Nasdaq - Delayed Quote USD

Russell Inv US Small Cap Equity R6 (RSCRX)

26.95 +0.19 (+0.71%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.21%
5y Average Return 8.47%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Jun 26, 2024) 26.03%
Worst 1Y Total Return (Jun 26, 2024) --
Best 3Y Total Return 26.03%
Worst 3Y Total Return 6.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RSCRX
Category
YTD
3.97%
20.19%
1-Month
4.29%
0.02%
3-Month
2.19%
4.36%
1-Year
19.81%
60.18%
3-Year
0.65%
11.32%
5-Year
9.69%
13.88%
10-Year
7.92%
11.19%
Last Bull Market
28.49%
27.98%
Last Bear Market
-13.74%
-24.08%

Annual Total Return (%) History

Year
RSCRX
Category
2024
--
--
2023
13.69%
--
2022
-16.13%
--
2021
26.03%
--
2020
13.00%
10.99%
2019
23.70%
23.75%
2018
-11.92%
-12.72%
2017
14.47%
12.28%

2016
--
20.78%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.77% -- -- --
2023 2.05% 4.15% -4.65% 12.18%
2022 -6.97% -13.74% -3.16% 7.92%
2021 17.12% 5.29% -2.99% 5.35%
2020 -33.23% 23.25% 4.29% 31.66%
2019 14.29% 2.18% -1.12% 7.13%
2018 -1.04% 7.23% 4.20% -20.35%
2017 2.11% 2.25% 5.23% 4.18%
2016 3.96% 7.92% 9.27% --

Rank in Category (By Total Return)

YTD 43
1-Month 71
3-Month 48
1-Year 68
3-Year 58
5-Year 58

Load Adjusted Returns

1-Year 19.81%
3-Year 0.65%
5-Year 9.69%
10-Year 7.92%

Performance & Risk

YTD Return 1.21%
5y Average Return 8.47%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Russell
Net Assets 866.51M
YTD Return 3.97%
Yield 0.63%
Morningstar Rating
Inception Date Mar 16, 2017

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 small capitalization equity securities economically tied to the U.S. It invests principally in common stocks of small capitalization U.S. companies, some of which are also considered micro capitalization U.S. companies. The managers define small capitalization stocks as stocks of those companies represented by the Russell 2000® Index or within the capitalization range of the Russell 2000® Index.

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