RALVX vs. RFCYX
Compare and contrast key facts about Russell Investments LifePoints Growth Strategy Fund (RALVX) and Russell Investments Strategic Bond Fund (RFCYX).
RALVX is managed by Russell. It was launched on Mar 23, 1998. RFCYX is managed by Russell. It was launched on Jun 22, 2005.
Performance
RALVX vs. RFCYX - Performance Comparison
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RALVX vs. RFCYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RALVX Russell Investments LifePoints Growth Strategy Fund | -1.38% | 17.44% | 11.36% | 17.18% | -16.76% | 17.82% | 6.13% | 15.33% | -7.92% | 13.55% |
RFCYX Russell Investments Strategic Bond Fund | -0.52% | 7.55% | 1.11% | 4.92% | -14.07% | -1.55% | 8.98% | 9.57% | -0.54% | 4.04% |
Returns By Period
In the year-to-date period, RALVX achieves a -1.38% return, which is significantly lower than RFCYX's -0.52% return. Over the past 10 years, RALVX has outperformed RFCYX with an annualized return of 7.52%, while RFCYX has yielded a comparatively lower 1.75% annualized return.
RALVX
- 1D
- 2.22%
- 1M
- -5.43%
- YTD
- -1.38%
- 6M
- 0.84%
- 1Y
- 16.10%
- 3Y*
- 12.67%
- 5Y*
- 6.57%
- 10Y*
- 7.52%
RFCYX
- 1D
- 0.45%
- 1M
- -1.88%
- YTD
- -0.52%
- 6M
- 0.29%
- 1Y
- 3.53%
- 3Y*
- 3.32%
- 5Y*
- -0.09%
- 10Y*
- 1.75%
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RALVX vs. RFCYX - Expense Ratio Comparison
RALVX has a 0.75% expense ratio, which is higher than RFCYX's 0.45% expense ratio.
Return for Risk
RALVX vs. RFCYX — Risk / Return Rank
RALVX
RFCYX
RALVX vs. RFCYX - 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 Strategic Bond Fund (RFCYX). 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.
| RALVX | RFCYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.94 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.79 | 1.37 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.17 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.52 | +0.14 |
Martin ratioReturn relative to average drawdown | 7.60 | 4.65 | +2.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RALVX | RFCYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.94 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | -0.02 | +0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.35 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.75 | -0.53 |
Correlation
The correlation between RALVX and RFCYX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
RALVX vs. RFCYX - Dividend Comparison
RALVX's dividend yield for the trailing twelve months is around 11.84%, more than RFCYX's 5.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RALVX Russell Investments LifePoints Growth Strategy Fund | 11.84% | 11.68% | 2.31% | 1.21% | 4.20% | 17.98% | 0.54% | 6.24% | 7.01% | 5.99% | 4.79% | 1.23% |
RFCYX Russell Investments Strategic Bond Fund | 5.21% | 5.18% | 4.89% | 2.77% | 2.77% | 2.13% | 7.15% | 3.70% | 2.41% | 1.29% | 4.92% | 4.06% |
Drawdowns
RALVX vs. RFCYX - Drawdown Comparison
The maximum RALVX drawdown since its inception was -59.59%, which is greater than RFCYX's maximum drawdown of -19.34%. Use the drawdown chart below to compare losses from any high point for RALVX and RFCYX.
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Drawdown Indicators
| RALVX | RFCYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.59% | -19.34% | -40.25% |
Max Drawdown (1Y)Largest decline over 1 year | -10.04% | -3.08% | -6.96% |
Max Drawdown (5Y)Largest decline over 5 years | -24.35% | -19.34% | -5.01% |
Max Drawdown (10Y)Largest decline over 10 years | -30.08% | -19.34% | -10.74% |
Current DrawdownCurrent decline from peak | -6.12% | -4.41% | -1.71% |
Average DrawdownAverage peak-to-trough decline | -13.33% | -3.38% | -9.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 1.01% | +1.18% |
Volatility
RALVX vs. RFCYX - Volatility Comparison
Russell Investments LifePoints Growth Strategy Fund (RALVX) has a higher volatility of 4.74% compared to Russell Investments Strategic Bond Fund (RFCYX) at 1.58%. This indicates that RALVX's price experiences larger fluctuations and is considered to be riskier than RFCYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RALVX | RFCYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.74% | 1.58% | +3.16% |
Volatility (6M)Calculated over the trailing 6-month period | 7.55% | 2.49% | +5.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.56% | 4.37% | +9.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.13% | 5.94% | +7.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.65% | 4.99% | +8.66% |