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Russell Inv US Equity I (0P00000WZK.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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5,789.00-2.00 (-0.03%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.32%
5-Year Average Return12.20%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (Jul 4, 2024)32.07%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return32.07%
Worst 3-Yr Total Return8.48%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00000WZK.LCategory
YTD10.21%0.00%
1-Month2.22%0.00%
3-Month2.65%0.00%
1-Year24.27%0.00%
3-Year10.34%0.00%
5-Year13.36%0.00%
10-Year13.17%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00000WZK.LCategory
2024
N/AN/A
2023
19.63%N/A
2022
-11.28%N/A
2021
23.95%N/A
2020
16.07%N/A
2019
25.04%N/A
2018
-6.72%N/A
2017
10.11%N/A
2016
32.07%N/A
2015
4.45%N/A
2014
17.74%N/A
2013
29.88%N/A
2012
10.57%N/A
2011
-1.77%N/A
2010
17.69%N/A
2009
16.61%N/A
2008
-19.96%N/A
2007
9.85%N/A
2006
-1.68%N/A
2005
19.35%N/A
2004
2.58%N/A
2003
14.96%N/A
2002
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.87%N/AN/AN/A
20234.63%4.97%1.42%7.40%
2022-3.69%-9.73%3.01%-0.94%
20215.17%8.45%1.59%6.97%
2020-15.92%23.21%2.56%9.25%
201910.56%7.88%4.33%0.48%
2018-6.16%8.81%7.13%-14.73%
20173.99%-0.41%0.30%6.00%
20162.46%8.84%7.94%9.73%
20156.10%-4.68%-5.23%8.97%
20140.36%1.75%5.65%9.13%
201318.19%2.76%-0.24%7.20%
201210.84%-3.97%3.95%-0.07%
20113.19%-0.52%-14.63%12.08%
201012.16%-11.62%5.88%12.14%
2009-6.70%0.68%18.93%4.38%
2008-10.78%-1.34%-2.40%-6.83%
20070.96%4.35%3.05%1.18%
20063.37%-8.86%2.91%1.41%
20050.13%7.28%5.96%4.86%
2004-0.90%2.21%-2.04%3.38%
2003-0.89%9.87%1.63%3.88%
2002-19.14%-19.45%3.85%N/A

Rank In Category (By Total Return)

YTD54
1-Month58
3-Month47
1-Year36
3-Year67
5-Year60

Load Adjusted Returns

1-Year24.27%
3-Year10.34%
5-Year13.36%
10-Year13.17%