YCharts Category Benchmarks
These are the Ycharts category benchmarks used to calculate the Ycharts category risk metrics.
Please see the assigned category, benchmark index, and morningstar global category name:
| YCharts Categorization | Benchmark Index | Morningstar Global Category Name |
| Africa Equity | MSCI South Africa | Africa Equity |
| Asia Equity | MSCI AC Asia | Asia Equity |
| Australia Equity | MSCI Australia | Australia & New Zealand Equity |
| Canada Bond | Bloomberg Global Aggregate CAD | Canada Fixed Income |
| Canada Large Cap | S&P/TSX 60 Index | Canadian Equity Large Cap |
| Canada Mid/Small Cap Equity | S&P/TSX SmallCap Index | Canadian Equity Mid/Small Cap |
| China Equity | MSCI China Total Return | Greater China Equity |
Commodities | Commodities Specified | |
| Commodities Broad Basket | ||
| Commodities Precious Metals | ||
| Communications Equity | S&P 1500 Communication Services (Sector) Total Return | Communications Sector Equity |
| Consumer Services Equity | S&P 1500 Consumer Staples (Sector) Total Return | Consumer Goods & Services Sector Equity |
| Credit | Bloomberg US Credit | Long/Short Credit |
| Currency | ICE US Dollar Index | Currency |
| Emerging Markets | MSCI Emerging Markets Total Return | Global Emerging Markets Equity |
| Emerging Markets Bond | Bloomberg EM USD Aggregate | Emerging Markets Fixed Income |
| Emerging Markets Europe | MSCI Emerging Markets Europe | Europe Emerging Markets Equity |
| Energy Equity | S&P 1500 Energy (Sector) Total Return | Energy Sector Equity |
| Europe Large Cap | MSCI Europe Total Return | Europe Equity Large Cap |
| Europe Mid/Small Cap Equity | MSCI Europe Total Return | Europe Equity Mid/Small Cap |
| Financials Equity | S&P 1500 Financials (Sector) Total Return | Financials Sector Equity |
Global Equity Large Cap | Global Macro | |
| Global Equity Large Cap | ||
| Global Equity Mid/Small Cap | MSCI ACWI Mid Cap | Global Equity Mid/Small Cap |
Global Fixed Income | Global Fixed Income | |
| Fixed Income Miscellaneous | ||
| Healthcare Equity | S&P 1500 Health Care (Sector) Total Return | Healthcare Sector Equity |
| High Yield Bond | Bloomberg US Corporate High Yield | High Yield Fixed Income |
| India Equity | MSCI India | India Equity |
| Industrials Equity | S&P 1500 Industrials (Sector) Total Return | Industrials Sector Equity |
| Infrastructure Equity | MSCI ACWI Infrastructure | Infrastructure Sector Equity |
| Japan Equity | MSCI Japan Total Return | Japan Equity |
| Korea Equity | MSCI Korea | Korea Equity |
| Latin America Equity | MSCI Emerging Markets Latin America | Latin America Equity |
| Metals Equity | MSCI World Metals & Mining Total Return | Precious Metals Sector Equity |
| Mexico Equity | MSCI Mexico | Mexico Equity |
| Money Market | Bloomberg US Treasury Bills 1-3 Month | US Money Market |
| Natural Resources Equity | S&P BMI North American Natural Resources Index Net Total Return | Natural Resources Sector Equity |
Real Estate Equity | Real Estate Sector Equity | |
| Property-Direct | ||
Target Allocation | Moderate Allocation | |
| Cautious Allocation | ||
| Aggressive Allocation | ||
| Target Date | S&P 500 Total Return | Target Date |
| Technology Equity | S&P 1500 Information Technology (Sector) Total Return | Technology Sector Equity |
| Thailand Equity | MSCI Thailand | Thailand Equity |
| UK Equity | MSCI United Kingdom | UK Equity Large Cap |
| US Fixed Income | Bloomberg Barclays US Aggregate | US Fixed Income |
| US Large Cap Blend | S&P 500 Total Return | US Equity Large Cap Blend |
| US Large Cap Growth | Russell 1000 Growth Total Return | US Equity Large Cap Growth |
| US Large Cap Value | Russell 1000 Value Total Return | US Equity Large Cap Value |
| US Mid Cap | Russell Midcap Total Return | US Equity Mid Cap |
| US Municipal Bond | Bloomberg Barclays Municipal Bond | US Municipal Fixed Income |
| US Small Cap | Russell 2000 Total Return | US Equity Small Cap |
| Utilities Equity | S&P 500 Utilities (Sector) Total Return | Utilities Sector Equity |