Australia markets closed

Russell Inv US Small Cap Equity Y (REBYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
26.98+0.18 (+0.67%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.36%
5-year average return8.10%
Number of years up16
Number of years down7
Best 1-yr total return (20 June 2024)44.24%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return44.24%
Worst 3-yr total return6.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnREBYXCategory
YTD3.97%20.19%
1-month4.33%0.02%
3-month2.19%4.36%
1-year19.83%60.18%
3-year0.68%11.32%
5-year9.72%13.88%
10-year7.94%11.19%
Last bull market28.51%27.98%
Last bear market-13.74%-24.08%

Annual total return (%) history

Year
REBYXCategory
2024
N/AN/A
2023
13.76%N/A
2022
-16.11%N/A
2021
26.05%N/A
2020
13.04%10.99%
2019
23.72%23.75%
2018
-11.92%-12.72%
2017
14.52%12.28%
2016
22.04%20.78%
2015
-6.19%-5.38%
2014
4.22%3.79%
2013
44.24%37.39%
2012
14.23%15.46%
2011
-3.88%-4.07%
2010
26.67%25.61%
2009
32.36%31.80%
2008
-43.76%-36.56%
2007
4.84%-1.10%
2006
16.20%15.03%
2005
6.30%6.75%
2004
14.64%18.94%
2003
46.88%43.41%
2002
-18.89%-16.22%
2001
-1.78%8.92%
2000
N/A11.89%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.77%N/AN/AN/A
20232.10%4.15%-4.65%12.20%
2022-6.94%-13.74%-3.16%7.91%
202117.12%5.29%-2.99%5.36%
2020-33.21%23.24%4.33%31.64%
201914.28%2.22%-1.12%7.11%
2018-1.04%7.23%4.20%-20.34%
20172.11%2.25%5.26%4.20%
2016-0.46%3.96%7.92%9.28%
20153.78%0.16%-12.36%2.98%
20141.46%1.40%-7.77%9.84%
201313.05%5.27%11.34%8.86%
201214.29%-5.53%4.75%1.01%
20118.76%-2.13%-21.40%14.89%
20108.83%-11.10%12.37%16.52%
2009-12.26%20.43%19.57%4.77%
2008-13.03%2.92%-11.78%-28.78%
20073.05%5.89%-0.87%-3.08%
200613.11%-4.94%-0.24%8.34%
2005-4.13%3.13%5.68%1.73%
20045.27%-0.45%-3.48%13.33%
2003-4.19%23.14%8.08%15.20%
20025.20%-9.54%-19.30%5.60%
2001-9.68%10.92%-18.42%20.17%
2000-3.86%5.16%-3.77%N/A

Rank in category (by total return)

YTD43
1-month71
3-month48
1-year68
3-year58
5-year58

Load adjusted returns

1-year19.83%
3-year0.68%
5-year9.72%
10-year7.94%