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Russell Inv LifePoints Growth Strat R5 (RALVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.22+0.04 (+0.33%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.37%
5-year average return6.83%
Number of years up17
Number of years down8
Best 1-yr total return (16 Jun 2024)28.59%
Worst 1-yr total return (16 Jun 2024)N/A
Best 3-yr total return28.59%
Worst 3-yr total return1.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRALVXCategory
YTD6.32%11.35%
1-month3.77%0.99%
3-month2.99%5.92%
1-year18.02%32.83%
3-year2.94%11.75%
5-year7.04%11.53%
10-year5.07%8.98%
Last bull market20.57%17.67%
Last bear market-13.92%-15.71%

Annual total return (%) history

Year
RALVXCategory
2024
N/AN/A
2023
17.20%N/A
2022
-16.76%N/A
2021
17.53%N/A
2020
6.13%13.51%
2019
15.32%21.35%
2018
-7.80%-7.93%
2017
13.56%15.80%
2016
9.36%7.93%
2015
-3.80%-2.77%
2014
3.33%5.71%
2013
16.15%21.31%
2012
13.24%13.42%
2011
-5.61%-3.80%
2010
13.76%13.49%
2009
28.59%29.37%
2008
-36.25%-34.34%
2007
6.76%7.43%
2006
15.27%13.07%
2005
8.09%7.35%
2004
12.60%10.93%
2003
28.19%25.10%
2002
-13.95%-14.51%
2001
-8.54%-9.67%
2000
-4.14%-1.68%
1999
17.69%20.12%
1998
N/A10.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.56%N/AN/AN/A
20235.66%4.54%-3.64%10.11%
2022-5.09%-13.92%-6.58%9.07%
20216.74%4.92%-0.77%5.76%
2020-20.73%13.65%2.23%15.22%
20197.81%2.04%0.50%4.30%
2018-0.47%-0.08%1.35%-8.52%
20174.23%2.74%3.49%2.47%
20160.62%1.71%4.56%2.20%
20151.85%-0.21%-8.03%2.91%
20141.44%3.78%-2.99%1.17%
20135.14%-0.95%5.72%5.50%
201210.05%-4.75%5.56%2.33%
20114.23%0.22%-15.24%6.61%
20104.37%-9.17%11.41%7.70%
2009-10.01%17.83%15.85%4.68%
2008-8.07%-1.09%-11.83%-20.49%
20071.77%4.15%2.66%-1.89%
20065.75%-1.72%4.05%6.59%
2005-1.79%2.49%4.94%2.33%
20043.33%-0.86%0.10%9.80%
2003-3.04%14.75%4.26%10.50%
20021.69%-6.53%-14.03%5.32%
2001-9.17%4.80%-12.10%9.32%
20002.62%-2.10%0.07%-4.65%
19991.03%6.71%-3.44%13.05%
1998-0.08%-11.63%14.33%N/A

Rank in category (by total return)

YTD49
1-month35
3-month37
1-year55
3-year55
5-year88

Load adjusted returns

1-year18.02%
3-year2.94%
5-year7.04%
10-year5.07%