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skills/datapoint-finder/references/buckets/perf-return-rankings.md
3.16 KB · Sep 30, 2026 · 22:50 UTC
# Return Rankings & Percentiles
Morningstar datapoints for **Performance & Returns → Return Rankings & Percentiles**.
| Datapoint name |
|---|
| # Investments in Category (Mo-End) |
| # Investments in Category for 1 Month (Mo-End) |
| # Investments in Category for 1 Year (Mo-End) |
| # Investments in Category for 10 Year (Mo-End) |
| # Investments in Category for 3 Month (Mo-End) |
| # Investments in Category for 3 Year (Mo-End) |
| # Investments in Category for 5 Year (Mo-End) |
| # Investments in Category for 6 Month (Mo-End) |
| # Investments in Category for YTD (Mo-End) |
| Annual Ret % Rank Cat {year-10} |
| Annual Ret % Rank Cat {year-1} |
| Annual Ret % Rank Cat {year-2} |
| Annual Ret % Rank Cat {year-3} |
| Annual Ret % Rank Cat {year-4} |
| Annual Ret % Rank Cat {year-5} |
| Annual Ret % Rank Cat {year-6} |
| Annual Ret % Rank Cat {year-7} |
| Annual Ret % Rank Cat {year-8} |
| Annual Ret % Rank Cat {year-9} |
| Annual Ret % Rank Cat {year} |
| Bear Market Rank % (Mo-End) |
| Gross Ret % Rank Cat 1 Mo (Mo-End) |
| Gross Ret % Rank Cat 1 Yr (Mo-End) |
| Gross Ret % Rank Cat 10 Yr (Mo-End) |
| Gross Ret % Rank Cat 3 Mo (Mo-End) |
| Gross Ret % Rank Cat 3 Yr (Mo-End) |
| Gross Ret % Rank Cat 5 Yr (Mo-End) |
| Gross Ret % Rank Cat 6 Mo (Mo-End) |
| Gross Ret % Rank Cat YTD (Mo-End) |
| Market Ret % Rank Cat 1 Mo (Mo-End) |
| Market Ret % Rank Cat 1 Yr (Mo-End) |
| Market Ret % Rank Cat 10 Yr (Mo-End) |
| Market Ret % Rank Cat 3 Mo (Mo-End) |
| Market Ret % Rank Cat 3 Yr (Mo-End) |
| Market Ret % Rank Cat 5 Yr (Mo-End) |
| Market Ret % Rank Cat 6 Mo (Mo-End) |
| Market Ret % Rank Cat YTD (Mo-End) |
| Net Ret % Rank Cat 1 Mo (Mo-End) |
| Net Ret % Rank Cat 1 Yr (Mo-End) |
| Net Ret % Rank Cat 10 Yr (Mo-End) |
| Net Ret % Rank Cat 3 Mo (Mo-End) |
| Net Ret % Rank Cat 3 Yr (Mo-End) |
| Net Ret % Rank Cat 5 Yr (Mo-End) |
| Net Ret % Rank Cat 6 Mo (Mo-End) |
| Net Ret % Rank Cat YTD (Mo-End) |
| Ranking # of Investments 1 Mo (Mo-End) |
| Ranking # of Investments 1 Yr (Mo-End) |
| Ranking # of Investments 10 Yr (Mo-End) |
| Ranking # of Investments 3 Mo (Mo-End) |
| Ranking # of Investments 3 Yr (Mo-End) |
| Ranking # of Investments 5 Yr (Mo-End) |
| Ranking # of Investments 6 Mo (Mo-End) |
| Ranking # of Investments YTD (Mo-End) |
| Ret % Rank Cat 1 Mo (Mo-End) |
| Ret % Rank Cat 1 Yr (Mo-End) |
| Ret % Rank Cat 10 Yr (Mo-End) |
| Ret % Rank Cat 3 Mo (Mo-End) |
| Ret % Rank Cat 3 Yr (Mo-End) |
| Ret % Rank Cat 5 Yr (Mo-End) |
| Ret % Rank Cat 6 Mo (Mo-End) |
| Ret % Rank Cat YTD (Mo-End) |
| Total Ret % Rank Cat 1 Day (Daily) |
| Total Ret % Rank Cat 1 Mo (Daily) |
| Total Ret % Rank Cat 1 Mo (Mo-End) |
| Total Ret % Rank Cat 1 Yr (Daily) |
| Total Ret % Rank Cat 1 Yr (Mo-End) |
| Total Ret % Rank Cat 10 Yr (Daily) |
| Total Ret % Rank Cat 10 Yr (Mo-End) |
| Total Ret % Rank Cat 2 Yr (Daily) |
| Total Ret % Rank Cat 3 Mo (Daily) |
| Total Ret % Rank Cat 3 Mo (Mo-End) |
| Total Ret % Rank Cat 3 Yr (Daily) |
| Total Ret % Rank Cat 3 Yr (Mo-End) |
| Total Ret % Rank Cat 5 Yr (Daily) |
| Total Ret % Rank Cat 5 Yr (Mo-End) |
| Total Ret % Rank Cat 6 Mo (Daily) |
| Total Ret % Rank Cat 6 Mo (Mo-End) |
| Total Ret % Rank Cat YTD (Daily) |
| Total Ret % Rank Cat YTD (Mo-End) |
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