Level Chart

Basic Info

The Russell 1000 Value index is an index that tracks large cap, value stocks. This benchmark is important for investors that might tilt their investments towards large cap value. Value stocks, in comparison to growth stocks, are considered companies with a stable cash flow, and more mature business model. The Russell 1000 value historically has smaller drawdowns compared to the S&P 500, but lower performance as well.
Core Index Name Russell 1000 Value
Return Type Price Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Total Return Russell 1000 Value Total Return

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
-2.25%
4.95%
14.01%
11.77%
4.94%
8.64%
8.42%
11.90%
As of April 18, 2024. Returns for periods of 1 year and above are annualized.

Annual Performance

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
13.66%
-8.27%
26.54%
2.80%
25.16%
-7.54%
11.46%
3.15%
As of April 18, 2024.

Basic Info

The Russell 1000 Value index is an index that tracks large cap, value stocks. This benchmark is important for investors that might tilt their investments towards large cap value. Value stocks, in comparison to growth stocks, are considered companies with a stable cash flow, and more mature business model. The Russell 1000 value historically has smaller drawdowns compared to the S&P 500, but lower performance as well.
Core Index Name Russell 1000 Value
Return Type Price Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Total Return Russell 1000 Value Total Return