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Russell Investment Company Lifepoints Balanced Strategy Fd Cl A: (MF: RBLAX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$10.79 USD
+0.09 (0.84%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.09 | 50 |
| 3 months | 0.09 | 50 |
| 6 months | -2.11 | 62 |
| 1 Year | 4.79 | 63 |
| 3 Year | 3.69 | 58 |
| 5 Year | 8.76 | 57 |
| 10 Year | 4.39 | 70 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -40.60 |
| Bull Market (2/09 - 3/21) | 235.44 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -0.91 |
| 5 Year | 7.55 |
| 10 Year | 3.82 |
| Since Inception | 5.64 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.09 | NA | NA | NA |
| 2024 | 4.92 | 0.77 | 6.23 | -2.21 |
| 2023 | 4.96 | 3.08 | -3.33 | 9.27 |
| 2022 | -5.34 | -11.85 | -6.27 | 7.40 |
| 2021 | 4.88 | 4.23 | -0.57 | 4.40 |
| 2020 | -17.86 | 11.70 | 1.34 | 12.22 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.09 | 9.84 | 14.28 | -16.00 | 13.49 | 4.35 | 13.94 | -6.22 | 10.23 | 8.96 | -2.34 |
| % Total Return Rel to Index | 4.36 | -15.17 | -11.96 | 2.19 | -15.19 | -14.04 | -17.54 | -1.83 | -11.55 | -2.97 | -3.73 |
| % Total Return Rel to Peer | -0.10 | -0.07 | 1.12 | -3.04 | 1.98 | -6.32 | -3.25 | 0.27 | -3.22 | 2.69 | 0.01 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 5.00 | 4.00 | 3.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.19 | 0.16 | 0.20 | 0.37 | 0.17 | 0.11 | 0.62 | 0.28 | 0.31 | 0.25 |
| % Yield | 0.00 | 1.72 | 1.86 | 2.09 | 2.88 | 1.42 | 1.00 | 5.90 | 2.32 | 2.57 | 2.05 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.21 | 1.31 | 0.00 | 0.27 | 0.00 | 0.37 | 0.57 | 0.88 |
| Expense Ratio | 0.00 | 0.53 | 0.47 | 0.47 | 0.47 | 0.47 | 0.47 | 0.47 | 0.46 | 0.44 | 0.48 |
* 1 = Top 20%, 5 = Bottom 20%