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Russell Inv US Defensive Equity C (REQCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.42+0.01 (+0.02%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.77%
5-year average return11.33%
Number of years up13
Number of years down2
Best 1-yr total return (16 May 2024)29.16%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return29.16%
Worst 3-yr total return5.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnREQCXCategory
YTD3.15%5.31%
1-month-4.88%-4.19%
3-month1.55%3.90%
1-year14.69%20.31%
3-year5.13%6.48%
5-year9.84%11.78%
10-year9.57%10.96%
Last bull market23.18%25.56%
Last bear market-13.35%-15.11%

Annual total return (%) history

Year
REQCXCategory
2024
N/AN/A
2023
18.25%22.32%
2022
-14.80%-16.96%
2021
24.23%26.07%
2020
12.31%15.83%
2019
26.39%28.78%
2018
-3.41%-6.27%
2017
17.06%20.44%
2016
9.21%10.37%
2015
1.28%-1.07%
2014
11.74%10.96%
2013
29.16%31.50%
2012
10.50%14.96%
2011
3.35%-1.27%
2010
11.36%14.01%
2009
21.78%28.17%
2008
N/A-37.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.44%N/AN/AN/A
20235.15%5.33%-4.12%11.35%
2022-4.97%-13.35%-4.86%8.76%
20215.77%6.26%-0.20%10.76%
2020-17.38%15.78%6.71%10.02%
201910.96%3.33%2.63%7.42%
2018-0.92%2.17%6.60%-10.49%
20174.73%2.26%3.09%6.02%
20162.47%2.86%0.94%2.66%
20150.60%-1.02%-4.01%5.96%
20141.74%3.88%0.55%5.14%
201311.86%2.01%3.24%9.64%
201212.74%-4.42%4.46%-1.84%
20117.73%1.36%-15.40%11.87%
20104.66%-12.46%9.89%10.61%
2009-12.58%15.21%13.62%6.42%
2008-21.90%N/AN/AN/A

Rank in category (by total return)

YTD83
1-month82
3-month88
1-year83
3-year79
5-year85

Load adjusted returns

1-year14.69%
3-year5.13%
5-year9.84%
10-year9.57%