RCLVX vs. REAYX
Compare and contrast key facts about Russell Investments LifePoints Conservative Strategy Fund (RCLVX) and Russell Investments Equity Income Fund (REAYX).
RCLVX is managed by Russell. It was launched on Mar 23, 1998. REAYX is managed by Russell. It was launched on Mar 29, 2000.
Performance
RCLVX vs. REAYX - Performance Comparison
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RCLVX vs. REAYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RCLVX Russell Investments LifePoints Conservative Strategy Fund | -0.33% | 8.93% | 3.04% | 7.61% | -14.04% | 3.05% | 5.21% | 9.30% | -2.75% | 3.52% |
REAYX Russell Investments Equity Income Fund | 2.42% | 14.66% | 11.90% | 12.50% | -8.86% | 27.01% | 9.06% | 29.57% | -8.60% | 13.19% |
Returns By Period
In the year-to-date period, RCLVX achieves a -0.33% return, which is significantly lower than REAYX's 2.42% return.
RCLVX
- 1D
- 0.66%
- 1M
- -2.55%
- YTD
- -0.33%
- 6M
- 0.63%
- 1Y
- 6.39%
- 3Y*
- 5.24%
- 5Y*
- 1.17%
- 10Y*
- 2.61%
REAYX
- 1D
- 1.97%
- 1M
- -4.59%
- YTD
- 2.42%
- 6M
- 5.36%
- 1Y
- 14.14%
- 3Y*
- 13.44%
- 5Y*
- 9.04%
- 10Y*
- —
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RCLVX vs. REAYX - Expense Ratio Comparison
RCLVX has a 0.67% expense ratio, which is higher than REAYX's 0.66% expense ratio.
Return for Risk
RCLVX vs. REAYX — Risk / Return Rank
RCLVX
REAYX
RCLVX vs. REAYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments LifePoints Conservative Strategy Fund (RCLVX) and Russell Investments Equity Income Fund (REAYX). 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.
| RCLVX | REAYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 0.93 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.36 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.20 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.29 | +0.54 |
Martin ratioReturn relative to average drawdown | 7.12 | 5.79 | +1.33 |
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
| RCLVX | REAYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 0.93 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.54 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.57 | -0.31 |
Correlation
The correlation between RCLVX and REAYX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
RCLVX vs. REAYX - Dividend Comparison
RCLVX's dividend yield for the trailing twelve months is around 3.63%, less than REAYX's 14.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RCLVX Russell Investments LifePoints Conservative Strategy Fund | 3.63% | 3.62% | 2.47% | 1.63% | 2.16% | 6.68% | 1.97% | 3.27% | 3.25% | 2.98% | 4.74% | 11.07% |
REAYX Russell Investments Equity Income Fund | 14.88% | 15.24% | 15.38% | 13.55% | 19.72% | 10.47% | 3.61% | 1.86% | 45.26% | 14.47% | 0.00% | 0.00% |
Drawdowns
RCLVX vs. REAYX - Drawdown Comparison
The maximum RCLVX drawdown since its inception was -28.60%, smaller than the maximum REAYX drawdown of -36.87%. Use the drawdown chart below to compare losses from any high point for RCLVX and REAYX.
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Drawdown Indicators
| RCLVX | REAYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.60% | -36.87% | +8.27% |
Max Drawdown (1Y)Largest decline over 1 year | -3.81% | -11.63% | +7.82% |
Max Drawdown (5Y)Largest decline over 5 years | -19.23% | -20.66% | +1.43% |
Max Drawdown (10Y)Largest decline over 10 years | -19.23% | — | — |
Current DrawdownCurrent decline from peak | -2.86% | -4.82% | +1.96% |
Average DrawdownAverage peak-to-trough decline | -3.78% | -5.00% | +1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 2.59% | -1.61% |
Volatility
RCLVX vs. REAYX - Volatility Comparison
The current volatility for Russell Investments LifePoints Conservative Strategy Fund (RCLVX) is 2.03%, while Russell Investments Equity Income Fund (REAYX) has a volatility of 3.97%. This indicates that RCLVX experiences smaller price fluctuations and is considered to be less risky than REAYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RCLVX | REAYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.03% | 3.97% | -1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 2.85% | 7.76% | -4.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.76% | 15.11% | -10.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.02% | 16.77% | -10.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.61% | 18.68% | -13.07% |