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Russell Inv Lifepoints Cnsrv Strat A (RCLAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.670.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.85%
5-year average return1.16%
Number of years up16
Number of years down4
Best 1-yr total return (9 June 2024)20.13%
Worst 1-yr total return (9 June 2024)N/A
Best 3-yr total return20.13%
Worst 3-yr total return-2.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRCLAXCategory
YTD0.50%3.28%
1-month2.25%0.61%
3-month0.74%3.02%
1-year5.60%11.74%
3-year-2.06%6.56%
5-year1.24%5.38%
10-year1.74%4.87%
Last bull market10.89%8.64%
Last bear market-7.64%-5.09%

Annual total return (%) history

Year
RCLAXCategory
2024
N/AN/A
2023
7.89%N/A
2022
-14.04%N/A
2021
3.21%N/A
2020
5.58%7.29%
2019
9.51%11.20%
2018
-2.65%-3.14%
2017
5.43%6.25%
2016
5.29%5.55%
2015
-1.64%-2.07%
2014
3.81%3.54%
2013
2.72%4.02%
2012
8.26%8.35%
2011
1.73%2.01%
2010
10.21%9.73%
2009
20.13%19.26%
2008
-15.46%-16.22%
2007
5.40%4.96%
2006
6.37%6.66%
2005
2.85%2.80%
2004
4.37%5.55%
2003
N/A10.89%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.28%N/AN/AN/A
20233.44%0.10%-3.00%7.43%
2022-5.47%-7.64%-5.21%3.87%
20210.00%2.59%-0.39%1.00%
2020-8.76%8.47%1.56%5.04%
20194.36%2.02%1.15%1.69%
2018-0.41%-0.31%-0.00%-1.94%
20172.10%1.45%1.23%0.55%
20162.32%2.20%1.74%-1.04%
20151.30%-1.39%-1.92%0.39%
20141.57%2.21%-1.01%1.01%
20131.47%-1.92%1.60%1.58%
20123.85%0.00%3.23%0.98%
20111.82%1.14%-3.62%2.50%
20103.44%-0.27%5.07%1.68%
2009-2.68%9.74%9.46%2.75%
2008-1.87%-0.86%-5.64%-7.90%
20071.31%0.54%2.54%0.91%
20061.21%-0.07%2.95%2.17%
2005-0.93%2.03%0.84%0.89%
20041.90%-1.24%1.22%2.46%
20034.19%1.05%2.34%N/A

Rank in category (by total return)

YTD76
1-month23
3-month82
1-year82
3-year92
5-year91

Load adjusted returns

1-year-0.47%
3-year-3.97%
5-year0.04%
10-year1.14%