RFBSX vs. RALVX
Compare and contrast key facts about Russell Investments Short Duration Bond Fund (RFBSX) and Russell Investments LifePoints Growth Strategy Fund (RALVX).
RFBSX is managed by Russell. It was launched on Oct 30, 1981. RALVX is managed by Russell. It was launched on Mar 23, 1998.
Performance
RFBSX vs. RALVX - Performance Comparison
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RFBSX vs. RALVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RFBSX Russell Investments Short Duration Bond Fund | 0.06% | 5.92% | 4.67% | 5.06% | -4.95% | -0.75% | 4.98% | 4.69% | 1.27% | 1.33% |
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% |
Returns By Period
In the year-to-date period, RFBSX achieves a 0.06% return, which is significantly higher than RALVX's -3.52% return. Over the past 10 years, RFBSX has underperformed RALVX with an annualized return of 2.31%, while RALVX has yielded a comparatively higher 7.29% annualized return.
RFBSX
- 1D
- 0.16%
- 1M
- -0.78%
- YTD
- 0.06%
- 6M
- 1.15%
- 1Y
- 4.09%
- 3Y*
- 4.68%
- 5Y*
- 1.99%
- 10Y*
- 2.31%
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%
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RFBSX vs. RALVX - Expense Ratio Comparison
RFBSX has a 0.55% expense ratio, which is lower than RALVX's 0.75% expense ratio.
Return for Risk
RFBSX vs. RALVX — Risk / Return Rank
RFBSX
RALVX
RFBSX vs. RALVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments Short Duration Bond Fund (RFBSX) and Russell Investments LifePoints Growth Strategy Fund (RALVX). 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.
| RFBSX | RALVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.70 | 1.06 | +1.64 |
Sortino ratioReturn per unit of downside risk | 4.05 | 1.55 | +2.50 |
Omega ratioGain probability vs. loss probability | 1.58 | 1.23 | +0.35 |
Calmar ratioReturn relative to maximum drawdown | 4.14 | 1.26 | +2.88 |
Martin ratioReturn relative to average drawdown | 17.47 | 5.87 | +11.60 |
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
| RFBSX | RALVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.70 | 1.06 | +1.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.48 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.33 | 0.54 | +0.80 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 0.22 | +0.80 |
Correlation
The correlation between RFBSX and RALVX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
RFBSX vs. RALVX - Dividend Comparison
RFBSX's dividend yield for the trailing twelve months is around 4.63%, less than RALVX's 12.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFBSX Russell Investments Short Duration Bond Fund | 4.63% | 4.85% | 3.91% | 2.83% | 0.68% | 1.72% | 2.23% | 2.43% | 2.32% | 1.33% | 1.73% | 1.48% |
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% |
Drawdowns
RFBSX vs. RALVX - Drawdown Comparison
The maximum RFBSX drawdown since its inception was -9.71%, smaller than the maximum RALVX drawdown of -59.59%. Use the drawdown chart below to compare losses from any high point for RFBSX and RALVX.
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Drawdown Indicators
| RFBSX | RALVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.71% | -59.59% | +49.88% |
Max Drawdown (1Y)Largest decline over 1 year | -1.04% | -10.04% | +9.00% |
Max Drawdown (5Y)Largest decline over 5 years | -7.80% | -24.35% | +16.55% |
Max Drawdown (10Y)Largest decline over 10 years | -7.80% | -30.08% | +22.28% |
Current DrawdownCurrent decline from peak | -0.78% | -8.16% | +7.38% |
Average DrawdownAverage peak-to-trough decline | -2.22% | -13.34% | +11.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.25% | 2.16% | -1.91% |
Volatility
RFBSX vs. RALVX - Volatility Comparison
The current volatility for Russell Investments Short Duration Bond Fund (RFBSX) is 0.57%, while Russell Investments LifePoints Growth Strategy Fund (RALVX) has a volatility of 3.98%. This indicates that RFBSX experiences smaller price fluctuations and is considered to be less risky than RALVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RFBSX | RALVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.57% | 3.98% | -3.41% |
Volatility (6M)Calculated over the trailing 6-month period | 0.91% | 7.23% | -6.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.52% | 13.41% | -11.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.04% | 13.10% | -11.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.74% | 13.63% | -11.89% |