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Provisional and legacy index returns


Investors using Russell Indexes may use provisional or legacy returns to choose an alternative reconstitution transition date while still obtaining an official benchmark return. Provisional returns apply to investors transitioning before reconstitution is complete. Legacy returns are for those transitioning post-reconstitution. Returns will be calculated from June 1 through July 31.

Using provisional or legacy returns
Daily provisional and legacy returns and values are available below. In addition, with the
Russell Index Calculator, you can calculate any return within June and July based on your specified transition date. The calculator combines the official, provisional, or legacy returns required to produce an official benchmark return.

Index Name 7/25 7/24 7/23 7/22 7/21 Daily Returns Daily Values
Broad-Market Indexes
Transitional Russell 3000® Index 0.52 -2.39 0.35 1.38 0.13 Download File Download File
Transitional Russell 3000® Growth Index 0.87 -1.97 0.29 0.80 0.07 Download File Download File
Transitional Russell 3000® Value Index 0.12 -2.87 0.43 2.05 0.21 Download File Download File
Transitional Russell 3000E™ Index 0.52 -2.38 0.35 1.38 0.14 Download File Download File
Large-Cap Indexes
Transitional Russell 1000® Index 0.45 -2.40 0.39 1.32 0.08 Download File Download File
Transitional Russell 1000® Growth Index 0.84 -1.96 0.32 0.71 0.01 Download File Download File
Transitional Russell 1000® Value Index 0.01 -2.91 0.46 2.02 0.16 Download File Download File
Transitional Russell Top 200® Index 0.36 -2.09 0.49 1.52 -0.08 Download File Download File
Transitional Russell Top 200® Growth Index 0.80 -1.47 0.47 0.86 -0.20 Download File Download File
Transitional Russell Top 200® Value Index -0.11 -2.75 0.51 2.24 0.04 Download File Download File
Transitional Russell Top 50 0.41 -2.07 0.91 1.52 -0.14 Download File Download File
Mid-Cap Indexes
Transitional Russell Midcap® Index 0.68 -3.16 0.13 0.83 0.47 Download File Download File
Transitional Russell Midcap® Growth Index 0.93 -3.02 -0.01 0.39 0.47 Download File Download File
Transitional Russell Midcap® Value Index 0.34 -3.35 0.31 1.44 0.46 Download File Download File
Small-Cap Indexes
Transitional Russell 2000® Index 1.31 -2.28 0.00 2.10 0.76 Download File Download File
Transitional Russell 2000® Growth Index 1.29 -2.11 -0.06 1.84 0.69 Download File Download File
Transitional Russell 2000® Value Index 1.34 -2.48 0.07 2.40 0.85 Download File Download File
Transitional Russell 2500™ Index 0.75 -2.78 0.25 1.63 0.64 Download File Download File
Transitional Russell 2500™ Growth Index 0.77 -2.58 0.34 1.23 0.63 Download File Download File
Transitional Russell 2500™ Value Index 0.73 -3.01 0.15 2.14 0.65 Download File Download File
Transitional Russell Small Cap Completeness Index™ 0.94 -2.85 0.14 1.54 0.95 Download File Download File
Transitional Russell Sm Cap Completeness Growth Index™ 1.00 -2.64 0.23 1.25 1.11 Download File Download File
Transitional Russell Sm Cap Completeness Value Index™ 0.86 -3.14 0.02 1.92 0.73 Download File Download File
Transitional Russell Microcap™ Index 1.26 -1.52 0.08 2.34 0.95 Download File Download File







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Indexes are unmanaged and cannot by invested in directly. Returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment.