Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTXAX (Russell Investment Tax-Managed Real Assets Fund Class A) | 16.07% | 27.37% | 12.71% | 6.34% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTXAX (Russell Investment Tax-Managed Real Assets Fund Class A) | 06/19/2019 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.90 | 27.37 | 12.71 | 6.34 | NA | NA | NA | … | … | 16.07 | 13.56 | 1.50 | 7.41 | -11.66 | 26.56 | 3.73 | 5.75 |
| Sharpe Ratio | NA | 2.43 | 0.73 | 0.27 | NA | NA | NA | … | … | 3.56 | 0.72 | -0.17 | 0.24 | -0.62 | 1.93 | 0.10 | 1.07 |
| Standard Deviation(%) | NA | 10.73 | 13.85 | 15.72 | NA | NA | NA | … | … | 11.91 | 14.93 | 12.43 | 15.58 | 21.33 | 13.77 | 36.29 | 9.11 |
| Draw Down(%) | NA | 5.21 | 17.13 | 24.63 | NA | NA | NA | … | … | 5.21 | 14.42 | 8.64 | 15.08 | 24.63 | 5.65 | 38.38 | 5.38 |
| Yield(%) | 0.00 | 3.05 | 2.51 | 2.29 | 1.72 | 1.14 | 0.86 | … | … | 0.00 | 3.15 | 2.04 | 2.10 | 2.66 | 2.18 | 1.75 | 0.88 |
Data as of 06/03/2026, Common starting date is 06/19/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTXAX (Russell Investment Tax-Managed Real Assets Fund Class A) |
-1.63%
Mar 2022 – Mar 2025 |
4.80%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTXAX (Russell Investment Tax-Managed Real Assets Fund Class A) |
17.94%
Mar 2020 – Mar 2023 |
12.18%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart