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Russell Inv LifePoints Equity Gr StratR5 (RELVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.50+0.08 (+0.55%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.10%
5-year average return7.26%
Number of years up17
Number of years down8
Best 1-yr total return (4 Jul 2024)30.39%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return30.39%
Worst 3-yr total return1.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRELVXCategory
YTD8.47%11.35%
1-month1.13%0.99%
3-month1.02%5.92%
1-year15.44%32.83%
3-year4.07%11.75%
5-year7.14%11.53%
10-year5.53%8.98%
Last bull market22.09%17.67%
Last bear market-14.88%-15.71%

Annual total return (%) history

Year
RELVXCategory
2024
N/AN/A
2023
18.70%N/A
2022
-17.24%N/A
2021
20.42%N/A
2020
4.05%13.51%
2019
18.41%21.35%
2018
-9.71%-7.93%
2017
15.56%15.80%
2016
10.65%7.93%
2015
-4.14%-2.77%
2014
2.93%5.71%
2013
19.39%21.31%
2012
14.67%13.42%
2011
-7.20%-3.80%
2010
13.52%13.49%
2009
30.39%29.37%
2008
-42.21%-34.34%
2007
7.11%7.43%
2006
18.27%13.07%
2005
9.78%7.35%
2004
14.62%10.93%
2003
33.74%25.10%
2002
-19.26%-14.51%
2001
-12.48%-9.67%
2000
-7.02%-1.68%
1999
21.58%20.12%
1998
N/A10.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.38%1.02%N/AN/A
20236.09%5.13%-3.61%10.41%
2022-5.06%-14.88%-6.93%10.03%
20218.16%5.27%-0.83%6.65%
2020-23.84%14.50%3.05%15.80%
20199.55%2.22%0.56%5.15%
2018-0.54%0.16%1.89%-11.04%
20174.97%3.04%3.89%2.85%
20160.28%1.67%5.18%3.18%
20151.97%0.12%-9.22%3.42%
20141.17%3.90%-3.27%1.23%
20135.81%-0.59%6.65%6.43%
201211.50%-5.88%6.28%2.81%
20114.73%0.00%-17.73%7.71%
20104.43%-12.15%13.29%9.21%
2009-12.48%20.31%17.80%5.12%
2008-9.99%-1.21%-13.85%-24.56%
20071.79%5.46%2.66%-2.81%
20067.25%-2.00%4.11%8.09%
2005-1.99%2.32%6.44%2.83%
20043.61%-0.53%-0.77%12.08%
2003-3.89%16.88%5.33%13.03%
20021.68%-9.11%-17.58%6.00%
2001-11.98%5.87%-15.52%11.18%
20002.75%-2.78%-0.27%-6.66%
19991.79%8.13%-4.57%15.75%
19980.04%-13.85%17.51%N/A

Rank in category (by total return)

YTD32
1-month48
3-month51
1-year29
3-year25
5-year76

Load adjusted returns

1-year15.44%
3-year4.07%
5-year7.14%
10-year5.53%