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Russell Inv LifePoints Balanced Strat A (RBLAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.47+0.01 (+0.10%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.53%
5-year average return5.04%
Number of years up15
Number of years down5
Best 1-yr total return (16 May 2024)26.66%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return26.66%
Worst 3-yr total return-0.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRBLAXCategory
YTD1.30%9.69%
1-month-3.45%0.91%
3-month1.30%5.21%
1-year8.94%27.06%
3-year0.89%11.00%
5-year3.91%10.26%
10-year3.98%8.34%
Last bull market17.55%15.58%
Last bear market-11.85%-12.16%

Annual total return (%) history

Year
RBLAXCategory
2024
N/AN/A
2023
14.28%N/A
2022
-16.01%N/A
2021
13.49%N/A
2020
4.31%11.72%
2019
13.90%19.23%
2018
-6.22%-5.76%
2017
10.27%13.21%
2016
8.96%7.34%
2015
-2.36%-1.93%
2014
4.40%6.21%
2013
11.98%16.48%
2012
12.23%11.72%
2011
-2.95%-0.11%
2010
13.34%11.83%
2009
26.66%24.13%
2008
-29.97%-28.00%
2007
6.79%5.99%
2006
12.87%11.29%
2005
6.85%5.13%
2004
10.86%8.86%
2003
N/A20.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.92%N/AN/AN/A
20234.96%3.09%-3.34%9.27%
2022-5.34%-11.85%-6.28%7.41%
20214.89%4.24%-0.58%4.41%
2020-17.87%11.71%1.35%12.18%
20196.82%1.97%0.92%3.61%
2018-0.18%-0.62%0.38%-5.83%
20173.50%2.30%2.73%1.37%
20161.30%2.24%3.79%1.36%
20151.89%-0.38%-5.92%2.25%
20141.59%3.48%-2.20%1.54%
20133.96%-1.18%4.45%4.35%
20128.18%-3.09%4.93%2.02%
20113.56%0.51%-11.40%5.24%
20104.22%-6.13%9.54%5.76%
2009-7.51%15.32%14.15%4.04%
2008-6.12%-1.01%-9.95%-16.31%
20071.74%3.01%2.74%-0.82%
20064.26%-1.18%4.04%5.30%
2005-1.48%2.60%3.68%1.95%
20043.22%-1.15%0.89%7.69%
200310.94%3.44%7.99%N/A

Rank in category (by total return)

YTD69
1-month66
3-month61
1-year66
3-year70
5-year92

Load adjusted returns

1-year2.68%
3-year-1.08%
5-year2.69%
10-year3.37%