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Russell Inv US Strategic Equity S (RSESX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.89+0.16 (+0.90%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.38%
5-year average return14.01%
Number of years up8
Number of years down3
Best 1-yr total return (3 Oct 2024)31.65%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return31.65%
Worst 3-yr total return5.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRSESXCategory
YTD18.70%5.31%
1-month1.87%-4.19%
3-month5.00%3.90%
1-year33.16%20.31%
3-year8.31%6.48%
5-year13.78%11.78%
10-year11.36%10.96%
Last bull market27.51%25.56%
Last bear market-16.59%-15.11%

Annual total return (%) history

Year
RSESXCategory
2024
N/AN/A
2023
26.53%22.32%
2022
-20.83%-16.96%
2021
20.55%26.07%
2020
23.73%15.83%
2019
29.88%28.78%
2018
-9.47%-6.27%
2017
21.21%20.44%
2016
11.07%10.37%
2015
-0.10%-1.07%
2014
11.70%10.96%
2013
31.65%31.50%
2012
N/A14.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.21%1.65%5.00%N/A
20236.88%8.01%-2.29%12.18%
2022-6.16%-16.59%-6.10%7.72%
20214.96%8.30%-0.74%6.85%
2020-20.42%23.93%8.27%15.87%
201913.77%5.27%0.85%7.52%
2018-0.37%2.62%6.28%-16.69%
20175.35%2.73%4.32%7.36%
2016-0.51%1.61%4.57%5.07%
20151.04%0.23%-7.19%6.29%
20141.77%4.15%0.76%4.59%
201310.91%2.15%5.73%9.91%
20120.24%N/AN/AN/A

Rank in category (by total return)

YTD64
1-month53
3-month76
1-year58
3-year82
5-year67

Load adjusted returns

1-year33.16%
3-year8.31%
5-year13.78%
10-year11.36%