Singapore markets close in 6 hours 39 minutes

Russell Inv Tax-Managed US Mid&Sm Cap C (RTSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
30.48+0.10 (+0.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.03%
5-year average return5.55%
Number of years up16
Number of years down8
Best 1-yr total return (30 Jun 2024)38.63%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return38.63%
Worst 3-yr total return2.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRTSCXCategory
YTD3.00%20.19%
1-month3.64%0.02%
3-month0.55%4.36%
1-year20.63%60.18%
3-year-1.19%11.32%
5-year7.52%13.88%
10-year6.23%11.19%
Last bull market29.14%27.98%
Last bear market-16.25%-24.08%

Annual total return (%) history

Year
RTSCXCategory
2024
N/AN/A
2023
15.48%N/A
2022
-19.91%N/A
2021
18.67%N/A
2020
14.17%10.99%
2019
22.70%23.75%
2018
-9.56%-12.72%
2017
13.60%12.28%
2016
13.53%20.78%
2015
-5.78%-5.38%
2014
3.31%3.79%
2013
38.63%37.39%
2012
12.54%15.46%
2011
-1.34%-4.07%
2010
24.84%25.61%
2009
32.39%31.80%
2008
-36.36%-36.56%
2007
4.56%-1.10%
2006
12.51%15.03%
2005
6.91%6.75%
2004
15.79%18.94%
2003
35.79%43.41%
2002
-18.22%-16.22%
2001
-11.85%8.92%
2000
-6.95%11.89%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.68%N/AN/AN/A
20232.74%4.48%-5.03%13.28%
2022-8.01%-16.25%-4.19%8.50%
202111.66%4.52%-1.67%3.41%
2020-29.67%22.96%4.86%25.90%
201912.99%3.49%-2.08%7.15%
2018-0.69%5.71%5.53%-18.37%
20171.70%2.64%3.91%4.74%
20161.00%1.28%3.84%6.89%
20153.46%-0.80%-10.10%2.12%
20141.11%1.89%-6.43%7.17%
201312.30%3.05%11.27%7.66%
201212.08%-3.98%4.49%0.07%
20118.79%0.07%-21.08%14.83%
20107.26%-9.71%11.05%16.09%
2009-13.79%22.43%19.72%4.78%
2008-10.82%0.79%-4.10%-26.18%
20073.51%6.57%-0.68%-4.57%
200611.68%-6.01%-0.24%7.44%
2005-4.16%4.44%5.75%1.00%
20044.31%0.39%-2.15%13.01%
2003-3.76%17.51%6.77%12.46%
20022.85%-8.19%-15.92%3.01%
2001-17.27%13.71%-18.46%14.92%
200012.49%-5.32%5.70%-17.34%

Rank in category (by total return)

YTD58
1-month86
3-month85
1-year56
3-year84
5-year88

Load adjusted returns

1-year20.63%
3-year-1.19%
5-year7.52%
10-year6.23%