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Russell Investments LifePoints Equity Growth Strategy Fund (RELUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.76+0.07 (+0.48%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.59%
5-year average return7.34%
Number of years up12
Number of years down5
Best 1-yr total return (30 June 2024)30.76%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return30.76%
Worst 3-yr total return1.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRELUXCategory
YTD7.33%11.35%
1-month3.94%0.99%
3-month3.38%5.92%
1-year20.36%32.83%
3-year3.97%11.75%
5-year8.10%11.53%
10-year5.87%8.98%
Last bull market22.26%17.67%
Last bear market-14.83%-15.71%

Annual total return (%) history

Year
RELUXCategory
2024
N/AN/A
2023
19.02%N/A
2022
-17.05%N/A
2021
20.82%N/A
2020
4.24%13.51%
2019
18.74%21.35%
2018
-9.47%-7.93%
2017
15.87%15.80%
2016
10.90%7.93%
2015
-3.92%-2.77%
2014
3.22%5.71%
2013
19.75%21.31%
2012
14.89%13.42%
2011
-6.99%-3.80%
2010
13.90%13.49%
2009
30.76%29.37%
2008
-42.11%-34.34%
2007
7.39%7.43%
2006
N/A13.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.43%N/AN/AN/A
20236.13%5.24%-3.62%10.56%
2022-5.02%-14.83%-6.90%10.15%
20218.25%5.38%-0.76%6.72%
2020-23.81%14.52%3.14%15.83%
20199.67%2.18%0.71%5.20%
2018-0.46%0.23%1.92%-10.97%
20175.08%3.06%3.92%2.96%
20160.37%1.72%5.19%3.26%
20152.04%0.18%-9.22%3.53%
20141.25%3.92%-3.19%1.33%
20135.86%-0.52%6.75%6.52%
201211.63%-5.87%6.33%2.83%
20114.69%0.10%-17.69%7.83%
20104.53%-12.04%13.33%9.31%
2009-12.44%20.49%17.90%5.13%
2008-9.96%-1.14%-13.76%-24.60%
20071.87%5.51%2.81%-2.81%
2006-2.05%4.31%8.07%N/A

Rank in category (by total return)

YTD23
1-month26
3-month21
1-year17
3-year23
5-year73

Load adjusted returns

1-year20.36%
3-year3.97%
5-year8.10%
10-year5.87%