RALVX vs. RSEAX
Compare and contrast key facts about Russell Investments LifePoints Growth Strategy Fund (RALVX) and Russell Investments U.S. Strategic Equity Fund (RSEAX).
RALVX is managed by Russell. It was launched on Mar 23, 1998. RSEAX is managed by Russell. It was launched on Aug 6, 2012.
Performance
RALVX vs. RSEAX - Performance Comparison
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RALVX vs. RSEAX - 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% |
RSEAX Russell Investments U.S. Strategic Equity Fund | -7.56% | 14.44% | 19.90% | 26.15% | -21.05% | 20.19% | 23.44% | 29.58% | -9.98% | 20.77% |
Returns By Period
In the year-to-date period, RALVX achieves a -3.52% return, which is significantly higher than RSEAX's -7.56% return. Over the past 10 years, RALVX has underperformed RSEAX with an annualized return of 7.29%, while RSEAX has yielded a comparatively higher 11.35% 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%
RSEAX
- 1D
- -0.13%
- 1M
- -7.29%
- YTD
- -7.56%
- 6M
- -5.84%
- 1Y
- 11.20%
- 3Y*
- 14.42%
- 5Y*
- 7.69%
- 10Y*
- 11.35%
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RALVX vs. RSEAX - Expense Ratio Comparison
RALVX has a 0.75% expense ratio, which is lower than RSEAX's 0.99% expense ratio.
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 | 1.06 | 0.67 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.07 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.16 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 0.81 | +0.45 |
Martin ratioReturn relative to average drawdown | 5.87 | 3.65 | +2.22 |
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 | 1.06 | 0.67 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.42 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.60 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.63 | -0.41 |
Correlation
The correlation between RALVX and RSEAX is 0.92, 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. RSEAX - Dividend Comparison
RALVX's dividend yield for the trailing twelve months is around 12.10%, less than RSEAX's 12.78% 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% |
RSEAX Russell Investments U.S. Strategic Equity Fund | 12.78% | 11.81% | 10.74% | 4.04% | 6.61% | 7.64% | 0.52% | 5.07% | 23.30% | 9.12% | 5.47% | 6.41% |
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 | -10.04% | -12.04% | +2.00% |
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 | -8.16% | -9.19% | +1.03% |
Average DrawdownAverage peak-to-trough decline | -13.34% | -4.96% | -8.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 2.68% | -0.52% |
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 3.98% and 4.15%, 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 | 3.98% | 4.15% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 7.23% | 9.05% | -1.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.41% | 17.87% | -4.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.10% | 18.46% | -5.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.63% | 18.84% | -5.21% |