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Russell Inv US Core Equity S (RLISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.07+0.11 (+0.43%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.31%
5-year average return10.63%
Number of years up12
Number of years down3
Best 1-yr total return (30 Jun 2024)31.87%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return31.87%
Worst 3-yr total return7.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRLISXCategory
YTD7.58%4.44%
1-month2.71%-4.04%
3-month4.45%4.09%
1-year22.21%14.37%
3-year6.08%6.04%
5-year12.67%9.20%
10-year10.41%8.57%
Last bull market22.08%22.97%
Last bear market-12.09%-11.27%

Annual total return (%) history

Year
RLISXCategory
2024
N/AN/A
2023
12.24%11.63%
2022
-8.86%-5.90%
2021
27.38%26.22%
2020
8.86%2.91%
2019
29.37%25.04%
2018
-6.41%-8.53%
2017
21.11%15.94%
2016
11.32%14.81%
2015
0.32%-4.05%
2014
11.63%10.21%
2013
31.87%31.21%
2012
15.82%14.57%
2011
-3.04%-0.75%
2010
15.36%13.66%
2009
29.49%24.13%
2008
N/A-37.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.80%N/AN/AN/A
20231.21%3.47%-1.89%9.24%
2022-1.37%-12.09%-7.00%13.02%
20219.98%6.52%-0.90%9.72%
2020-25.27%17.96%6.20%16.28%
201912.86%3.58%1.92%8.59%
2018-1.18%2.98%5.92%-13.18%
20175.67%3.40%3.83%6.76%
2016-0.39%2.13%4.91%4.31%
20151.18%0.37%-7.01%6.23%
20141.89%3.67%0.92%4.71%
201310.45%2.20%6.17%10.03%
201213.81%-5.43%7.02%0.56%
20115.63%-1.12%-16.69%11.43%
20105.45%-12.15%11.08%12.11%
2009-8.73%15.98%16.34%5.16%
2008-25.01%N/AN/AN/A

Rank in category (by total return)

YTD54
1-month67
3-month38
1-year52
3-year54
5-year29

Load adjusted returns

1-year22.21%
3-year6.08%
5-year12.67%
10-year10.41%