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Russell Inv US Strategic Equity A (RSEAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.09+0.05 (+0.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.03%
5-year average return12.92%
Number of years up8
Number of years down3
Best 1-yr total return (24 Jun 2024)31.43%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return31.43%
Worst 3-yr total return5.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRSEAXCategory
YTD9.92%5.31%
1-month3.68%-4.19%
3-month2.85%3.90%
1-year27.69%20.31%
3-year5.86%6.48%
5-year13.52%11.78%
10-year10.54%10.96%
Last bull market27.42%25.56%
Last bear market-16.68%-15.11%

Annual total return (%) history

Year
RSEAXCategory
2024
N/AN/A
2023
26.12%22.32%
2022
-21.01%-16.96%
2021
20.23%26.07%
2020
23.44%15.83%
2019
29.58%28.78%
2018
-9.65%-6.27%
2017
20.77%20.44%
2016
10.88%10.37%
2015
-0.34%-1.07%
2014
11.37%10.96%
2013
31.43%31.50%
2012
N/A14.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.24%N/AN/AN/A
20236.81%7.96%-2.42%12.09%
2022-6.24%-16.68%-6.11%7.68%
20214.83%8.27%-0.80%6.79%
2020-20.45%23.77%8.31%15.75%
201913.70%5.23%0.79%7.46%
2018-0.37%2.56%6.23%-16.77%
20175.28%2.59%4.27%7.24%
2016-0.60%1.56%4.60%5.00%
20151.04%0.09%-7.17%6.16%
20141.69%4.10%0.70%4.47%
201310.92%2.11%5.60%9.90%
20120.16%N/AN/AN/A

Rank in category (by total return)

YTD58
1-month73
3-month66
1-year47
3-year82
5-year69

Load adjusted returns

1-year20.35%
3-year3.79%
5-year12.18%
10-year9.89%