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Russell Inv LifePoints Equity Gr StratR1 (RELRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.48+0.09 (+0.58%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.36%
5-year average return7.80%
Number of years up12
Number of years down5
Best 1-yr total return (4 Jul 2024)31.11%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return31.11%
Worst 3-yr total return1.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRELRXCategory
YTD8.64%11.35%
1-month1.12%0.99%
3-month1.07%5.92%
1-year15.95%32.83%
3-year4.58%11.75%
5-year7.68%11.53%
10-year6.06%8.98%
Last bull market22.45%17.67%
Last bear market-14.82%-15.71%

Annual total return (%) history

Year
RELRXCategory
2024
N/AN/A
2023
19.30%N/A
2022
-16.76%N/A
2021
21.01%N/A
2020
4.53%13.51%
2019
19.06%21.35%
2018
-9.32%-7.93%
2017
16.22%15.80%
2016
11.18%7.93%
2015
-3.66%-2.77%
2014
3.51%5.71%
2013
19.93%21.31%
2012
15.25%13.42%
2011
-6.82%-3.80%
2010
14.10%13.49%
2009
31.11%29.37%
2008
-41.94%-34.34%
2007
7.64%7.43%
2006
N/A13.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.49%1.07%N/AN/A
20236.14%5.31%-3.57%10.68%
2022-4.91%-14.82%-6.84%10.31%
20218.27%5.41%-0.68%6.75%
2020-23.73%14.53%3.27%15.87%
20199.74%2.28%0.69%5.35%
2018-0.45%0.30%2.01%-10.97%
20175.13%3.13%4.06%3.02%
20160.46%1.82%5.21%3.31%
20152.16%0.16%-9.10%3.57%
20141.40%3.98%-3.14%1.36%
20135.94%-0.45%6.76%6.53%
201211.73%-5.79%6.30%3.00%
20114.81%0.10%-17.64%7.83%
20104.57%-12.01%13.35%9.39%
2009-12.38%20.38%18.00%5.35%
2008-9.81%-1.07%-13.75%-24.56%
20071.93%5.58%2.85%-2.74%
20064.31%8.12%N/AN/A

Rank in category (by total return)

YTD27
1-month49
3-month48
1-year24
3-year18
5-year63

Load adjusted returns

1-year15.95%
3-year4.58%
5-year7.68%
10-year6.06%