Russell 3000 Index
| Foundation | January 1, 1984[1] |
|---|---|
| Operator | FTSE Russell |
| Trading symbol |
|
| Constituents | 3,023 (April 2026)[2] |
| Type | Broad market |
| Market cap | US$75.6 trillion (April 2026)[3] |
| Related indices | Russell 1000 Index, Russell 2000 Index, Russell 3000E Index |
| Website | www |
- Information Technology (34.7%)
- Financials (12.8%)
- Communication Services (9.03%)
- Consumer Discretionary (9.41%)
- Health Care (9.77%)
- Industrials (10.0%)
- Consumer Staples (4.29%)
- Energy (3.51%)
- Utilities (2.05%)
- Materials (2.19%)
- Real Estate (2.17%)
The Russell 3000 is a stock market index tracking the stock performance of the 3,000 largest companies listed on stock exchanges in the United States. It is maintained by FTSE Russell and its components are determined via strict rules-based methodology, with an annual rebalancing in late June, the only time new entrants are added to the index.
The index is a public-float-weighted/capitalization-weighted index. The index includes approximately 98% of the total market capitalization of U.S. public companies,[1] with an aggregate market capitalization of about $75.6 trillion as of April 30, 2026.[3] As of April 30, 2026, the median market capitalization of the components of the index is $2.8 billion and components range in market capitalization from $146 million to $4.8 trillion.[5]
Products linked to the Russell 3000 include index funds (exchange-traded funds and mutual funds) as well as derivatives (options and futures contracts), which are available for trading in many countries with the goal of replicating the performance of the index. Also available are modified index funds; they replicate the performance of the index with modifications such as the use of covered call strategies, equal weighting, performance buffers, leverage, inclusion of only growth or value stocks, or exclusion of certain sectors, all with the goal of changing the risk/return and yield.
Subsets
[edit]- Russell 1000[a][3] (95.4%): 72.1
- Russell 2000[6] (4.63%): 3.5
The Russell 3000 is primarily subdivided into two other indices, the large-cap Russell 1000 and the small-cap Russell 2000.[7] Those two indices are disjoint, and combining them results in exactly the Russell 3000.[7][8] As of April 30, 2025[update], the Russell 1000 comprised about 95% of the Russell 3000's total market capitalization, and the Russell 2000 comprised the approximate remaining 5%.[7]
Most other indices in the Russell US series are also subsets of the Russell 3000.
Annual returns
[edit]Annual returns have been as follows:[9]
| Year | Price return (excluding dividends) | Total return (including dividends) |
|---|---|---|
| 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% |
| 2025 | 15.67% | 17.15% |
See also
[edit]- S&P 1500 – US broad stock market index from S&P Dow Jones Indices
- Russell 2500 Index
- Russell 2000 Index – U.S. small-cap stock market index
- Russell 1000 Index – U.S. large-cap stock market index
- Wilshire 5000 – US total stock market index
Notes
[edit]- ↑ Computed by subtracting the market cap of the Russell 2000 from that of the Russell 3000, using data from Russell rank day in April 2026.
References
[edit]- 1 2 Yoshimoto, Catherine (September 19, 2025). "Why it's time to revisit the Russell 2000". FTSE Russell.
- ↑ "Russell Reconstitution". FTSE Russell. April 30, 2026. Retrieved 2026-09-28.
- 1 2 3 "FTSE Russell Begins June 2026 Semi-Annual Russell US Indexes Reconstitution" (Press release). London Stock Exchange Group. May 22, 2026. Retrieved 2026-09-28.
- ↑ "iShares Russell 3000 ETF". iShares. BlackRock.
- ↑ Yoshimoto, Catherine (June 16, 2026). "Russell reconstitution June 2026: Larger leaders, stronger small caps". FTSE Russell.
- ↑ Yoshimoto, Catherine (June 16, 2026). "Russell reconstitution June 2026: Larger leaders, stronger small caps". FTSE Russell.
The total market capitalization of the Russell 2000 increased [...] to $3.5 trillion in 2026
- 1 2 3 "Russell US Indexes Ecosystem" (PDF). FTSE Russell. July 8, 2025. p. 2. Retrieved 2026-09-29.
- ↑ "Russell 2000 Index". FTSE Russell. Retrieved 2026-09-29.
Perfectly complements the Russell 1000 – with no gaps and no overlaps
- ↑ "Russell 3000 (^RUA)".