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Russell Inv Sustainable Equity S (REQTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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47.58-0.21 (-0.44%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.45%
5-year average return12.19%
Number of years up13
Number of years down2
Best 1-yr total return (27 June 2024)30.48%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return30.48%
Worst 3-yr total return7.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnREQTXCategory
YTD6.58%5.31%
1-month2.98%-4.19%
3-month1.00%3.90%
1-year21.71%20.31%
3-year6.91%6.48%
5-year12.73%11.78%
10-year10.83%10.96%
Last bull market23.71%25.56%
Last bear market-13.14%-15.11%

Annual total return (%) history

Year
REQTXCategory
2024
N/AN/A
2023
19.49%22.32%
2022
-13.92%-16.96%
2021
25.54%26.07%
2020
13.48%15.83%
2019
27.74%28.78%
2018
-2.38%-6.27%
2017
18.28%20.44%
2016
10.31%10.37%
2015
2.29%-1.07%
2014
12.85%10.96%
2013
30.48%31.50%
2012
11.58%14.96%
2011
4.38%-1.27%
2010
12.51%14.01%
2009
22.99%28.17%
2008
N/A-37.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.72%N/AN/AN/A
20235.43%5.59%-3.86%11.64%
2022-4.74%-13.14%-4.60%9.04%
20216.04%6.54%0.06%11.05%
2020-17.17%16.09%7.00%10.29%
201911.27%3.57%2.90%7.71%
2018-0.66%2.44%6.89%-10.26%
20175.02%2.51%3.36%6.29%
20162.73%3.12%1.20%2.90%
20150.85%-0.79%-3.75%6.21%
20142.00%4.12%0.82%5.40%
201312.14%2.27%3.50%9.93%
201213.03%-4.16%4.70%-1.62%
20117.99%1.63%-15.18%12.13%
20104.92%-12.20%10.15%10.89%
2009-12.36%15.48%13.95%6.66%
2008-21.73%N/AN/AN/A

Rank in category (by total return)

YTD82
1-month83
3-month88
1-year80
3-year70
5-year79

Load adjusted returns

1-year21.71%
3-year6.91%
5-year12.73%
10-year10.83%