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Russell Investments Tax-Managed US Large Cap C (RTLCX)

68.94 +1.71 (+2.54%) USD  |  Apr 22 2025
Benchmark: Broad Asset Class
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RTLCX Historical Sharpe Ratio (Since Inception)

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Historical Sharpe Ratio Definition

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The Sharpe Ratio measures the risk-adjusted return of a security. This is a useful metric for analyzing the return you are receiving on a security in comparison to the amount of volatility expected. The historical sharpe ratio uses historical returns to calculate the return and standard deviation.

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Historical Sharpe Ratio (Since Inception) Range, Past 5 Years

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Historical Sharpe Ratio (Since Inception) Benchmarks

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Fidelity Advisor Stock Selector Fund C Upgrade
Russell Investments Sustainable Aware Equity Fd C Upgrade
Goldman Sachs US Tax-Managed Equity Fund C Upgrade
Calvert US Large-Cap Core Responsible Index C Upgrade
Fidelity Advisor Diversified Stock Fund C Upgrade

Historical Sharpe Ratio (Since Inception) Related Metrics

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Historical Sharpe Ratio (Since Inception) Excel Add-In Codes

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Metric Code: historical_sharpe_all
Latest Data Point: =YCP("M:RTLCX", "historical_sharpe_all")
Last 5 Data Points: =YCS("M:RTLCX", "historical_sharpe_all", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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