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Russell Inv Multifactor US Equity M (RTDTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.78+0.08 (+0.43%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.93%
5-year average return13.56%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)30.19%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return30.19%
Worst 3-yr total return6.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRTDTXCategory
YTD13.61%5.31%
1-month2.82%-4.19%
3-month2.60%3.90%
1-year22.66%20.31%
3-year9.32%6.48%
5-year13.67%11.78%
10-year0.00%10.96%
Last bull market26.41%25.56%
Last bear market-15.37%-15.11%

Annual total return (%) history

Year
RTDTXCategory
2024
N/AN/A
2023
24.90%22.32%
2022
-16.53%-16.96%
2021
27.30%26.07%
2020
13.81%15.83%
2019
30.19%28.78%
2018
-7.03%-6.27%
2017
21.52%20.44%
2016
13.39%10.37%
2015
N/A-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.73%2.60%N/AN/A
20237.13%7.98%-2.90%11.20%
2022-4.13%-15.37%-4.54%7.77%
20217.11%7.75%0.09%10.20%
2020-23.09%20.43%7.95%13.83%
201913.44%3.80%1.73%8.69%
2018-0.08%2.69%6.74%-15.12%
20175.60%2.97%4.19%7.26%
20161.53%2.25%4.00%5.01%
20150.36%-6.76%6.24%N/A

Rank in category (by total return)

YTD52
1-month53
3-month58
1-year53
3-year34
5-year55

Load adjusted returns

1-year22.66%
3-year9.32%
5-year13.67%
10-yearN/A