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Nasdaq - Delayed Quote USD

Russell Inv Short Duration Bond A (RSBTX)

18.89
+0.01
+(0.05%)
As of 8:07:10 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.32%
5y Average Return 1.61%
Number of Years Up 14
Number of Years Down 3
Best 1Y Total Return (Apr 30, 2025) 4.80%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 4.80%
Worst 3Y Total Return -0.58%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RSBTX
Category
YTD
1.74%
0.44%
1-Month
0.42%
0.02%
3-Month
1.74%
0.56%
1-Year
5.56%
2.65%
3-Year
3.03%
3.38%
5-Year
1.80%
2.40%
10-Year
1.72%
2.01%
Last Bull Market
4.17%
2.63%
Last Bear Market
-1.67%
-0.33%

Annual Total Return (%) History

Year
RSBTX
Category
2025
--
--
2024
4.42%
--
2023
4.80%
--
2022
-5.18%
--
2021
-1.06%
--
2020
4.73%
3.81%
2019
4.42%
4.72%
2018
1.02%
0.92%

2017
1.10%
1.73%
2016
2.24%
2.08%
2015
0.01%
0.19%
2014
0.72%
1.07%
2013
0.35%
0.45%
2012
4.55%
3.67%
2011
1.08%
1.66%
2010
4.79%
4.11%
2009
12.89%
9.30%
2008
-4.87%
-4.23%
2007
--
4.29%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.74% -- -- --
2024 0.64% 0.94% 3.03% -0.24%
2023 1.55% -0.38% 0.53% 3.05%
2022 -3.48% -1.67% -1.26% 1.19%
2021 -0.46% 0.33% 0.10% -1.02%
2020 0.06% 3.28% 0.61% 0.74%
2019 1.82% 1.39% 0.74% 0.40%
2018 -0.18% 0.31% 0.45% 0.43%
2017 0.51% 0.33% 0.27% -0.02%
2016 1.09% 1.05% 0.53% -0.44%

2015 0.61% -0.16% -0.01% -0.43%
2014 0.36% 0.55% -0.18% -0.01%
2013 0.39% -1.05% 0.43% 0.58%
2012 1.65% 0.81% 1.62% 0.39%
2011 0.73% 0.71% -1.13% 0.77%
2010 1.79% 1.35% 1.75% -0.17%
2009 1.13% 5.77% 4.13% 1.34%
2008 0.95% 0.03% -3.82% -2.05%
2007 0.38% 2.03% 1.88% --

Rank in Category (By Total Return)

YTD 42
1-Month 11
3-Month 42
1-Year 73
3-Year 72
5-Year 79

Load Adjusted Returns

1-Year 2.92%
3-Year 2.17%
5-Year 1.29%
10-Year 1.46%

Performance & Risk

YTD Return 2.32%
5y Average Return 1.61%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.32
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Russell
Net Assets 418.66M
YTD Return 1.74%
Yield 3.99%
Morningstar Rating
Inception Date Oct 30, 1981

Fund Summary

The fund has a non-fundamental policy to invest, under normal circumstances, at least 80% of the value of its net assets plus borrowings for investment purposes in bonds. Russell Investment Management, LLC provides or oversees the provision of all investment advisory and portfolio management services for the fund. It invests principally in short duration bonds and defines short duration as a duration ranging from 0.5 to 3.0 years.

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