Russell Investments LifePoints Conservative Strategy Fund (RCLVX)
The investment seeks to provide current income and capital preservation, and as a secondary objective, long term capital appreciation. The fund is a "fund of funds," which seeks to achieve its objective by investing in a combination of several other Russell Investment Company Funds. The fund's investment adviser intends the fund's strategy of investing in a combination of underlying funds to result in investment diversification that an investor could otherwise achieve only by holding numerous individual investments. The investors may invest directly in the underlying funds in which the fund invests.
Fund Info
US78249R6936
Mar 23, 1998
$0
Large-Cap
Blend
Expense Ratio
RCLVX has an expense ratio of 0.67%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Russell Investments LifePoints Conservative Strategy Fund (RCLVX) returned 2.35% year-to-date (YTD) and 6.57% over the past 12 months. Over the past 10 years, RCLVX returned 1.99% annually, underperforming the S&P 500 benchmark at 10.85%.
RCLVX
2.35%
0.45%
0.39%
6.57%
2.59%
1.80%
1.99%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of RCLVX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.14% | 1.35% | -0.89% | 0.29% | 0.45% | 2.35% | |||||||
| 2024 | -0.23% | -0.00% | 1.38% | -2.95% | 2.23% | 1.15% | 2.19% | 1.68% | 1.54% | -2.63% | 1.79% | -2.24% | 3.77% |
| 2023 | 4.25% | -2.68% | 1.80% | 0.76% | -1.40% | 0.71% | 0.98% | -1.05% | -2.95% | -1.91% | 5.10% | 4.17% | 7.62% |
| 2022 | -2.04% | -1.46% | -2.01% | -4.32% | -0.00% | -3.50% | 3.12% | -2.62% | -5.72% | 0.55% | 4.58% | -1.11% | -14.04% |
| 2021 | -0.20% | 0.10% | 0.20% | 1.28% | 0.97% | 0.19% | 0.77% | 0.29% | -1.43% | 0.68% | -0.77% | 0.95% | 3.05% |
| 2020 | 0.31% | -1.02% | -8.21% | 4.47% | 2.35% | 1.36% | 1.75% | 0.91% | -1.10% | -0.92% | 4.20% | 1.60% | 5.21% |
| 2019 | 2.59% | 0.53% | 1.15% | 0.62% | -0.51% | 1.75% | 0.08% | 0.71% | 0.30% | 0.59% | 0.30% | 0.87% | 9.31% |
| 2018 | 0.61% | -1.21% | 0.10% | 0.20% | -0.31% | -0.20% | 0.47% | -0.20% | -0.41% | -1.14% | 0.31% | -1.00% | -2.76% |
| 2017 | 0.73% | 0.93% | 0.41% | 0.68% | 0.71% | 0.00% | 0.68% | 0.20% | 0.30% | 0.45% | -0.10% | 0.23% | 5.35% |
| 2016 | -0.83% | 0.11% | 3.05% | 0.82% | 0.10% | 1.22% | 1.39% | 0.10% | 0.30% | -0.69% | -1.20% | 0.81% | 5.21% |
| 2015 | 0.55% | 0.83% | -0.09% | 0.41% | -0.27% | -1.55% | 0.66% | -2.03% | -0.56% | 1.99% | -0.65% | -0.96% | -1.73% |
| 2014 | 1.10% | 0.62% | -0.37% | 1.35% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of RCLVX is 71, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Russell Investments LifePoints Conservative Strategy Fund (RCLVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Russell Investments LifePoints Conservative Strategy Fund provided a 3.75% dividend yield over the last twelve months, with an annual payout of $0.33 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.33 | $0.28 | $0.14 | $0.18 | $0.65 | $0.20 | $0.32 | $0.30 | $0.29 | $0.46 | $1.06 | $0.43 |
Dividend yield | 3.75% | 3.17% | 1.64% | 2.16% | 6.68% | 1.97% | 3.28% | 3.24% | 2.97% | 4.75% | 11.08% | 4.00% |
Monthly Dividends
The table displays the monthly dividend distributions for Russell Investments LifePoints Conservative Strategy Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.08 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.12 | $0.28 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.03 | $0.00 | $0.09 | $0.14 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.04 | $0.00 | $0.13 | $0.18 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 | $0.65 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.19 | $0.20 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.03 | $0.00 | $0.26 | $0.32 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.09 | $0.00 | $0.19 | $0.30 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.23 | $0.29 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.03 | $0.00 | $0.35 | $0.46 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.98 | $1.06 |
| 2014 | $0.01 | $0.00 | $0.42 | $0.43 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Russell Investments LifePoints Conservative Strategy Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Russell Investments LifePoints Conservative Strategy Fund was 19.23%, occurring on Oct 20, 2022. The portfolio has not yet recovered.
The current Russell Investments LifePoints Conservative Strategy Fund drawdown is 2.59%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.23% | Nov 10, 2021 | 238 | Oct 20, 2022 | — | — | — |
| -14.6% | Feb 24, 2020 | 20 | Mar 20, 2020 | 95 | Aug 5, 2020 | 115 |
| -6.68% | Apr 27, 2015 | 202 | Feb 11, 2016 | 92 | Jun 23, 2016 | 294 |
| -4.57% | Jan 29, 2018 | 229 | Dec 24, 2018 | 58 | Mar 20, 2019 | 287 |
| -4.15% | Nov 28, 2014 | 20 | Dec 26, 2014 | 17 | Jan 22, 2015 | 37 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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