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Russell Inv LifePoints Balanced Strat C (RBLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.98+0.05 (+0.52%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.15%
5-year average return3.87%
Number of years up16
Number of years down8
Best 1-yr total return (2 Jul 2024)25.62%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return25.62%
Worst 3-yr total return-0.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRBLCXCategory
YTD5.39%9.69%
1-month1.01%0.91%
3-month0.62%5.21%
1-year10.83%27.06%
3-year1.01%11.00%
5-year3.90%10.26%
10-year3.34%8.34%
Last bull market17.22%15.58%
Last bear market-12.06%-12.16%

Annual total return (%) history

Year
RBLCXCategory
2024
N/AN/A
2023
13.43%N/A
2022
-16.65%N/A
2021
12.63%N/A
2020
3.63%11.72%
2019
13.00%19.23%
2018
-6.92%-5.76%
2017
9.44%13.21%
2016
8.14%7.34%
2015
-3.12%-1.93%
2014
3.69%6.21%
2013
11.12%16.48%
2012
11.33%11.72%
2011
-3.61%-0.11%
2010
12.49%11.83%
2009
25.62%24.13%
2008
-30.44%-28.00%
2007
5.97%5.99%
2006
12.03%11.29%
2005
6.12%5.13%
2004
9.98%8.86%
2003
20.96%20.35%
2002
-8.11%-12.02%
2001
-4.83%-5.05%
2000
-0.33%1.82%
1999
N/A10.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.74%0.62%N/AN/A
20234.83%2.89%-3.57%9.05%
2022-5.56%-12.06%-6.34%7.15%
20214.60%4.10%-0.78%4.25%
2020-17.98%11.52%1.21%11.94%
20196.69%1.74%0.76%3.33%
2018-0.36%-0.73%0.19%-6.08%
20173.28%2.15%2.58%1.12%
20161.13%2.05%3.57%1.17%
20151.66%-0.56%-6.12%2.08%
20141.44%3.26%-2.34%1.37%
20133.81%-1.43%4.31%4.11%
20127.94%-3.30%4.69%1.88%
20113.39%0.37%-11.58%5.04%
20104.03%-6.24%9.29%5.52%
2009-7.68%14.93%14.06%3.79%
2008-6.33%-1.11%-10.20%-16.37%
20071.59%2.76%2.58%-1.04%
20064.10%-1.36%3.78%5.12%
2005-1.58%2.43%3.43%1.77%
20043.02%-1.34%0.70%7.45%
2003-1.92%10.75%3.36%7.74%
20020.97%-3.88%-9.11%4.17%
2001-6.09%3.28%-7.49%6.07%
20002.16%-0.96%0.76%-2.24%
19994.25%-2.56%8.70%N/A

Rank in category (by total return)

YTD66
1-month64
3-month68
1-year70
3-year86
5-year93

Load adjusted returns

1-year10.83%
3-year1.01%
5-year3.90%
10-year3.34%