Nasdaq - Delayed Quote USD
Russell Inv LifePoints Balanced Strat R5 (RBLVX)
10.77
+0.09
+(0.84%)
At close: 8:02:02 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.14% |
| 5y Average Return | 7.65% |
| Number of Years Up | 19 |
| Number of Years Down | 7 |
| Best 1Y Total Return (May 2, 2025) | 13.90% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 13.90% |
| Worst 3Y Total Return | -0.46% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RBLVX
Category
- YTD
- 0.09%
- 9.69%
- 1-Month
- -2.36%
- 0.91%
- 3-Month
- 0.09%
- 5.21%
- 1-Year
- 4.50%
- 27.06%
- 3-Year
- 3.42%
- 11.00%
- 5-Year
- 8.46%
- 10.26%
- 10-Year
- 4.09%
- 8.34%
- Last Bull Market
- 11.30%
- 15.58%
- Last Bear Market
- -11.88%
- -12.16%
Annual Total Return (%) History
Year
RBLVX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.09% | -- | -- | -- |
| 2024 | 4.92% | 0.64% | 6.16% | -2.28% |
| 2023 | 4.84% | 3.13% | -3.52% | 9.18% |
| 2022 | -5.42% | -11.88% | -6.34% | 7.31% |
| 2021 | 4.79% | 4.19% | -0.65% | 4.33% |
| 2020 | -17.93% | 11.71% | 1.28% | 12.05% |
| 2019 | 6.79% | 1.96% | 0.83% | 3.42% |
| 2018 | -0.26% | -0.62% | 0.30% | -5.96% |
| 2017 | 3.39% | 2.29% | 2.69% | 1.21% |
| 2016 | 1.29% | 2.06% | 3.78% | 1.27% |
| 2015 | 1.80% | -0.35% | -6.07% | 2.15% |
| 2014 | 1.58% | 3.44% | -2.23% | 1.50% |
| 2013 | 3.94% | -1.29% | 4.49% | 4.30% |
| 2012 | 8.16% | -3.10% | 4.94% | 2.02% |
| 2011 | 3.55% | 0.49% | -11.39% | 5.17% |
| 2010 | 4.10% | -6.17% | 9.55% | 5.66% |
| 2009 | -7.62% | 15.22% | 14.18% | 4.00% |
| 2008 | -6.11% | -1.07% | -10.09% | -16.30% |
| 2007 | 1.66% | 2.94% | 2.67% | -0.96% |
| 2006 | 4.26% | -1.24% | 3.96% | 5.24% |
| 2005 | -1.48% | 2.53% | 3.61% | 1.81% |
| 2004 | 3.21% | -1.31% | 0.89% | 7.64% |
| 2003 | -1.67% | 10.81% | 3.45% | 7.83% |
| 2002 | 1.08% | -3.74% | -9.05% | 4.31% |
| 2001 | -5.97% | 3.49% | -7.45% | 6.24% |
| 2000 | 2.23% | -0.84% | 0.95% | -2.18% |
| 1999 | 0.67% | 4.41% | -2.41% | 8.83% |
| 1998 | 0.77% | -7.20% | 10.49% | -- |
Rank in Category (By Total Return)
| YTD | 37 |
| 1-Month | 38 |
| 3-Month | 37 |
| 1-Year | 66 |
| 3-Year | 76 |
| 5-Year | 87 |
Load Adjusted Returns
| 1-Year | 4.50% |
| 3-Year | 3.42% |
| 5-Year | 8.46% |
| 10-Year | 4.09% |
Performance & Risk
| YTD Return | 1.14% |
| 5y Average Return | 7.65% |
| 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 | 1.65% |
| 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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