Russell 3000 Index
The Russell 3000 Index is a capitalization-weighted stock market index that seeks to be a benchmark of the entire U.S. stock market. It measures the performance of the 3,000 largest publicly held companies incorporated in America as measured by total market capitalization, and represents approximately 98% of the American public equity market. The index was launched on January 1, 1984, and is maintained by FTSE Russell, a subsidiary of the London Stock Exchange Group. As of 31 December 2024[update], the weighted average market capitalization of a company in the index is approximately $966 billion and the median market capitalization is $2.28 billion.
The ticker symbol on most systems is either RUA or ^RUA.
Annual returns
[edit] |
| Year | Price return[1] | Total return |
|---|---|---|
| 1994 | −2.48% | 0.19% |
| 1995 | 33.58% | 36.80% |
| 1996 | 19.19% | 21.82% |
| 1997 | 29.47% | 31.78% |
| 1998 | 22.32% | 24.14% |
| 1999 | 19.43% | 20.90% |
| 2000 | −8.52% | –7.46% |
| 2001 | –12.62% | –11.46% |
| 2002 | –22.81% | –21.54% |
| 2003 | 28.73% | 31.06% |
| 2004 | 10.08% | 11.95% |
| 2005 | 4.28% | 6.12% |
| 2006 | 13.66% | 15.71% |
| 2007 | 3.30% | 5.14% |
| 2008 | −38.70% | –37.31% |
| 2009 | 25.46% | 28.34% |
| 2010 | 14.75% | 16.93% |
| 2011 | −0.92% | 1.03% |
| 2012 | 13.98% | 16.42% |
| 2013 | 30.95% | 33.55% |
| 2014 | 10.45% | 12.56% |
| 2015 | −1.47% | 0.48% |
| 2016 | 10.42% | 12.74% |
| 2017 | 18.85% | 21.13% |
| 2018 | −6.99% | −5.24% |
| 2019 | 28.54% | 31.02% |
| 2020 | 18.82% | 20.89% |
| 2021 | 24.00% | 25.66% |
| 2022 | –20.48% | –19.21% |
| 2023 | 23.95% | 25.96% |
| 2024 | 22.15% | 23.81% |
Investing
[edit]The Russell 3000 Index is tracked by several exchange-traded funds, such as the iShares Russell 3000 ETF (NYSE Arca: IWV)[2] and the Vanguard Russell 3000 ETF (Nasdaq: VTHR).[3]
Ten largest constituents
[edit]- Apple - Nasdaq: AAPL
- Nvidia - Nasdaq: NVDA
- Microsoft - Nasdaq: MSFT
- Amazon - Nasdaq: AMZN
- Meta - Nasdaq: META
- Tesla - Nasdaq: TSLA
- Alphabet (Class A) - Nasdaq: GOOGL
- Broadcom - Nasdaq: AVGO
- Alphabet (Class C) - Nasdaq: GOOG
- Berkshire Hathaway - NYSE: BRK.B
(as of December 31, 2024)[4]
Top sectors ordered by weight
[edit]- Technology
- Consumer Discretionary
- Industrials
- Financials
- Health Care
- Consumer Staples
- Energy
- Real Estate
- Utilities
- Telecommunications
- Basic Materials
(as of December 31, 2024)[5]
See also
[edit]References
[edit]- ^ "Russell 1000 (^RUA)". Retrieved December 8, 2021.
- ^ "iShares Russell 3000 ETF | IWV".
- ^ "Vanguard page for Vanguard Russell 3000 ETF".
- ^ "Index factsheet".
- ^ "Index factsheet".