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Russell Inv Tax-Managed US Large Cap M (RTMTX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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75.12
+0.63
(+0.85%)
At close: 06:45PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
6.15%
5-year average return
11.69%
Number of years up
4
Number of years down
2
Best 1-yr total return (29 Apr 2024)
29.07%
Worst 1-yr total return (29 Apr 2024)
N/A
Best 3-yr total return
29.07%
Worst 3-yr total return
6.11%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
RTMTX
Category
YTD
10.57%
14.84%
1-month
3.61%
1.65%
3-month
10.57%
7.55%
1-year
28.78%
40.47%
3-year
10.03%
16.77%
5-year
13.52%
16.15%
10-year
11.31%
13.21%
Last bull market
37.58%
24.09%
Last bear market
-16.39%
-17.61%
Annual total return (%) history
Year
RTMTX
Category
2024
N/A
N/A
2023
24.85%
N/A
2022
-18.86%
N/A
2021
24.95%
N/A
2020
17.83%
15.83%
2019
29.07%
28.78%
2018
-6.89%
-6.27%
2017
N/A
20.44%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
10.57%
N/A
N/A
N/A
2023
7.19%
7.50%
-2.52%
11.16%
2022
-5.59%
-16.39%
-5.20%
8.43%
2021
5.06%
8.74%
0.33%
9.02%
2020
-19.69%
21.12%
8.23%
11.94%
2019
12.91%
4.46%
0.45%
8.94%
2018
-1.17%
2.25%
6.97%
-13.86%
2017
3.29%
3.86%
6.73%
N/A
Rank in category (by total return)
YTD
37
1-month
32
3-month
37
1-year
50
3-year
55
5-year
62
Load adjusted returns
1-year
28.78%
3-year
10.03%
5-year
13.52%
10-year
11.31%
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