Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Russell Inv LifePoints Balanced Strat R1 (RBLRX)

11.05
+0.09
+(0.82%)
At close: 6:27:02 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.53%
5y Average Return 8.01%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (May 1, 2025) 14.47%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 14.47%
Worst 3Y Total Return 0.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RBLRX
Category
YTD
0.18%
9.69%
1-Month
-2.39%
0.91%
3-Month
0.18%
5.21%
1-Year
5.00%
27.06%
3-Year
3.91%
11.00%
5-Year
8.98%
10.26%
10-Year
4.60%
8.34%
Last Bull Market
11.70%
15.58%
Last Bear Market
-11.78%
-12.16%

Annual Total Return (%) History

Year
RBLRX
Category
2025
--
--
2024
10.06%
--
2023
14.47%
--
2022
-15.77%
--
2021
13.63%
--
2020
4.56%
11.72%
2019
14.05%
19.23%
2018
-5.99%
-5.76%

2017
10.58%
13.21%
2016
9.15%
7.34%
2015
-2.21%
-1.93%
2014
4.82%
6.21%
2013
12.41%
16.48%
2012
12.66%
11.72%
2011
-2.50%
-0.11%
2010
13.67%
11.83%
2009
26.91%
24.13%
2008
-29.75%
-28.00%
2007
7.01%
5.99%
2006
--
11.29%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.18% -- -- --
2024 5.01% 0.88% 6.23% -2.20%
2023 5.08% 3.15% -3.32% 9.23%
2022 -5.24% -11.78% -6.20% 7.43%
2021 4.90% 4.37% -0.60% 4.42%
2020 -17.85% 11.81% 1.38% 12.29%
2019 6.82% 2.04% 1.00% 3.61%
2018 -0.09% -0.61% 0.52% -5.81%
2017 3.65% 2.32% 2.83% 1.41%
2016 1.38% 2.35% 3.80% 1.34%

2015 1.95% -0.30% -5.90% 2.24%
2014 1.66% 3.63% -2.09% 1.62%
2013 4.11% -1.16% 4.61% 4.42%
2012 8.32% -3.05% 5.07% 2.11%
2011 3.63% 0.71% -11.29% 5.32%
2010 4.29% -6.02% 9.64% 5.78%
2009 -7.46% 15.26% 14.25% 4.13%
2008 -6.08% -0.94% -9.91% -16.18%
2007 1.82% 2.97% 2.87% -0.78%
2006 4.07% 5.39% -- --

Rank in Category (By Total Return)

YTD 35
1-Month 39
3-Month 35
1-Year 54
3-Year 61
5-Year 75

Load Adjusted Returns

1-Year 5.00%
3-Year 3.91%
5-Year 8.98%
10-Year 4.60%

Performance & Risk

YTD Return 0.53%
5y Average Return 8.01%
Rank in Category (ytd) 35
% 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 0.18%
Yield 1.91%
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.

Related Tickers