Nasdaq - Delayed Quote USD

Russell Inv US Small Cap Equity R6 (RSCRX)

28.82 +0.16 (+0.56%)
At close: 8:00 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 26.03%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 2

Performance & Risk

YTD Return 9.00%
5y Average Return 9.73%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
RSCRXCategory AverageRSCRXCategory AverageRSCRXCategory Average
Alpha -6.17 -0.09 -5.5 -0.06 -4.94 -0.06
BETA 0.97 0.01 1.11 0.01 1.11 0.01
Mean Annual Return 0.35 0.01 1.04 0.01 0.82 0.01
R-squared 71.24 0.83 73.96 0.77 73.34 0.78
Standard Deviation 20.44 0.26 23.15 0.21 19.78 0.19
Sharpe Ratio 0.02 0 0.43 0.01 0.41 0.01
Treynor Ratio -1.59 0.08 7.05 0.1 5.77 0.09

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