RALVX vs. RBLVX
RALVX (Russell Investments LifePoints Growth Strategy Fund) and RBLVX (Russell Investments LifePoints Balanced Strategy Fund) are both Diversified Portfolio funds from Russell. Over the past 10 years, RALVX returned 8.18%/yr vs 6.08%/yr for RBLVX. Their 0.98 correlation means they have historically moved very closely together. RALVX charges 0.75%/yr vs 0.76%/yr for RBLVX.
Performance
RALVX vs. RBLVX - Performance Comparison
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Returns By Period
In the year-to-date period, RALVX achieves a 10.39% return, which is significantly higher than RBLVX's 7.79% return. Over the past 10 years, RALVX has outperformed RBLVX with an annualized return of 8.18%, while RBLVX has yielded a comparatively lower 6.08% annualized return.
RALVX
- 1D
- 0.92%
- 1M
- 1.44%
- 6M
- 7.34%
- YTD
- 10.39%
- 1Y
- 18.94%
- 3Y*
- 15.10%
- 5Y*
- 7.91%
- 10Y*
- 8.18%
- ALL TIME*
- 3.69%
RBLVX
- 1D
- 0.75%
- 1M
- 0.93%
- 6M
- 5.31%
- YTD
- 7.79%
- 1Y
- 14.72%
- 3Y*
- 12.20%
- 5Y*
- 5.63%
- 10Y*
- 6.08%
- ALL TIME*
- 3.06%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RALVX vs. RBLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RALVX Russell Investments LifePoints Growth Strategy Fund | 10.39% | 17.44% | 11.36% | 17.18% | -16.76% | 17.82% | 6.13% | 15.33% | -7.92% | 13.55% |
RBLVX Russell Investments LifePoints Balanced Strategy Fund | 7.79% | 14.63% | 8.79% | 13.89% | -16.25% | 13.34% | 4.04% | 13.55% | -6.58% | 9.91% |
Correlation
The correlation between RALVX and RBLVX is 0.99 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.99 |
Correlation (3Y) Balances recent behavior with more history. | 0.99 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.99 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.98 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 1999 | 0.98 |
The correlation between RALVX and RBLVX has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.
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Return for Risk
RALVX vs. RBLVX — Risk / Return Rank
RALVX
RBLVX
RALVX vs. RBLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments LifePoints Growth Strategy Fund (RALVX) and Russell Investments LifePoints Balanced Strategy Fund (RBLVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RALVX | RBLVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.35 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 2.35 | +0.17 |
| Martin ratioReturn relative to average drawdown | 10.92 | 10.13 | +0.79 |
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Drawdowns
RALVX vs. RBLVX - Drawdown Comparison
The maximum RALVX drawdown since its inception was -59.59%, which is greater than RBLVX's maximum drawdown of -50.99%. Use the drawdown chart below to compare losses from any high point for RALVX and RBLVX.
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Drawdown Indicators
| RALVX | RBLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.59% | -50.99% | -8.60% |
Max Drawdown (1Y)Largest decline over 1 year | -8.16% | -6.77% | -1.39% |
Max Drawdown (3Y)Largest decline over 3 years | -13.71% | -10.41% | -3.30% |
Max Drawdown (5Y)Largest decline over 5 years | -24.35% | -22.67% | -1.68% |
Max Drawdown (10Y)Largest decline over 10 years | -30.08% | -26.42% | -3.66% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -13.18% | -9.23% | -3.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 1.57% | +0.31% |
Volatility
RALVX vs. RBLVX - Volatility Comparison
Russell Investments LifePoints Growth Strategy Fund (RALVX) has a higher volatility of 3.11% compared to Russell Investments LifePoints Balanced Strategy Fund (RBLVX) at 2.43%. This indicates that RALVX's price experiences larger fluctuations and is considered to be riskier than RBLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RALVX | RBLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.11% | 2.43% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 8.80% | 7.02% | +1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.63% | 8.38% | +2.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.27% | 10.55% | +2.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.65% | 10.84% | +2.81% |
RALVX vs. RBLVX - Expense Ratio Comparison
RALVX has a 0.75% expense ratio, which is lower than RBLVX's 0.76% expense ratio.
Dividends
RALVX vs. RBLVX - Dividend Comparison
RALVX's dividend yield for the trailing twelve months is around 10.53%, more than RBLVX's 6.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RALVX Russell Investments LifePoints Growth Strategy Fund | 10.53% | 11.68% | 2.31% | 1.21% | 4.20% | 17.98% | 0.54% | 6.24% | 7.01% | 5.99% | 4.79% | 1.23% |
RBLVX Russell Investments LifePoints Balanced Strategy Fund | 6.75% | 7.12% | 0.98% | 1.42% | 4.51% | 15.03% | 1.25% | 3.42% | 5.98% | 5.64% | 7.73% | 10.09% |
Frequently Asked Questions
With a correlation of 0.99, RALVX and RBLVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RALVX has higher volatility (3.11%) compared to RBLVX (2.43%). In terms of maximum drawdown, RALVX dropped -59.59% vs RBLVX's -50.99%.
RALVX currently has the higher Sharpe Ratio (1.94 vs 1.90), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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