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Nasdaq - Delayed Quote USD

Russell LfPts EqAggrStrat R1 (RELRX)

15.96
+0.21
+(1.33%)
At close: 6:27:08 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.21%
5y Average Return 12.04%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (May 1, 2025) 21.01%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 21.01%
Worst 3Y Total Return 1.73%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RELRX
Category
YTD
-0.82%
11.35%
1-Month
-3.31%
0.99%
3-Month
-0.82%
5.92%
1-Year
4.88%
32.83%
3-Year
5.59%
11.75%
5-Year
13.17%
11.53%
10-Year
6.42%
8.98%
Last Bull Market
13.89%
17.67%
Last Bear Market
-14.82%
-15.71%

Annual Total Return (%) History

Year
RELRX
Category
2025
--
--
2024
13.66%
--
2023
19.30%
--
2022
-16.76%
--
2021
21.01%
--
2020
4.53%
13.51%
2019
19.06%
21.35%
2018
-9.32%
-7.93%

2017
16.22%
15.80%
2016
11.18%
7.93%
2015
-3.66%
-2.77%
2014
3.51%
5.71%
2013
19.93%
21.31%
2012
15.25%
13.42%
2011
-6.82%
-3.80%
2010
14.16%
13.49%
2009
31.11%
29.37%
2008
-41.94%
-34.34%
2007
7.64%
7.43%
2006
--
13.07%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.82% -- -- --
2024 7.49% 1.07% 6.70% -1.95%
2023 6.14% 5.31% -3.57% 10.68%
2022 -4.91% -14.82% -6.84% 10.31%
2021 8.27% 5.41% -0.68% 6.75%
2020 -23.73% 14.53% 3.27% 15.87%
2019 9.74% 2.28% 0.69% 5.35%
2018 -0.45% 0.30% 2.01% -10.97%
2017 5.13% 3.13% 4.06% 3.02%
2016 0.46% 1.82% 5.21% 3.31%

2015 2.16% 0.16% -9.10% 3.57%
2014 1.40% 3.98% -3.14% 1.36%
2013 5.94% -0.45% 6.76% 6.53%
2012 11.73% -5.79% 6.30% 3.00%
2011 4.81% 0.10% -17.64% 7.83%
2010 4.57% -11.96% 13.35% 9.39%
2009 -12.38% 20.38% 18.00% 5.35%
2008 -9.81% -1.07% -13.75% -24.56%
2007 1.93% 5.58% 2.85% -2.74%
2006 4.31% 8.12% -- --

Rank in Category (By Total Return)

YTD 46
1-Month 53
3-Month 46
1-Year 47
3-Year 26
5-Year 19

Load Adjusted Returns

1-Year 4.88%
3-Year 5.59%
5-Year 13.17%
10-Year 6.42%

Performance & Risk

YTD Return -0.21%
5y Average Return 12.04%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Russell
Net Assets 292.78M
YTD Return -0.82%
Yield 1.32%
Morningstar Rating
Inception Date Jan 31, 2000

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 fund's investment 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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