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Russell Inv US Core Equity C (REQSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.86+0.04 (+0.17%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.17%
5-year average return9.72%
Number of years up11
Number of years down4
Best 1-yr total return (27 Jun 2024)30.58%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return30.58%
Worst 3-yr total return6.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnREQSXCategory
YTD7.15%4.44%
1-month2.64%-4.04%
3-month4.22%4.09%
1-year21.01%14.37%
3-year4.98%6.04%
5-year11.51%9.20%
10-year9.29%8.57%
Last bull market21.51%22.97%
Last bear market-12.33%-11.27%

Annual total return (%) history

Year
REQSXCategory
2024
N/AN/A
2023
11.05%11.63%
2022
-9.76%-5.90%
2021
26.03%26.22%
2020
7.75%2.91%
2019
28.01%25.04%
2018
-7.33%-8.53%
2017
19.87%15.94%
2016
10.24%14.81%
2015
-0.71%-4.05%
2014
10.52%10.21%
2013
30.58%31.21%
2012
14.67%14.57%
2011
-4.01%-0.75%
2010
14.22%13.66%
2009
28.20%24.13%
2008
N/A-37.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.50%N/AN/AN/A
20230.92%3.20%-2.14%8.96%
2022-1.62%-12.33%-7.23%12.77%
20219.70%6.23%-1.13%9.39%
2020-25.45%17.60%5.97%15.97%
201912.56%3.32%1.65%8.28%
2018-1.42%2.73%5.63%-13.37%
20175.37%3.17%3.58%6.46%
2016-0.64%1.89%4.64%4.06%
20150.90%0.13%-7.23%5.94%
20141.63%3.41%0.66%4.46%
201310.20%1.93%5.91%9.77%
201213.54%-5.68%6.76%0.30%
20115.35%-1.36%-16.91%11.17%
20105.21%-12.40%10.81%11.84%
2009-8.94%15.65%16.08%4.87%
2008-25.21%N/AN/AN/A

Rank in category (by total return)

YTD60
1-month69
3-month41
1-year64
3-year76
5-year48

Load adjusted returns

1-year21.01%
3-year4.98%
5-year11.51%
10-year9.29%