Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTXMX (Russell Investment Tax-Managed Real Assets Fund Class M) | 16.92% | 28.93% | 13.31% | 6.77% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTXMX (Russell Investment Tax-Managed Real Assets Fund Class M) | 06/19/2019 | 06/04/2026 |
| 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 (%) | -0.13 | 28.93 | 13.31 | 6.77 | NA | NA | NA | … | … | 16.92 | 11.07 | 1.85 | 7.72 | -11.36 | 27.04 | 4.02 | 6.02 |
| Sharpe Ratio | NA | 2.46 | 0.76 | 0.30 | NA | NA | NA | … | … | 3.60 | 0.54 | -0.38 | 0.23 | -0.60 | 1.97 | 0.10 | 1.13 |
| Standard Deviation(%) | NA | 10.76 | 13.87 | 15.75 | NA | NA | NA | … | … | 11.93 | 15.38 | 12.46 | 15.54 | 21.38 | 13.73 | 36.29 | 9.15 |
| Draw Down(%) | NA | 5.19 | 17.05 | 24.51 | NA | NA | NA | … | … | 5.19 | 14.38 | 8.66 | 14.97 | 24.51 | 5.70 | 38.29 | 5.38 |
| Yield(%) | 0.00 | 3.43 | 2.84 | 2.59 | 1.96 | 1.31 | 0.98 | … | … | 0.00 | 3.53 | 2.31 | 2.43 | 2.95 | 2.57 | 2.05 | 1.06 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| RTXMX (Russell Investment Tax-Managed Real Assets Fund Class M) |
-1.31%
Mar 2022 – Mar 2025 |
5.15%
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 |
|---|---|---|---|---|
| RTXMX (Russell Investment Tax-Managed Real Assets Fund Class M) |
18.35%
Mar 2020 – Mar 2023 |
12.56%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart