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Russell Investment Company Lifepoints Balanced Strategy Fd Cl S: (MF: RBLSX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$11.03 USD
+0.09 (0.82%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.18 | 48 |
| 3 months | 0.18 | 48 |
| 6 months | -2.04 | 59 |
| 1 Year | 4.88 | 60 |
| 3 Year | 3.84 | 55 |
| 5 Year | 8.90 | 55 |
| 10 Year | 4.54 | 67 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 90.10 |
| Bear Market (10/07 - 2/09) | -40.40 |
| Bull Market (2/09 - 3/21) | 245.60 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 4.88 |
| 5 Year | 8.90 |
| 10 Year | 4.55 |
| Since Inception | 4.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.18 | NA | NA | NA |
| 2024 | 5.01 | 0.78 | 6.22 | -2.21 |
| 2023 | 4.97 | 3.15 | -3.33 | 9.33 |
| 2022 | -5.33 | -11.79 | -6.22 | 7.42 |
| 2021 | 4.89 | 4.27 | -0.53 | 4.49 |
| 2020 | -17.77 | 11.66 | 1.46 | 12.16 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.18 | 9.93 | 14.44 | -15.89 | 13.69 | 4.49 | 14.09 | -6.04 | 10.42 | 9.08 | -2.26 |
| % Total Return Rel to Index | 4.44 | -15.08 | -11.80 | 2.31 | -14.99 | -13.91 | -17.39 | -1.64 | -11.37 | -2.84 | -3.65 |
| % Total Return Rel to Peer | -0.01 | 0.01 | 1.28 | -2.92 | 2.18 | -6.19 | -3.10 | 0.45 | -3.03 | 2.81 | 0.09 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 5.00 | 4.00 | 3.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.20 | 0.17 | 0.21 | 0.39 | 0.18 | 0.12 | 0.63 | 0.30 | 0.32 | 0.27 |
| % Yield | 0.00 | 1.77 | 1.91 | 2.15 | 2.96 | 1.48 | 1.02 | 5.93 | 2.40 | 2.65 | 2.17 |
| Capital Gains ($) | 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 | 0.38 | 0.32 | 0.32 | 0.32 | 0.32 | 0.31 | 0.32 | 0.32 | 0.32 | 0.31 |
* 1 = Top 20%, 5 = Bottom 20%