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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.15%
5-year average return11.69%
Number of years up4
Number of years down2
Best 1-yr total return (29 Apr 2024)29.07%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return29.07%
Worst 3-yr total return6.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRTMTXCategory
YTD10.57%14.84%
1-month3.61%1.65%
3-month10.57%7.55%
1-year28.78%40.47%
3-year10.03%16.77%
5-year13.52%16.15%
10-year11.31%13.21%
Last bull market37.58%24.09%
Last bear market-16.39%-17.61%

Annual total return (%) history

Year
RTMTXCategory
2024
N/AN/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/A20.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.57%N/AN/AN/A
20237.19%7.50%-2.52%11.16%
2022-5.59%-16.39%-5.20%8.43%
20215.06%8.74%0.33%9.02%
2020-19.69%21.12%8.23%11.94%
201912.91%4.46%0.45%8.94%
2018-1.17%2.25%6.97%-13.86%
20173.29%3.86%6.73%N/A

Rank in category (by total return)

YTD37
1-month32
3-month37
1-year50
3-year55
5-year62

Load adjusted returns

1-year28.78%
3-year10.03%
5-year13.52%
10-year11.31%