Australia markets open in 7 hours 7 minutes

Russell Investments LifePoints Equity Growth Strategy Fund (RELSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
15.41+0.09 (+0.59%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.38%
5-year average return7.72%
Number of years up16
Number of years down7
Best 1-yr total return (4 July 2024)31.09%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return31.09%
Worst 3-yr total return1.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRELSXCategory
YTD8.67%11.35%
1-month1.13%0.99%
3-month1.07%5.92%
1-year15.89%32.83%
3-year4.50%11.75%
5-year7.60%11.53%
10-year5.97%8.98%
Last bull market22.37%17.67%
Last bear market-14.82%-15.71%

Annual total return (%) history

Year
RELSXCategory
2024
N/AN/A
2023
19.15%N/A
2022
-16.86%N/A
2021
21.04%N/A
2020
4.42%13.51%
2019
18.91%21.35%
2018
-9.38%-7.93%
2017
16.12%15.80%
2016
11.11%7.93%
2015
-3.75%-2.77%
2014
3.38%5.71%
2013
19.84%21.31%
2012
14.88%13.42%
2011
-6.85%-3.80%
2010
14.07%13.49%
2009
31.09%29.37%
2008
-41.99%-34.34%
2007
7.73%7.43%
2006
18.92%13.07%
2005
10.26%7.35%
2004
15.09%10.93%
2003
34.51%25.10%
2002
-18.86%-14.51%
2001
-11.93%-9.67%
2000
N/A-1.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.52%1.07%N/AN/A
20236.08%5.33%-3.53%10.55%
2022-4.99%-14.82%-6.80%10.23%
20218.30%5.43%-0.76%6.81%
2020-23.75%14.53%3.26%15.79%
20199.68%2.29%0.69%5.26%
2018-0.45%0.22%2.00%-10.95%
20175.13%3.03%4.07%3.01%
20160.46%1.72%5.29%3.27%
20152.08%0.22%-9.14%3.54%
20141.40%3.95%-3.17%1.30%
20135.95%-0.49%6.83%6.40%
201211.50%-5.73%6.31%2.82%
20114.81%0.10%-17.74%7.93%
20104.57%-12.01%13.48%9.24%
2009-12.38%20.55%17.96%5.22%
2008-9.89%-1.07%-13.75%-24.56%
20072.01%5.49%2.85%-2.67%
20067.52%-1.94%4.31%8.12%
2005-1.87%2.42%6.59%2.92%
20043.69%-0.52%-0.54%12.19%
2003-3.71%17.01%5.39%13.28%
20021.80%-9.06%-17.46%6.19%
2001-11.87%5.97%-15.25%11.26%
2000-2.66%-0.12%-6.63%N/A

Rank in category (by total return)

YTD26
1-month48
3-month48
1-year24
3-year18
5-year65

Load adjusted returns

1-year15.89%
3-year4.50%
5-year7.60%
10-year5.97%