RALVX vs. RGEAX
Compare and contrast key facts about Russell Investments LifePoints Growth Strategy Fund (RALVX) and Russell Investments Global Equity Fund (RGEAX).
RALVX is managed by Russell. It was launched on Mar 23, 1998. RGEAX is managed by Russell. It was launched on Feb 27, 2007.
Performance
RALVX vs. RGEAX - Performance Comparison
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RALVX vs. RGEAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RALVX Russell Investments LifePoints Growth Strategy Fund | -3.52% | 17.44% | 11.36% | 17.18% | -16.76% | 17.82% | 6.13% | 15.33% | -7.92% | 13.55% |
RGEAX Russell Investments Global Equity Fund | -5.73% | 20.92% | 15.25% | 22.12% | -16.78% | 22.30% | 12.95% | 25.89% | -9.41% | 22.83% |
Returns By Period
In the year-to-date period, RALVX achieves a -3.52% return, which is significantly higher than RGEAX's -5.73% return. Over the past 10 years, RALVX has underperformed RGEAX with an annualized return of 7.29%, while RGEAX has yielded a comparatively higher 10.96% annualized return.
RALVX
- 1D
- -0.08%
- 1M
- -7.89%
- YTD
- -3.52%
- 6M
- -1.00%
- 1Y
- 14.04%
- 3Y*
- 11.85%
- 5Y*
- 6.32%
- 10Y*
- 7.29%
RGEAX
- 1D
- -0.19%
- 1M
- -9.11%
- YTD
- -5.73%
- 6M
- -2.52%
- 1Y
- 15.16%
- 3Y*
- 14.51%
- 5Y*
- 8.52%
- 10Y*
- 10.96%
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RALVX vs. RGEAX - Expense Ratio Comparison
RALVX has a 0.75% expense ratio, which is lower than RGEAX's 1.24% expense ratio.
Return for Risk
RALVX vs. RGEAX — Risk / Return Rank
RALVX
RGEAX
RALVX vs. RGEAX - 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 Global Equity Fund (RGEAX). 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 | RGEAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.90 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.37 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.10 | +0.16 |
Martin ratioReturn relative to average drawdown | 5.87 | 5.25 | +0.62 |
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 | RGEAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.90 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.52 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.64 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.35 | -0.13 |
Correlation
The correlation between RALVX and RGEAX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RALVX vs. RGEAX - Dividend Comparison
RALVX's dividend yield for the trailing twelve months is around 12.10%, more than RGEAX's 8.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RALVX Russell Investments LifePoints Growth Strategy Fund | 12.10% | 11.68% | 2.31% | 1.21% | 4.20% | 17.98% | 0.54% | 6.24% | 7.01% | 5.99% | 4.79% | 1.23% |
RGEAX Russell Investments Global Equity Fund | 8.83% | 8.33% | 7.28% | 1.04% | 1.67% | 6.85% | 29.97% | 13.77% | 15.65% | 13.13% | 8.21% | 11.12% |
Drawdowns
RALVX vs. RGEAX - Drawdown Comparison
The maximum RALVX drawdown since its inception was -59.59%, roughly equal to the maximum RGEAX drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for RALVX and RGEAX.
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Drawdown Indicators
| RALVX | RGEAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.59% | -56.78% | -2.81% |
Max Drawdown (1Y)Largest decline over 1 year | -10.04% | -11.89% | +1.85% |
Max Drawdown (5Y)Largest decline over 5 years | -24.35% | -25.91% | +1.56% |
Max Drawdown (10Y)Largest decline over 10 years | -30.08% | -34.85% | +4.77% |
Current DrawdownCurrent decline from peak | -8.16% | -9.51% | +1.35% |
Average DrawdownAverage peak-to-trough decline | -13.34% | -9.22% | -4.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 2.49% | -0.33% |
Volatility
RALVX vs. RGEAX - Volatility Comparison
The current volatility for Russell Investments LifePoints Growth Strategy Fund (RALVX) is 3.98%, while Russell Investments Global Equity Fund (RGEAX) has a volatility of 4.53%. This indicates that RALVX experiences smaller price fluctuations and is considered to be less risky than RGEAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RALVX | RGEAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 4.53% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 7.23% | 8.85% | -1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.41% | 16.88% | -3.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.10% | 16.39% | -3.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.63% | 17.15% | -3.52% |