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Nasdaq - Delayed Quote USD

Russell Inv LifePoints Balanced Strat A (RBLAX)

10.69
+0.01
+(0.09%)
As of 8:09:22 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.33%
5y Average Return 7.50%
Number of Years Up 16
Number of Years Down 5
Best 1Y Total Return (Apr 30, 2025) 14.28%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 14.28%
Worst 3Y Total Return -0.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RBLAX
Category
YTD
0.09%
9.69%
1-Month
-2.36%
0.91%
3-Month
0.09%
5.21%
1-Year
4.79%
27.06%
3-Year
3.69%
11.00%
5-Year
8.75%
10.26%
10-Year
4.39%
8.34%
Last Bull Market
11.56%
15.58%
Last Bear Market
-11.85%
-12.16%

Annual Total Return (%) History

Year
RBLAX
Category
2025
--
--
2024
9.84%
--
2023
14.28%
--
2022
-16.01%
--
2021
13.49%
--
2020
4.31%
11.72%
2019
13.90%
19.23%
2018
-6.22%
-5.76%

2017
10.27%
13.21%
2016
8.96%
7.34%
2015
-2.36%
-1.93%
2014
4.40%
6.21%
2013
11.98%
16.48%
2012
12.23%
11.72%
2011
-2.95%
-0.11%
2010
13.34%
11.83%
2009
26.66%
24.13%
2008
-29.97%
-28.00%
2007
6.79%
5.99%
2006
12.87%
11.29%
2005
6.85%
5.13%
2004
10.86%
8.86%
2003
--
20.35%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.09% -- -- --
2024 4.92% 0.78% 6.23% -2.21%
2023 4.96% 3.09% -3.34% 9.27%
2022 -5.34% -11.85% -6.28% 7.41%
2021 4.89% 4.24% -0.58% 4.41%
2020 -17.87% 11.71% 1.35% 12.18%
2019 6.82% 1.97% 0.92% 3.61%
2018 -0.18% -0.62% 0.38% -5.83%
2017 3.50% 2.30% 2.73% 1.37%
2016 1.30% 2.24% 3.79% 1.36%

2015 1.89% -0.38% -5.92% 2.25%
2014 1.59% 3.48% -2.20% 1.54%
2013 3.96% -1.18% 4.45% 4.35%
2012 8.18% -3.09% 4.93% 2.02%
2011 3.56% 0.51% -11.40% 5.24%
2010 4.22% -6.13% 9.54% 5.76%
2009 -7.51% 15.32% 14.15% 4.04%
2008 -6.12% -1.01% -9.95% -16.31%
2007 1.74% 3.01% 2.74% -0.82%
2006 4.26% -1.18% 4.04% 5.30%
2005 -1.48% 2.60% 3.68% 1.95%
2004 3.22% -1.15% 0.89% 7.69%
2003 10.94% 3.44% 7.99% --

Rank in Category (By Total Return)

YTD 37
1-Month 38
3-Month 37
1-Year 60
3-Year 67
5-Year 79

Load Adjusted Returns

1-Year -1.23%
3-Year 1.67%
5-Year 7.47%
10-Year 3.77%

Performance & Risk

YTD Return 0.33%
5y Average Return 7.50%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Russell
Net Assets 599.75M
YTD Return 0.09%
Yield 1.83%
Morningstar Rating
Inception Date Mar 24, 1998

Fund Summary

The fund is a "fund of funds," which seeks to achieve its objective by investing in a combination of several other Russell Investment Company Funds. The adviser intends the fund's strategy of investing in a combination of underlying funds to result in investment diversification that an investor could otherwise achieve only by holding numerous individual investments.

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