RALVX vs. RSEAX
RALVX (Russell Investments LifePoints Growth Strategy Fund) and RSEAX (Russell Investments U.S. Strategic Equity Fund) are both mutual funds - RALVX is a Diversified Portfolio fund managed by Russell, while RSEAX is a Large Cap Blend Equities fund managed by Russell. Over the past 10 years, RALVX returned 8.34%/yr vs 12.98%/yr for RSEAX. Their correlation of 0.92 suggests significant overlap in exposure. RALVX charges 0.75%/yr vs 0.99%/yr for RSEAX.
Performance
RALVX vs. RSEAX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with RALVX having a 9.44% return and RSEAX slightly lower at 9.41%. Over the past 10 years, RALVX has underperformed RSEAX with an annualized return of 8.34%, while RSEAX has yielded a comparatively higher 12.98% annualized return.
RALVX
- 1D
- 0.42%
- 1M
- 1.28%
- YTD
- 9.44%
- 6M
- 9.97%
- 1Y
- 22.72%
- 3Y*
- 15.91%
- 5Y*
- 7.88%
- 10Y*
- 8.34%
RSEAX
- 1D
- 0.49%
- 1M
- 2.91%
- YTD
- 9.41%
- 6M
- 8.93%
- 1Y
- 24.15%
- 3Y*
- 19.50%
- 5Y*
- 10.08%
- 10Y*
- 12.98%
RALVX vs. RSEAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RALVX Russell Investments LifePoints Growth Strategy Fund | 9.44% | 17.44% | 11.36% | 17.18% | -16.76% | 17.82% | 6.13% | 15.33% | -7.92% | 13.55% |
RSEAX Russell Investments U.S. Strategic Equity Fund | 9.41% | 14.44% | 19.90% | 26.15% | -21.05% | 20.19% | 23.44% | 29.58% | -9.98% | 20.77% |
Correlation
The correlation between RALVX and RSEAX is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2013 | 0.92 |
The correlation between RALVX and RSEAX has been stable across timeframes, ranging from 0.91 to 0.96 - a consistent structural relationship.
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Return for Risk
RALVX vs. RSEAX — Risk / Return Rank
RALVX
RSEAX
RALVX vs. RSEAX - 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 U.S. Strategic Equity Fund (RSEAX). 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 | RSEAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.36 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.77 | 2.61 | +0.16 |
| Martin ratioReturn relative to average drawdown | 12.36 | 11.13 | +1.22 |
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 | RSEAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.30 | 2.03 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.55 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.69 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.70 | -0.45 |
Drawdowns
RALVX vs. RSEAX - Drawdown Comparison
The maximum RALVX drawdown since its inception was -59.59%, which is greater than RSEAX's maximum drawdown of -34.37%. Use the drawdown chart below to compare losses from any high point for RALVX and RSEAX.
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Drawdown Indicators
| RALVX | RSEAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.59% | -34.37% | -25.22% |
Max Drawdown (1Y)Largest decline over 1 year | -8.16% | -9.19% | +1.03% |
Max Drawdown (3Y)Largest decline over 3 years | -13.71% | -25.68% | +11.97% |
Max Drawdown (5Y)Largest decline over 5 years | -24.35% | -27.52% | +3.17% |
Max Drawdown (10Y)Largest decline over 10 years | -30.08% | -34.37% | +4.29% |
Current DrawdownCurrent decline from peak | -0.21% | -0.43% | +0.22% |
Average DrawdownAverage peak-to-trough decline | -13.25% | -4.91% | -8.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 2.15% | -0.32% |
Volatility
RALVX vs. RSEAX - Volatility Comparison
Russell Investments LifePoints Growth Strategy Fund (RALVX) and Russell Investments U.S. Strategic Equity Fund (RSEAX) have volatilities of 2.91% and 2.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RALVX | RSEAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.91% | 2.81% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 7.80% | 8.88% | -1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.83% | 11.83% | -2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.19% | 18.47% | -5.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.68% | 18.86% | -5.18% |
RALVX vs. RSEAX - Expense Ratio Comparison
RALVX has a 0.75% expense ratio, which is lower than RSEAX's 0.99% expense ratio.
Dividends
RALVX vs. RSEAX - Dividend Comparison
RALVX's dividend yield for the trailing twelve months is around 10.66%, which matches RSEAX's 10.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RALVX Russell Investments LifePoints Growth Strategy Fund | 10.66% | 11.68% | 2.31% | 1.21% | 4.20% | 17.98% | 0.54% | 6.24% | 7.01% | 5.99% | 4.79% | 1.23% |
RSEAX Russell Investments U.S. Strategic Equity Fund | 10.69% | 11.81% | 10.74% | 4.04% | 6.61% | 7.64% | 0.52% | 5.07% | 23.30% | 9.12% | 5.47% | 6.41% |
Frequently Asked Questions
With a correlation of 0.94, RALVX and RSEAX 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 (2.91%) compared to RSEAX (2.81%). In terms of maximum drawdown, RALVX dropped -59.59% vs RSEAX's -34.37%.
RALVX currently has the higher Sharpe Ratio (2.30 vs 2.03), 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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