Russell 1000 Value Index (^RLV)
^RLVShare Price Chart
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^RLVPerformance
The chart shows the growth of $10,000 invested in Russell 1000 Value Index in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $25,160 for a total return of roughly 151.60%. All prices are adjusted for splits and dividends.
^RLVReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | -8.30% | -10.03% |
| 6M | -10.32% | -12.20% |
| YTD | -12.26% | -18.73% |
| 1Y | -7.37% | -13.56% |
| 5Y | 4.70% | 9.16% |
| 10Y | 7.26% | 10.25% |
^RLVMonthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -3.95% | -0.74% | 3.67% | -3.32% | -0.85% | -8.93% | 6.48% | -3.20% | -1.36% | |||
| 2021 | -1.07% | 7.05% | 4.91% | 3.71% | 2.16% | -1.93% | 1.16% | 1.71% | -1.89% | 2.93% | -2.06% | 4.34% |
| 2020 | -2.32% | -9.91% | -17.32% | 11.04% | 3.09% | -0.88% | 3.77% | 3.89% | -2.64% | -1.48% | 13.19% | 3.64% |
| 2019 | 7.57% | 2.93% | 0.43% | 3.37% | -6.70% | 6.97% | 0.65% | -3.22% | 3.35% | 1.23% | 2.82% | 2.51% |
| 2018 | 3.73% | -5.02% | -1.96% | 0.18% | 0.30% | 0.07% | 3.78% | 1.21% | -0.00% | -5.33% | 2.70% | -9.82% |
| 2017 | 0.58% | 3.31% | -1.21% | -0.33% | -0.38% | 1.45% | 1.17% | -1.45% | 2.78% | 0.58% | 2.76% | 1.27% |
| 2016 | -5.30% | -0.37% | 6.98% | 1.96% | 1.24% | 0.66% | 2.74% | 0.47% | -0.40% | -1.70% | 5.40% | 2.29% |
| 2015 | -4.11% | 4.54% | -1.55% | 0.82% | 0.92% | -2.19% | 0.30% | -6.22% | -3.23% | 7.38% | 0.09% | -2.37% |
| 2014 | -3.67% | 4.03% | 2.22% | 0.83% | 1.20% | 2.43% | -1.86% | 3.43% | -2.25% | 2.11% | 1.80% | 0.41% |
| 2013 | 6.34% | 1.18% | 3.78% | 1.38% | 2.29% | -1.06% | 5.23% | -4.03% | 2.31% | 4.22% | 2.54% | 2.33% |
| 2012 | 3.62% | 3.70% | 2.77% | -1.18% | -6.13% | 4.74% | 0.88% | 1.89% | 2.97% | -0.65% | -0.35% | 1.82% |
| 2011 | 2.12% | 3.45% | 0.22% | 2.51% | -1.28% | -2.25% | -3.47% | -6.49% | -7.75% | 11.23% | -0.81% | 1.78% |
| 2010 | -4.73% | 2.88% | 6.34% | 2.46% | -8.44% | -5.80% | 6.59% | -4.51% | 7.55% | 2.84% | -0.77% | 7.69% |
^RLVDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
^RLVWorst Drawdowns
The table below shows the maximum drawdowns of the Russell 1000 Value Index. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Russell 1000 Value Index is 38.60%, recorded on Mar 23, 2020. It took 200 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.6% | Jan 21, 2020 | 44 | Mar 23, 2020 | 200 | Jan 6, 2021 | 244 |
| -22.29% | May 2, 2011 | 108 | Oct 3, 2011 | 115 | Mar 19, 2012 | 223 |
| -20.17% | Jan 29, 2018 | 229 | Dec 24, 2018 | 217 | Nov 4, 2019 | 446 |
| -17.64% | Dec 30, 2014 | 282 | Feb 11, 2016 | 124 | Aug 8, 2016 | 406 |
| -17.4% | Jan 14, 2022 | 107 | Jun 17, 2022 | — | — | — |
| -16.94% | Apr 26, 2010 | 49 | Jul 2, 2010 | 119 | Dec 21, 2010 | 168 |
| -10.37% | Mar 27, 2012 | 48 | Jun 4, 2012 | 52 | Aug 16, 2012 | 100 |
| -8.66% | Jan 12, 2010 | 19 | Feb 8, 2010 | 22 | Mar 11, 2010 | 41 |
| -7.97% | Sep 19, 2014 | 19 | Oct 15, 2014 | 16 | Nov 6, 2014 | 35 |
| -7.45% | Oct 19, 2012 | 18 | Nov 15, 2012 | 31 | Jan 2, 2013 | 49 |
^RLVVolatility Chart
Current Russell 1000 Value Index volatility is 26.42%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.