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Russell Inv LifePoints Growth Strat A (RALAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.17+0.02 (+0.16%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.87%
5-year average return6.92%
Number of years up15
Number of years down5
Best 1-yr total return (9 June 2024)28.89%
Worst 1-yr total return (9 June 2024)N/A
Best 3-yr total return28.89%
Worst 3-yr total return1.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRALAXCategory
YTD6.34%11.35%
1-month3.68%0.99%
3-month3.01%5.92%
1-year18.22%32.83%
3-year3.13%11.75%
5-year7.26%11.53%
10-year5.27%8.98%
Last bull market20.67%17.67%
Last bear market-13.82%-15.71%

Annual total return (%) history

Year
RALAXCategory
2024
N/AN/A
2023
17.42%N/A
2022
-16.61%N/A
2021
17.87%N/A
2020
6.28%13.51%
2019
15.63%21.35%
2018
-7.60%-7.93%
2017
13.73%15.80%
2016
9.54%7.93%
2015
-3.58%-2.77%
2014
3.47%5.71%
2013
16.23%21.31%
2012
13.38%13.42%
2011
-5.58%-3.80%
2010
14.08%13.49%
2009
28.89%29.37%
2008
-36.12%-34.34%
2007
7.06%7.43%
2006
15.62%13.07%
2005
8.30%7.35%
2004
12.97%10.93%
2003
N/A25.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.55%N/AN/AN/A
20235.66%4.58%-3.48%10.10%
2022-5.10%-13.82%-6.67%9.25%
20216.83%4.96%-0.73%5.89%
2020-20.68%13.73%2.19%15.29%
20197.83%2.22%0.50%4.37%
2018-0.40%0.00%1.41%-8.53%
20174.34%2.80%3.42%2.52%
20160.62%1.76%4.55%2.32%
20151.85%-0.08%-8.04%3.02%
20141.53%3.74%-2.97%1.23%
20135.06%-0.84%5.68%5.57%
201210.09%-4.74%5.66%2.32%
20114.24%0.14%-15.19%6.65%
20104.39%-9.04%11.41%7.84%
2009-9.92%17.80%15.99%4.71%
2008-8.09%-1.03%-11.72%-20.45%
20071.86%4.14%2.73%-1.77%
20065.86%-1.57%4.04%6.66%
2005-1.70%2.47%5.12%2.28%
20043.45%-0.80%0.21%9.86%
200314.78%4.37%10.57%N/A

Rank in category (by total return)

YTD48
1-month43
3-month37
1-year53
3-year49
5-year86

Load adjusted returns

1-year11.42%
3-year1.12%
5-year5.99%
10-year4.65%