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Russell Inv US Defensive Equity Y (REUYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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45.38+0.03 (+0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.83%
5-year average return11.61%
Number of years up18
Number of years down5
Best 1-yr total return (23 Apr 2024)30.75%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return30.75%
Worst 3-yr total return7.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnREUYXCategory
YTD8.75%14.84%
1-month3.04%1.65%
3-month8.75%7.55%
1-year23.45%40.47%
3-year9.98%16.77%
5-year13.01%16.15%
10-year11.55%13.21%
Last bull market35.65%24.09%
Last bear market-13.09%-17.61%

Annual total return (%) history

Year
REUYXCategory
2024
N/AN/A
2023
19.71%N/A
2022
-13.79%N/A
2021
25.73%N/A
2020
13.66%15.83%
2019
27.94%28.78%
2018
-2.23%-6.27%
2017
18.46%20.44%
2016
10.52%10.37%
2015
2.50%-1.07%
2014
13.06%10.96%
2013
30.75%31.50%
2012
11.78%14.96%
2011
4.60%-1.27%
2010
12.68%14.01%
2009
23.21%28.17%
2008
-37.34%-37.79%
2007
2.81%6.16%
2006
13.87%14.17%
2005
6.77%5.88%
2004
10.86%10.02%
2003
29.82%27.05%
2002
-22.53%-22.25%
2001
-10.21%-13.50%
2000
N/A-6.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.75%N/AN/AN/A
20235.46%5.65%-3.81%11.71%
2022-4.72%-13.09%-4.55%9.06%
20216.07%6.58%0.10%11.10%
2020-17.13%16.12%7.03%10.35%
201911.32%3.61%2.94%7.75%
2018-0.60%2.46%6.92%-10.22%
20175.05%2.56%3.41%6.33%
20162.77%3.17%1.25%2.95%
20150.90%-0.74%-3.71%6.29%
20142.05%4.18%0.84%5.46%
201312.22%2.32%3.53%10.00%
201213.07%-4.12%4.74%-1.55%
20118.06%1.64%-15.12%12.19%
20104.96%-12.16%10.20%10.91%
2009-12.32%15.53%14.00%6.71%
2008-11.01%-0.59%-9.55%-21.69%
20071.02%5.01%0.30%-3.36%
20064.36%-2.12%5.22%5.95%
2005-1.73%1.58%4.49%2.36%
20042.33%0.81%-2.21%9.88%
2003-2.23%15.60%2.74%11.79%
2002-0.06%-13.13%-17.17%7.74%
2001-11.79%7.73%-15.01%11.16%
2000-2.89%0.75%-8.71%N/A

Rank in category (by total return)

YTD75
1-month70
3-month75
1-year77
3-year56
5-year69

Load adjusted returns

1-year23.45%
3-year9.98%
5-year13.01%
10-year11.55%