INDX-RUA

Russell 3000

Index

$4,329.19−50.07 (−1.14%)Close Oct 16, 2026

Sep 10, 1987 – Oct 16, 2026

Final balance: $242,084
CAGR: +8.49%
Max drawdown: −57.07%
Sharpe ratio: 0.54

Growth of $10,000

Trailing returns (%)

Russell 3000's average annual return was 13.13% over the last 10 years and 8.85% over the last 20 years, through Oct 16, 2026. $10,000 in the Russell 3000 on Oct 14, 2016 grew to $34,329 by Oct 16, 2026.

Ticker	1M	3M	6M	YTD	1Y	3Y	5Y	10Y	15Y	20Y	25Y	30Y	Since 1987
INDX-RUA	+1.01	+1.02	+8.11	+11.50	+14.75	+20.06	+10.25	+13.13	+12.68	+8.85	+8.21	+8.26	+8.49

1M: +1.01%
3M: +1.02%
6M: +8.11%
YTD: +11.50%
1Y: +14.75%
3Y: +20.06%
5Y: +10.25%
10Y: +13.13%
15Y: +12.68%
20Y: +8.85%
25Y: +8.21%
30Y: +8.26%
Since 1987: +8.49%

Annual returns

1987 from Sep 10 · 2026 through Oct 16

Russell 3000 returns by year

Year	Return
2026 through Oct 16	+11.50%
2025	+15.67%
2024	+22.15%
2023	+23.95%
2022	−20.48%
2021	+24.00%
2020	+18.82%
2019	+28.54%
2018	−6.99%
2017	+18.85%
2016	+10.42%
2015	−1.47%
2014	+10.45%
2013	+30.95%
2012	+13.98%
2011	−0.92%
2010	+14.75%
2009	+25.46%
2008	−38.70%
2007	+3.30%
2006	+13.66%
2005	+4.28%
2004	+10.08%
2003	+28.73%
2002	−22.81%
2001	−12.62%
2000	−8.52%
1999	+19.43%
1998	+22.32%
1997	+29.47%
1996	+19.19%
1995	+33.58%
1994	−2.48%
1993	+8.14%
1992	+6.59%
1991	+29.58%
1990	−8.32%
1989	+25.01%
1988	+13.79%
1987 from Sep 10	−22.45%

Metrics

Since 1987

Volatility	18.32%
Sortino ratio	0.75
Calmar ratio	0.15
Best year, 1995	+33.58%
Worst year, 2008	−38.70%
Positive years	28 of 38
Longest drawdown	6.9 years

Worst drawdowns

Since 1987

Decline	Peak	Bottom	Recovered	Length
−57.1%	Oct 2007	Mar 2009	Feb 2013	5.4 years
−49.1%	Mar 2000	Oct 2002	Feb 2007	6.9 years
−35.1%	Feb 2020	Mar 2020	Aug 2020	6 months
−32.2%	Oct 1987	Dec 1987	Jun 1989	1.7 years
−26.0%	Jan 2022	Oct 2022	Jan 2024	2.1 years