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Russell Inv LifePoints Growth Strat S (RALSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.59-0.02 (-0.16%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.85%
5-year average return7.19%
Number of years up16
Number of years down7
Best 1-yr total return (25 Jun 2024)29.28%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return29.28%
Worst 3-yr total return1.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRALSXCategory
YTD6.48%11.35%
1-month3.76%0.99%
3-month3.06%5.92%
1-year18.46%32.83%
3-year3.39%11.75%
5-year7.51%11.53%
10-year5.53%8.98%
Last bull market20.73%17.67%
Last bear market-13.81%-15.71%

Annual total return (%) history

Year
RALSXCategory
2024
N/AN/A
2023
17.62%N/A
2022
-16.35%N/A
2021
18.12%N/A
2020
6.56%13.51%
2019
15.93%21.35%
2018
-7.39%-7.93%
2017
14.06%15.80%
2016
9.79%7.93%
2015
-3.30%-2.77%
2014
3.69%5.71%
2013
16.48%21.31%
2012
13.68%13.42%
2011
-5.28%-3.80%
2010
14.30%13.49%
2009
29.28%29.37%
2008
-35.96%-34.34%
2007
7.27%7.43%
2006
15.88%13.07%
2005
8.70%7.35%
2004
13.20%10.93%
2003
28.74%25.10%
2002
-13.57%-14.51%
2001
-8.11%-9.67%
2000
N/A-1.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.64%N/AN/AN/A
20235.73%4.60%-3.43%10.13%
2022-4.99%-13.81%-6.55%9.32%
20216.87%4.98%-0.58%5.90%
2020-20.65%13.79%2.30%15.36%
20197.99%2.19%0.58%4.45%
2018-0.31%0.00%1.46%-8.44%
20174.37%2.91%3.46%2.64%
20160.70%1.81%4.65%2.34%
20151.92%-0.02%-7.98%3.12%
20141.52%3.85%-2.88%1.26%
20135.11%-0.77%5.78%5.57%
201210.10%-4.64%5.71%2.43%
20114.30%0.30%-15.18%6.75%
20104.46%-9.02%11.51%7.85%
2009-9.85%17.89%16.06%4.80%
2008-7.96%-0.96%-11.75%-20.40%
20071.85%4.26%2.85%-1.78%
20065.91%-1.59%4.16%6.74%
2005-1.59%2.61%5.14%2.39%
20043.54%-0.75%0.20%9.93%
2003-2.91%14.85%4.49%10.49%
20021.91%-6.43%-14.13%5.55%
2001-9.06%4.87%-11.98%9.46%
2000-1.95%0.22%-4.52%N/A

Rank in category (by total return)

YTD42
1-month37
3-month33
1-year50
3-year39
5-year84

Load adjusted returns

1-year18.46%
3-year3.39%
5-year7.51%
10-year5.53%