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Russell Inv Global Equity Y (RLGYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.66-0.02 (-0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.99%
5-year average return10.58%
Number of years up11
Number of years down4
Best 1-yr total return (29 Apr 2024)37.00%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return37.00%
Worst 3-yr total return4.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRLGYXCategory
YTD9.00%12.08%
1-month3.72%0.64%
3-month9.00%6.49%
1-year24.91%38.01%
3-year8.12%12.74%
5-year12.14%12.82%
10-year9.56%9.05%
Last bull market40.84%18.82%
Last bear market-14.98%-20.53%

Annual total return (%) history

Year
RLGYXCategory
2024
N/AN/A
2023
22.72%N/A
2022
-16.42%N/A
2021
22.77%N/A
2020
13.75%12.96%
2019
26.45%25.26%
2018
-8.95%-10.06%
2017
23.51%22.28%
2016
7.54%6.93%
2015
-0.13%-0.92%
2014
4.94%3.67%
2013
28.14%24.08%
2012
15.79%14.39%
2011
-9.01%-7.19%
2010
14.96%14.49%
2009
37.00%34.45%
2008
N/A-41.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.00%N/AN/AN/A
20237.09%6.99%-3.21%10.66%
2022-5.37%-14.98%-6.81%11.47%
20218.59%5.99%-0.43%7.13%
2020-23.64%18.63%7.67%16.62%
201911.35%3.18%0.51%9.49%
2018-1.11%1.40%4.16%-12.83%
20176.65%4.72%4.60%5.73%
2016-1.79%0.51%6.36%2.43%
20153.74%0.95%-9.28%5.12%
20140.44%3.57%-2.69%3.67%
20137.76%2.13%7.45%8.36%
201213.25%-8.39%6.39%4.91%
20114.27%0.65%-18.97%6.99%
20103.98%-12.48%14.69%10.15%
2009-9.72%21.73%17.22%6.35%
2008-23.66%N/AN/AN/A

Rank in category (by total return)

YTD19
1-month25
3-month19
1-year20
3-year21
5-year11

Load adjusted returns

1-year24.91%
3-year8.12%
5-year12.14%
10-year9.56%