Russell 2000® Small Cap Index

Ticker
RTY, RUT

Asset Classes
US Equity - Small Cap

Inception Date
01/01/1984

Overview

The Russell 2000^® Index measures the performance of the small-cap segment of the US equity universe. The Russell 2000® Index is a subset of the Russell 3000^® Index representing approximately 7% of the total market capitalization of that index, as of the most recent reconstitution. It includes approximately 2,000 of the smallest securities based on a combination of their market cap and current index membership. The Russell 2000 is constructed to provide a comprehensive and unbiased small-cap barometer and is completely reconstituted annually to ensure larger stocks do not distort the performance and characteristics of the true small-cap opportunity set.

Index Website

Performance

Summary Performance

One Month

1 Year

2 Year
(annualized)

2 Year (annualized)

5 Year
(annualized)

5 Year (annualized)

10 Year
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10 Year (annualized)

20 Year
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20 Year (annualized)

Year to Date

Russell 2000^® Disclaimer: The Foundations Annuity (the “Product”) has been developed solely by Security Benefit Life Insurance Company. The Product is not in any way connected to or sponsored, endorsed, sold or promoted by the London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). FTSE Russell is a trading name of certain of the LSE Group companies.

All rights in the Russell 2000^® (the “Index”) vest in the relevant LSE Group company which owns the Index. “Russell^®” is a trade mark of the relevant LSE Group company and by any other LSE Group company under license.

The Index is calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. The LSE Group does not accept any liability whatsoever to any person arising out of (a) the use of, reliance on or any error in the Index or (b) investment in or operation of the Product. The LSE Group makes no claim, prediction, warranty or representation either as to the results to be obtained from the Product or the suitability of the Index for the purpose to which it is being put by Security Benefit Life Insurance Company.

Please also refer to the product literature for the Security Benefit Life Insurance Company annuity offering an index account based on the index.

The chart presents the change in the index value for the selected period; an individual cannot invest directly in an index. The change in the index’s value shown in the chart does not reflect the caps, spreads, trigger rates, and/or participation rates that would have applied to an index account in a fixed index annuity that determined interest credits based in part on the change in the index’s value. Past performance of the index is no guarantee of, and should not be relied upon as a predictor of the future change of the index’s value. Unless otherwise indicated, the index's performance does not include dividends.

SB-10059-52 | 2025/05/14