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Russell Inv US Strategic Equity S (RSESX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.14+0.05 (+0.29%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.79%
5-Year Average Return12.93%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jun 23, 2024)31.65%
Worst 1 Yr Total Return (Jun 23, 2024)N/A
Best 3-Yr Total Return31.65%
Worst 3-Yr Total Return5.70%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRSESXCategory
YTD10.01%5.31%
1-Month3.73%-4.19%
3-Month2.89%3.90%
1-Year28.06%20.31%
3-Year6.13%6.48%
5-Year13.82%11.78%
10-Year10.82%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%N/AN/AN/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)

YTD57
1-Month71
3-Month65
1-Year38
3-Year79
5-Year66

Load Adjusted Returns

1-Year28.06%
3-Year6.13%
5-Year13.82%
10-Year10.82%