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Russell Investment Co Lifepoints Conservative Strategy Fd Cl S: (MF: RCLSX)
(NASDAQ Mutual Funds) As of May 13, 2025 08:00 PM ET
$8.88 USD
0.00 (NA)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.05 | 21 |
| 3 months | 0.56 | 18 |
| 6 months | 1.54 | 20 |
| 1 Year | 8.03 | 43 |
| 3 Year | 3.01 | 91 |
| 5 Year | 2.54 | 96 |
| 10 Year | 2.25 | 94 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 34.81 |
| Bear Market (10/07 - 2/09) | -19.51 |
| Bull Market (2/09 - 3/21) | 110.24 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 4.56 |
| 5 Year | 3.39 |
| 10 Year | 2.29 |
| Since Inception | 3.72 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.82 | NA | NA | NA |
| 2024 | 1.37 | 0.29 | 5.68 | -3.11 |
| 2023 | 3.51 | 0.12 | -2.91 | 7.42 |
| 2022 | -5.40 | -7.54 | -5.20 | 3.91 |
| 2021 | 0.09 | 2.66 | -0.38 | 1.02 |
| 2020 | -8.77 | 8.50 | 1.54 | 5.08 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.05 | 4.10 | 8.09 | -13.85 | 3.42 | 5.61 | 9.76 | -2.39 | 5.73 | 5.54 | -1.39 |
| % Total Return Rel to Index | 6.97 | -20.91 | -18.15 | 4.35 | -25.26 | -12.78 | -21.72 | 1.99 | -16.06 | -6.39 | -2.78 |
| % Total Return Rel to Peer | 2.28 | -7.54 | -1.28 | -6.88 | -17.57 | 0.45 | -12.22 | 4.62 | -8.37 | -5.82 | 2.09 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 5.00 | 5.00 | 3.00 | 5.00 | 1.00 | 5.00 | 5.00 | 2.00 |
| % Dividends | 0.08 | 0.30 | 0.17 | 0.20 | 0.23 | 0.17 | 0.27 | 0.26 | 0.20 | 0.29 | 0.25 |
| % Yield | 0.85 | 3.31 | 3.33 | 2.29 | 2.13 | 1.65 | 2.58 | 2.69 | 1.97 | 2.86 | 2.29 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.43 | 0.04 | 0.09 | 0.06 | 0.12 | 0.20 | 0.85 |
| Expense Ratio | 0.00 | 0.33 | 0.30 | 0.30 | 0.30 | 0.30 | 0.29 | 0.30 | 0.30 | 0.29 | 0.30 |
* 1 = Top 20%, 5 = Bottom 20%