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 Metals33.2719.1335.4621.9415.4517.2611/08/2020
Sector Equity Precious Metals45.9626.5334.4520.0526.8433.1611/08/2020
Sector Equity Technology25.7116.3131.6519.3322.8318.7811/08/2020
US Large-Cap Growth Equity18.1010.3916.5217.5217.5916.5511/08/2020
Sector Equity Alternative Energy29.1829.3331.3313.4612.8419.4511/08/2020
Europe High Yield Bond-1.32-0.717.2811.946.739.0627/04/2018
Global Large-Cap Growth Equity11.5910.9312.0211.7913.3314.2511/08/2020
US Large-Cap Blend Equity5.788.515.7611.0313.8315.4111/08/2020
China Equity - A Shares20.3115.5326.5011.009.8619.0011/08/2020
Sector Equity Healthcare11.123.7513.0910.629.1514.5511/08/2020
Sector Equity Biotechnology15.011.0717.5510.546.9421.6511/08/2020
Taiwan Large-Cap Equity12.2111.2221.2710.4316.5717.7911/08/2020
Greater China Equity14.7912.7922.8510.3214.1217.5711/08/2020
US Flex-Cap Equity4.749.014.3210.2512.6817.4111/08/2020
Russia Equity-8.3012.71-3.449.2816.6221.7811/08/2020
China Equity15.9811.8922.019.1312.5017.5111/08/2020
Sector Equity Ecology9.7317.3211.638.5311.3015.1911/08/2020
EUR Bond - Long Term14.187.92-0.587.6310.8211.8911/08/2020
US Small-Cap Equity2.4014.460.597.5211.5621.2011/08/2020
Sector Equity Water1.7613.032.707.2311.7914.2211/08/2020
Denmark Equity20.0421.1522.317.2114.0214.7911/08/2020
UK Large-Cap Value Equity-4.29-6.44-3.037.154.389.1030/10/2018
BRIC Equity-4.5415.15-0.187.1213.8617.7511/08/2020
Switzerland Small/Mid-Cap Equity5.1511.566.987.0515.6614.0011/08/2020
Nordic Small/Mid-Cap Equity12.8127.4222.457.0215.1920.4211/08/2020
Sector Equity Utilities1.379.200.307.0111.1514.1311/08/2020
Europe Large-Cap Growth Equity6.4614.358.856.979.5713.3511/08/2020
Switzerland Equity3.427.654.536.909.9910.6411/08/2020
Sweden Equity11.2824.9118.466.8711.4416.7311/08/2020
Greater China Allocation11.126.229.676.74-11.8311/08/2020
Israel Large/Mid-Cap Equity-8.92-0.96-8.406.488.0518.1011/08/2020
Nordic Equity10.5420.8014.406.0910.5715.4311/08/2020
EMEA Equity-4.52-8.165.256.064.2615.9027/04/2018
USD Corporate Bond8.951.861.296.068.629.3611/08/2020
Sector Equity Consumer Goods & Services4.4310.813.275.999.9315.4811/08/2020
Asia ex-Japan Equity7.9313.7612.455.9411.5415.3811/08/2020
Finland Equity9.8120.0612.985.7212.9017.0111/08/2020
Global Large-Cap Blend Equity1.369.292.155.659.5513.8611/08/2020
US Mid-Cap Equity-3.1710.43-4.475.649.8119.0111/08/2020
Global Corporate Bond - USD Hedged7.191.02-0.555.439.009.3711/08/2020
Sector Equity Industrial Materials0.6116.502.915.3911.0517.6411/08/2020
Target Date 2046+1.6210.843.545.229.3813.0511/08/2020
GBP Government Bond8.50-1.106.115.055.256.0111/08/2020
GBP Inflation-Linked Bond10.272.394.035.026.5110.0811/08/2020
Asia-Pacific ex-Japan Equity4.1512.366.524.9811.3715.4911/08/2020
Europe Mid-Cap Equity4.5316.129.204.838.8416.7111/08/2020
Target Date 2041 - 20451.7010.573.174.708.9912.5011/08/2020
SGD Bond3.481.54-1.294.608.726.9411/08/2020
Sector Equity Private Equity-5.6711.44-2.404.5710.4516.9011/08/2020
Global Corporate Bond6.972.37-0.184.538.248.3511/08/2020
Convertible Bond - Global, USD Hedged8.374.473.294.497.529.1611/08/2020
USD Diversified Bond7.90-1.55-0.704.387.329.1911/08/2020
USD Inflation-Linked Bond8.85-1.97-0.594.336.539.5511/08/2020
UK Large-Cap Growth Equity-7.48-9.63-5.974.334.389.0230/10/2018
USD Aggressive Allocation0.975.13-1.064.318.1811.5811/08/2020
Convertible Bond - Global9.806.653.734.258.558.8811/08/2020
Global Flex-Cap Equity0.4311.761.494.258.6816.5111/08/2020
Global Corporate Bond - CHF Hedged11.736.562.724.237.909.6211/08/2020
Global Emerging Markets Corporate Bond3.415.19-3.144.218.9211.5011/08/2020
Property - Indirect Switzerland2.46-5.5813.684.209.179.8411/06/2020
Australia & New Zealand Equity2.7620.44-0.164.2010.4020.9711/08/2020
Asia Bond5.372.24-1.724.158.369.3011/08/2020
Global Small-Cap Equity2.1313.441.384.109.4818.4211/08/2020
Convertible Bond - Global, CHF Hedged12.689.126.184.087.209.5011/08/2020
Target Date 2031 - 20353.169.392.724.088.4910.9611/08/2020
Islamic Global Equity-2.065.99-0.654.037.8313.1011/08/2020
Convertible Bond - Global, GBP Hedged6.5110.8910.934.023.099.2111/08/2020
USD Government Bond9.08-4.30-0.833.996.4510.8811/08/2020
GBP Corporate Bond4.394.284.913.945.136.0611/08/2020
Asia Allocation4.647.162.733.928.1911.5011/08/2020
Global Inflation-Linked Bond - USD Hedged6.51-1.36-3.323.917.599.8211/08/2020
GBP Diversified Bond5.092.824.953.894.715.3311/08/2020
Global Corporate Bond - GBP Hedged4.596.495.613.803.916.0611/08/2020
US Large-Cap Value Equity-7.757.35-7.503.759.1416.1311/08/2020
Target Date 2036 - 20400.009.891.923.668.1211.9811/08/2020
CHF Aggressive Allocation4.546.161.043.577.299.9211/08/2020
Global Bond - USD Hedged5.11-2.20-3.673.536.859.1311/08/2020
AUD Bond-4.89-3.44-3.813.50-1.0312.6127/04/2018
USD Moderate Allocation0.732.68-3.403.477.319.6611/08/2020
Global Bond - GBP Biased2.2710.244.013.434.429.1111/08/2020
Global Flexible Bond - USD Hedged3.840.31-4.293.367.509.3111/08/2020
Islamic Global Bond1.020.66-4.043.368.5610.9811/08/2020
Asia Bond - Local Currency2.98-0.84-3.523.287.258.0311/08/2020
USD High Yield Bond1.213.25-4.163.187.989.7011/08/2020
USD Cautious Allocation2.620.46-3.793.156.728.5011/08/2020
GBP Adventurous Allocation-3.589.050.493.146.3613.2411/08/2020
Target Date 2026 - 20302.797.971.253.137.519.5411/08/2020
USD Flexible Allocation0.553.04-3.483.136.8610.4211/08/2020
USD Flexible Bond3.311.05-4.033.137.289.6411/08/2020
Asia-Pacific Equity0.408.332.913.129.3413.5011/08/2020
Global Inflation-Linked Bond - GBP Hedged4.913.863.653.093.314.2011/08/2020
Global Bond - CHF Hedged9.692.60-0.303.016.079.2111/08/2020
Global Emerging Markets Bond2.806.57-4.612.998.4511.8211/08/2020
RMB Bond4.27-2.72-2.292.986.697.7611/08/2020
Europe ex-UK Equity0.6115.332.462.977.7514.2611/08/2020
Global Equity Income-4.097.02-3.302.957.5312.9611/08/2020
Global High Yield Bond0.384.69-4.862.908.1510.2311/08/2020
Global Bond - ILS2.69-1.35-4.672.816.238.8811/08/2020
Global Flexible Bond - GBP Hedged2.575.913.692.803.316.4511/08/2020
GBP Moderately Adventurous Allocation-2.757.640.542.745.2111.3211/08/2020
EUR Aggressive Allocation - Global2.789.320.892.737.4811.4811/08/2020
GBP Flexible Bond2.065.383.112.704.106.4911/08/2020
Japan Large-Cap Equity-2.343.710.902.667.7013.4411/08/2020
Sector Equity Agriculture-1.6210.26-7.312.636.1414.5711/08/2020
Global Bond - GBP Hedged3.323.663.112.502.584.1811/08/2020
Global Emerging Markets Equity-0.9013.532.092.459.4715.7611/08/2020
GBP Cautious Allocation0.704.331.532.433.725.4211/08/2020
Asia High Yield Bond1.903.50-4.922.438.2110.9611/08/2020
Global Corporate Bond - EUR Hedged10.869.201.772.387.787.8011/08/2020
Global Inflation-Linked Bond4.62-1.71-3.752.375.967.9311/08/2020
Global Bond5.881.53-2.342.376.487.7711/08/2020
Global Flexible Bond3.122.11-3.862.317.218.3711/08/2020
CHF Moderate Allocation3.616.33-1.032.196.178.8111/08/2020
Netherlands Equity1.7815.770.722.1811.3916.4611/08/2020
Global Bond - USD Biased5.17-0.63-2.972.176.478.4211/08/2020
Convertible Bond - Global, EUR Hedged11.4211.965.182.166.788.5511/08/2020
Germany Small/Mid-Cap Equity7.7615.858.922.139.3217.2211/08/2020
Commodities - Softs27.951.4333.452.09-4.8726.4824/11/2016
HKD Bond4.04-3.91-4.072.085.459.0111/08/2020
Global Flexible Bond - CHF Hedged9.185.58-0.542.086.339.1111/08/2020
GBP High Yield Bond-1.548.801.342.083.9710.0411/08/2020
RMB Bond - Onshore3.29-4.75-3.042.064.207.9511/08/2020
GBP Moderately Cautious Allocation-0.105.211.182.033.526.4911/08/2020
EUR Subordinated Bond4.968.88-1.001.988.329.4311/08/2020
Global High Yield Bond - GBP Hedged-2.379.590.811.983.649.6211/08/2020
Target Date 2021 - 20255.496.950.741.976.497.4411/08/2020
RMB High Yield Bond3.80-0.25-5.191.92-9.1811/08/2020
Hong Kong Equity0.123.870.431.917.9115.6011/08/2020
Europe ex-UK Small/Mid-Cap Equity4.0118.505.381.909.7916.8611/08/2020
Global Emerging Markets Allocation-0.339.28-1.711.907.7512.0811/08/2020
EUR Government Bond8.215.51-2.571.896.567.3511/08/2020
Europe Bond7.406.66-1.681.896.736.9711/08/2020
GBP Moderate Allocation-2.516.670.301.823.809.1611/08/2020
Pacific ex-Japan Equity-5.799.30-8.041.798.4216.5011/08/2020
Global High Yield Bond - CHF Hedged3.909.26-2.461.786.5610.7411/08/2020
USD Diversified Bond - Short Term2.62-3.76-5.621.755.228.7211/08/2020
Europe Small-Cap Equity0.2416.255.541.739.5518.2911/08/2020
UK Small-Cap Equity-11.8711.211.431.696.0320.7211/08/2020
Sector Equity Natural Resources-1.2414.00-1.331.688.4822.8311/08/2020
GBP Flexible Allocation-2.376.940.591.583.299.6511/08/2020
Property - Indirect Europe-11.529.84-5.501.465.0815.3811/08/2020
CHF Cautious Allocation4.624.24-2.381.455.248.2511/08/2020
CAD Bond-5.50-1.93-2.591.44-0.2410.7427/04/2018
DKK Bond7.594.16-3.161.387.316.6011/08/2020
Global Bond - CHF Biased5.943.45-2.121.375.549.2411/08/2020
Sector Equity Communications10.719.846.821.374.4113.8411/08/2020
EUR Moderate Allocation - Global3.108.25-1.511.376.488.6411/08/2020
Japan Small/Mid-Cap Equity-3.803.89-1.671.3611.3717.0411/08/2020
SEK Moderate Allocation7.1912.444.381.356.9710.3211/08/2020
Target Date 2016 - 20204.854.25-1.271.345.796.7711/08/2020
Sector Equity Infrastructure-5.536.04-6.111.327.8014.8411/08/2020
Global Inflation-Linked Bond - EUR Hedged10.656.40-0.661.306.767.7011/08/2020
Global Emerging Markets Corporate Bond - EUR Biased6.9213.21-0.831.298.0010.7611/08/2020
CHF Bond6.240.93-4.881.294.839.4611/08/2020
USD Money Market - Short Term1.71-5.52-6.621.274.698.7211/08/2020
JPY Bond2.31-5.29-11.031.268.2910.6311/08/2020
Japan Flex-Cap Equity-4.103.46-0.101.268.3815.1711/08/2020
Asia-Pacific ex-Japan Equity Income-4.947.62-5.111.258.0314.3411/08/2020
Asia ex-Japan Small/Mid-Cap Equity2.9713.001.811.226.8318.1211/08/2020
EUR Corporate Bond6.286.64-3.341.216.987.0211/08/2020
Europe Large-Cap Blend Equity-2.2412.83-0.191.205.6413.7111/08/2020
USD Money Market1.77-5.43-6.591.194.578.6611/08/2020
Target Date 2011 - 20156.366.161.221.125.557.5611/08/2020
SEK Flexible Allocation6.1413.224.711.116.5512.5711/08/2020
EUR Diversified Bond6.885.74-3.081.056.426.9411/08/2020
Global Large-Cap Value Equity-6.377.94-4.111.006.6714.3311/08/2020
Brazil Equity-30.5332.42-30.470.9411.2334.3411/08/2020
DKK Domestic Bond7.083.86-3.460.906.836.3811/08/2020
EUR Flexible Allocation - Global2.137.88-2.000.805.839.9511/08/2020
Global Bond - EUR Hedged8.806.15-1.200.786.107.1511/08/2020
Eurozone Small-Cap Equity1.9214.284.740.7710.5017.7411/08/2020
Europe Flex-Cap Equity-0.2514.341.920.736.7415.7811/08/2020
EUR Inflation-Linked Bond6.288.28-3.340.725.977.4911/08/2020
Global High Yield Bond - EUR Hedged3.9412.11-2.510.677.539.7811/08/2020
EUR High Yield Bond2.7110.83-3.650.677.849.2111/08/2020
Global Flexible Bond - EUR Hedged7.038.60-1.900.646.607.9411/08/2020
GBP Diversified Bond - Short Term0.690.710.800.630.620.9911/08/2020
EUR Aggressive Allocation0.269.09-2.230.636.3111.5111/08/2020
Global Bond - EUR Biased6.394.95-2.950.625.856.8811/08/2020
Property - Indirect Global-12.974.76-14.960.615.5215.5711/08/2020
CHF Money Market6.550.03-2.640.574.178.1111/08/2020
Global Emerging Markets Bond - EUR Biased5.9414.61-2.780.557.8112.0911/08/2020
EUR Cautious Allocation4.216.56-3.100.505.696.8411/08/2020
GBP Money Market - Short Term0.260.040.470.460.340.1011/08/2020
CHF Bond - Short Term6.510.20-3.390.443.988.3111/08/2020
Emerging Europe Bond2.515.70-4.390.436.368.8711/08/2020
GBP Money Market0.230.060.450.430.340.1111/08/2020
EUR Cautious Allocation - Global4.406.68-2.680.435.786.9511/08/2020
EUR Flexible Bond4.566.87-3.620.405.807.2911/08/2020
Property - Direct UK-3.94-0.90-4.530.331.152.9611/08/2020
Canada Equity-2.424.19-5.570.253.0217.5611/08/2020
EUR Moderate Allocation2.118.06-2.720.125.558.8511/08/2020
Germany Equity-0.4218.811.600.116.5417.7611/08/2020
France Equity-11.4812.31-10.200.065.8015.6811/08/2020
UK Mid-Cap Equity-15.6811.54-1.410.023.2320.2811/08/2020
Emerging Europe Equity-16.7210.08-14.20-0.078.4620.8411/08/2020
Global Emerging Markets Bond - Local Currency-3.971.90-8.86-0.116.4311.0011/08/2020
Sector Equity Financial Services-8.9011.23-7.40-0.116.0919.6411/08/2020
Eurozone Large-Cap Equity-3.0715.86-1.98-0.125.9014.9711/08/2020
EUR Flexible Allocation1.358.58-2.93-0.205.2710.2811/08/2020
Property - Direct Europe4.792.33-4.55-0.214.997.9711/08/2020
EUR Corporate Bond - Short Term5.495.12-3.52-0.235.476.0611/08/2020
Global Emerging Markets Small/Mid-Cap Equity-1.2014.14-1.06-0.236.8618.3911/08/2020
Korea Equity10.5421.5317.14-0.273.8017.2411/08/2020
Eurozone Flex-Cap Equity-2.3211.99-3.42-0.346.7315.7211/08/2020
EUR Government Bond - Short Term6.033.53-3.71-0.454.716.6611/08/2020
Eurozone Mid-Cap Equity-3.2615.14-2.57-0.467.1717.0811/08/2020
EUR Diversified Bond - Short Term5.774.12-3.49-0.524.896.1211/08/2020
Vietnam Equity-6.99-0.81-16.88-0.537.4923.4611/08/2020
Commodities - Livestock0.070.955.82-0.58-3.8819.9124/11/2016
Norway Equity-8.2523.47-6.43-0.608.9022.5311/08/2020
Convertible Bond - Europe5.287.61-1.71-0.645.367.2011/08/2020
EUR Ultra Short-Term Bond5.813.37-3.39-0.654.695.9711/08/2020
EUR Money Market5.842.76-3.43-0.694.586.0511/08/2020
Property - Indirect Asia-14.79-1.56-17.30-0.735.4316.2411/08/2020
EUR Money Market - Short Term5.822.56-3.50-0.804.476.1111/08/2020
Property - Direct Global3.062.18-4.77-0.854.057.3511/08/2020
SEK Cautious Allocation7.479.861.72-0.884.779.2411/08/2020
Global Bond - NOK Hedged2.9211.33-5.06-1.015.2311.5411/08/2020
Property - Indirect North America-14.964.12-20.91-1.034.0419.4811/08/2020
UK Flex-Cap Equity-16.018.58-6.58-1.142.3818.6911/08/2020
NOK Moderate Allocation0.3913.16-3.75-1.264.7313.7411/08/2020
SEK Bond9.716.920.21-1.354.449.3711/08/2020
NOK Cautious Allocation0.2211.73-5.49-1.584.2512.4211/08/2020
NOK Bond4.088.33-4.60-1.624.2110.5211/08/2020
Thailand Equity-16.331.92-24.56-1.676.5220.9511/08/2020
UK Large-Cap Equity-16.206.87-9.87-1.671.8815.5011/08/2020
Africa & Middle East Equity-13.314.89-20.39-1.721.3017.9511/08/2020
Europe Equity Income-7.8312.80-5.61-1.744.0514.2911/08/2020
Italy Equity-5.0319.160.08-1.842.8817.7411/08/2020
SEK Corporate Bond6.919.710.02-2.134.3510.1111/08/2020
NOK Bond - Short Term0.399.32-6.80-2.333.7510.5011/08/2020
India Equity-7.7215.94-9.46-2.355.4123.3911/08/2020
ASEAN Equity-13.197.09-18.81-2.684.6716.9611/08/2020
SEK Ultra Short-Term Bond8.496.440.76-2.793.179.0511/08/2020
Commodities - Broad Basket-4.8515.67-7.93-3.120.5914.2011/08/2020
UK Equity Income-18.796.31-10.47-3.350.5216.4211/08/2020
NOK High Yield Bond-6.0714.22-12.51-3.354.4217.5811/08/2020
Europe Large-Cap Value Equity-10.4512.74-7.82-3.413.1015.5911/08/2020
Singapore Equity-18.38-1.77-20.91-4.633.5716.7311/08/2020
Spain Equity-13.0012.98-14.74-4.732.9116.2111/08/2020
Poland Equity-0.3023.64-3.47-5.523.1420.1611/08/2020
Africa Equity-16.590.53-18.59-5.80-1.8917.5111/08/2020
Latin America Equity-28.4119.14-29.85-6.234.4228.1711/08/2020
Global Frontier Markets Equity-14.934.28-20.48-6.631.7518.0911/08/2020
Greece Equity-23.436.82-25.36-6.943.8624.1511/08/2020
Emerging Europe ex-Russia Equity-17.318.82-20.23-7.693.7718.1211/08/2020
South Africa & Namibia Equity-22.3910.38-19.04-8.60-1.5223.3711/08/2020
Austria Equity-23.502.15-23.68-9.584.0121.1311/08/2020
Sector Equity Energy-27.433.17-31.20-10.16-3.6925.6611/08/2020
Property - Direct Other4.211.62-9.75-10.33-27.3013.5011/08/2020
Indonesia Equity-21.5910.21-30.30-10.340.5724.8111/08/2020
Commodities - Grains-7.120.86-3.72-10.39-16.2711/06/2020
Commodities - Broad Agriculture-14.22-7.07-20.59-13.05-7.4411.3215/06/2020
France Small/Mid-Cap Equity-26.7413.93-27.94-15.32-4.3618.3611/08/2020
Turkey Equity-18.972.39-20.83-18.62-6.6335.6011/08/2020
Commodities - Energy-54.1937.98-52.48-21.25-43.4804/08/2020
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-26.64----06/07/2020
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-----15.5811/08/2020
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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