Level Chart

Basic Info

The Russell 3000 Value Index covers United States securities with a focus on value from a fundamental perspective. This index can be important for investors that would like to benchmark for a value or conservative portfolio. Historically, the Russell 3000 Value index tends to have smaller drawdowns during pullbacks in the market, but also lower returns when the overall market is trending higher because of the characteristics of the underlying holdings.
Core Index Name Russell 3000 Value
Return Type Price Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Total Return Russell 3000 Value Total Return

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
-1.56%
4.71%
20.06%
16.33%
5.28%
8.88%
8.50%
12.04%
As of April 25, 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
13.19%
-8.58%
26.26%
2.87%
25.37%
-7.98%
11.66%
4.85%
As of April 25, 2024.

Basic Info

The Russell 3000 Value Index covers United States securities with a focus on value from a fundamental perspective. This index can be important for investors that would like to benchmark for a value or conservative portfolio. Historically, the Russell 3000 Value index tends to have smaller drawdowns during pullbacks in the market, but also lower returns when the overall market is trending higher because of the characteristics of the underlying holdings.
Core Index Name Russell 3000 Value
Return Type Price Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Total Return Russell 3000 Value Total Return