The Return vs. Category chart shows how the total return of a single investment matches up to the returns of its category (peer group) each year for up to the past 10 years. The chart is split into quartiles, and the range for 90% of the category is shown to illustrate outliers.
A Return vs. Category chart can be created in multiple ways; from the top menu or from the Research, Workspace, or Portfolio Management tabs.
To create the Return vs. Category chart from the top menu:
From the top menu of Morningstar Office, click on New, Charts, Return vs. Category to open the Select Investments dialog box.
Select the method you will use to identify the investments for your chart.
Under Name/Ticker/ISIN/CUSIP/SecId, select the following:
Single Investment and enter Investment Name/Ticker/ISIN/CUSIP/SecId into the text box, or
Multiple Investments and click OK to access the Find Investments dialogue box.
Select from Universe or saved Lists or Searches.
Select Find by method (Name/Ticker/ISIN/CUSIP/SecId).
Enter Investment and click Go.
Note: Your search can include both Morningstar-tracked securities and user-defined securities.
Click Search Criteria to enter a complex query to find a group of investments. When you click this option, click the arrow to select the investment universe you will search in. Click OK. The Search dialog box opens.
Click My Lists to select items from one of your saved investment lists. When you click this option, click the arrow to select which investment list you want to choose securities from.
When you have selected the desired investments, click OK.
The selected investments are displayed on the chart.
To create a Return vs. Category chart from the Research, Workspace, or Portfolio Management tabs:
In the left navigation pane, click the Research, Workspace, or Portfolio Management tab.
Drill down until you get to the list of investments.
Under Research, select the Universe category, then the universe to open the associated investments. (Refer to the Chart Availability Matrix for specific universes where this chart is available.)
Under Workspace, go to Investment Lists, My Lists to open the associated investments.
Under Portfolio Management, go to the Accounts or Securities in Accounts page to view the list of investments.
Select up to ten items.
From the Action menu, point to Charts (Portfolio Graphs in Portfolio Management, Accounts page), and click Return vs. Category. The scatterplot chart appears.
Point to any dot on the chart to view the investment name, time period, and return figure.
To change the Peer Group for comparison, click the lookup icon and select a different investment.
See Also