01/2020
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 - Grains-0.82-4.72-8.81---06/01/2020
Commodities - Industrial & Broad Metals0.073.110.79---06/01/2020
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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