Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTXCX (Russell Investment Tax-Managed Real Assets Fund Class C) | 14.83% | 25.65% | 11.61% | 5.21% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTXCX (Russell Investment Tax-Managed Real Assets Fund Class C) | 06/19/2019 | 06/05/2026 |
| 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 (%) | -0.98 | 25.65 | 11.61 | 5.21 | NA | NA | NA | … | … | 14.83 | 11.02 | 0.75 | 6.62 | -12.36 | 25.76 | 2.81 | 5.31 |
| Sharpe Ratio | NA | 2.10 | 0.60 | 0.18 | NA | NA | NA | … | … | 2.95 | 0.55 | -0.47 | 0.15 | -0.65 | 1.87 | 0.07 | 0.98 |
| Standard Deviation(%) | NA | 10.95 | 13.86 | 15.73 | NA | NA | NA | … | … | 12.07 | 15.22 | 12.45 | 15.56 | 21.32 | 13.73 | 36.24 | 9.11 |
| Draw Down(%) | NA | 5.26 | 17.33 | 24.95 | NA | NA | NA | … | … | 5.26 | 14.47 | 8.62 | 15.61 | 24.95 | 5.71 | 38.40 | 5.38 |
| Yield(%) | 0.00 | 2.35 | 1.71 | 1.62 | 1.21 | 0.80 | 0.60 | … | … | 0.00 | 2.41 | 1.19 | 1.37 | 2.25 | 1.37 | 1.21 | 0.56 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| RTXCX (Russell Investment Tax-Managed Real Assets Fund Class C) |
-2.36%
Mar 2022 – Mar 2025 |
4.01%
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 |
|---|---|---|---|---|
| RTXCX (Russell Investment Tax-Managed Real Assets Fund Class C) |
17.03%
Mar 2020 – Mar 2023 |
11.33%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart