RELVX vs. RSEAX
Compare and contrast key facts about Russell Investments LifePoints Equity Growth Strategy Fund (RELVX) and Russell Investments U.S. Strategic Equity Fund (RSEAX).
RELVX is managed by Russell. It was launched on Mar 23, 1998. RSEAX is managed by Russell. It was launched on Aug 6, 2012.
Performance
RELVX vs. RSEAX - Performance Comparison
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RELVX vs. RSEAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RELVX Russell Investments LifePoints Equity Growth Strategy Fund | -3.84% | 18.70% | 12.82% | 18.70% | -17.25% | 20.58% | 4.04% | 18.42% | -9.80% | 15.56% |
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, RELVX achieves a -3.84% return, which is significantly higher than RSEAX's -7.56% return. Over the past 10 years, RELVX has underperformed RSEAX with an annualized return of 8.02%, while RSEAX has yielded a comparatively higher 11.35% annualized return.
RELVX
- 1D
- -0.13%
- 1M
- -8.39%
- YTD
- -3.84%
- 6M
- -1.15%
- 1Y
- 15.23%
- 3Y*
- 12.95%
- 5Y*
- 7.12%
- 10Y*
- 8.02%
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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RELVX vs. RSEAX - Expense Ratio Comparison
RELVX has a 0.72% expense ratio, which is lower than RSEAX's 0.99% expense ratio.
Return for Risk
RELVX vs. RSEAX — Risk / Return Rank
RELVX
RSEAX
RELVX vs. RSEAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments LifePoints Equity Growth Strategy Fund (RELVX) 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.
| RELVX | RSEAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.67 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.07 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.16 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 0.81 | +0.42 |
Martin ratioReturn relative to average drawdown | 5.85 | 3.65 | +2.20 |
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
| RELVX | RSEAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.67 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.42 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.60 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.63 | -0.45 |
Correlation
The correlation between RELVX 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
RELVX vs. RSEAX - Dividend Comparison
RELVX's dividend yield for the trailing twelve months is around 11.10%, less than RSEAX's 12.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RELVX Russell Investments LifePoints Equity Growth Strategy Fund | 11.10% | 10.67% | 0.80% | 1.15% | 5.74% | 8.12% | 1.67% | 3.09% | 5.24% | 2.47% | 1.82% | 1.15% |
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
RELVX vs. RSEAX - Drawdown Comparison
The maximum RELVX drawdown since its inception was -66.26%, which is greater than RSEAX's maximum drawdown of -34.37%. Use the drawdown chart below to compare losses from any high point for RELVX and RSEAX.
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Drawdown Indicators
| RELVX | RSEAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.26% | -34.37% | -31.89% |
Max Drawdown (1Y)Largest decline over 1 year | -11.08% | -12.04% | +0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -25.53% | -27.52% | +1.99% |
Max Drawdown (10Y)Largest decline over 10 years | -34.08% | -34.37% | +0.29% |
Current DrawdownCurrent decline from peak | -8.77% | -9.19% | +0.42% |
Average DrawdownAverage peak-to-trough decline | -17.40% | -4.96% | -12.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 2.68% | -0.34% |
Volatility
RELVX vs. RSEAX - Volatility Comparison
Russell Investments LifePoints Equity Growth Strategy Fund (RELVX) and Russell Investments U.S. Strategic Equity Fund (RSEAX) have volatilities of 4.24% 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
| RELVX | RSEAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.15% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 7.90% | 9.05% | -1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.88% | 17.87% | -2.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.57% | 18.46% | -3.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.14% | 18.84% | -3.70% |