Singapore markets open in 7 hours 13 minutes

Russell Inv LifePoints Equity Gr Strat A (REAAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
14.85-0.03 (-0.20%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.22%
5-year average return7.69%
Number of years up15
Number of years down5
Best 1-yr total return (3 Jun 2024)30.78%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return30.78%
Worst 3-yr total return1.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnREAAXCategory
YTD3.25%11.35%
1-month-3.92%0.99%
3-month3.25%5.92%
1-year13.97%32.83%
3-year3.15%11.75%
5-year6.23%11.53%
10-year5.56%8.98%
Last bull market22.32%17.67%
Last bear market-14.93%-15.71%

Annual total return (%) history

Year
REAAXCategory
2024
N/AN/A
2023
18.84%N/A
2022
-17.04%N/A
2021
20.68%N/A
2020
4.14%13.51%
2019
18.69%21.35%
2018
-9.62%-7.93%
2017
15.86%15.80%
2016
10.78%7.93%
2015
-3.93%-2.77%
2014
3.04%5.71%
2013
19.56%21.31%
2012
14.70%13.42%
2011
-7.20%-3.80%
2010
13.80%13.49%
2009
30.78%29.37%
2008
-42.10%-34.34%
2007
7.43%7.43%
2006
18.57%13.07%
2005
10.02%7.35%
2004
14.89%10.93%
2003
N/A25.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.47%N/AN/AN/A
20236.07%5.18%-3.56%10.45%
2022-4.98%-14.93%-6.85%10.18%
20218.22%5.34%-0.76%6.67%
2020-23.77%14.38%3.14%15.80%
20199.65%2.22%0.62%5.24%
2018-0.52%0.23%1.87%-11.01%
20175.07%2.98%4.00%2.96%
20160.28%1.76%5.15%3.25%
20152.09%0.16%-9.23%3.51%
20141.23%3.90%-3.16%1.17%
20135.86%-0.55%6.68%6.45%
201211.53%-5.80%6.21%2.80%
20114.70%0.00%-17.76%7.77%
20104.56%-12.15%13.33%9.31%
2009-12.35%20.23%18.01%5.16%
2008-9.94%-1.13%-13.78%-24.59%
20071.92%5.49%2.76%-2.77%
20067.40%-1.98%4.24%8.05%
2005-1.96%2.35%6.60%2.85%
20043.67%-0.56%-0.54%12.06%
200318.69%5.34%13.11%N/A

Rank in category (by total return)

YTD32
1-month82
3-month20
1-year26
3-year27
5-year78

Load adjusted returns

1-year7.41%
3-year1.13%
5-year4.97%
10-year4.94%