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Empower Moderately Agg Prfl Inv (MXBPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.10+0.02 (+0.28%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.19%
5-Year Average Return8.02%
Number of Years Up16
Number of Years Down8
Best 1 Yr Total Return (May 29, 2024)28.93%
Worst 1 Yr Total Return (May 29, 2024)N/A
Best 3-Yr Total Return28.93%
Worst 3-Yr Total Return3.53%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMXBPXCategory
YTD2.52%11.35%
1-Month-3.22%0.99%
3-Month2.98%5.92%
1-Year11.15%32.83%
3-Year2.02%11.75%
5-Year6.60%11.53%
10-Year6.55%8.98%
Last Bull Market18.97%17.67%
Last Bear Market-11.35%-15.71%

Annual Total Return (%) History

Year
MXBPXCategory
2024
N/AN/A
2023
13.60%N/A
2022
-13.09%N/A
2021
14.25%N/A
2020
11.75%13.51%
2019
20.35%21.35%
2018
-7.62%-7.93%
2017
15.42%15.80%
2016
9.23%7.93%
2015
-0.64%-2.77%
2014
7.06%5.71%
2013
20.42%21.31%
2012
14.07%13.42%
2011
-2.10%-3.80%
2010
13.34%13.49%
2009
28.93%29.37%
2008
-30.25%-34.34%
2007
7.45%7.43%
2006
13.97%13.07%
2005
7.83%7.35%
2004
13.51%10.93%
2003
24.25%25.10%
2002
-13.25%-14.51%
2001
-10.73%-9.67%
2000
-5.81%-1.68%
1999
N/A20.12%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.93%N/AN/AN/A
20234.14%3.10%-3.03%9.11%
2022-4.65%-11.35%-5.30%8.58%
20215.50%4.76%-1.11%4.53%
2020-18.66%15.47%5.07%13.23%
20199.94%2.88%0.56%5.80%
2018-0.71%0.96%2.80%-10.35%
20174.26%3.29%3.12%3.93%
20161.04%2.20%3.69%2.01%
20152.69%-0.80%-5.61%3.33%
20141.82%3.80%-1.81%3.16%
20136.91%1.09%5.25%5.86%
20129.90%-3.54%5.17%2.31%
20114.13%0.37%-13.05%7.73%
20104.76%-8.48%9.77%7.70%
2009-8.12%17.16%15.62%3.58%
2008-6.49%-0.61%-9.90%-16.70%
20072.10%5.83%0.51%-1.06%
20065.43%-1.73%3.37%6.41%
2005-1.15%1.44%4.50%2.91%
20043.02%0.35%0.01%9.78%
2003-4.26%13.78%3.45%10.25%
20021.20%-6.22%-13.28%5.40%
2001-12.20%6.78%-15.01%12.04%
20003.36%-3.10%0.44%-6.37%
199913.62%N/AN/AN/A

Rank In Category (By Total Return)

YTD60
1-Month14
3-Month29
1-Year70
3-Year59
5-Year69

Load Adjusted Returns

1-Year11.15%
3-Year2.02%
5-Year6.60%
10-Year6.55%