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Empower S&P SmallCap 600 Index Instl (MXERX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.61-0.05 (-0.75%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.99%
5-Year Average Return9.11%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 19, 2024)26.40%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return26.40%
Worst 3-Yr Total Return5.69%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMXERXCategory
YTD-3.37%20.19%
1-Month-5.68%0.02%
3-Month0.48%4.36%
1-Year12.17%60.18%
3-Year-0.57%11.32%
5-Year6.89%13.88%
10-Year8.26%11.19%
Last Bull Market24.99%27.98%
Last Bear Market-14.19%-24.08%

Annual Total Return (%) History

Year
MXERXCategory
2024
N/AN/A
2023
15.70%N/A
2022
-16.21%N/A
2021
26.40%N/A
2020
11.47%10.99%
2019
22.51%23.75%
2018
-8.65%-12.72%
2017
13.17%12.28%
2016
26.17%20.78%
2015
N/A-5.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.45%N/AN/AN/A
20232.47%3.42%-5.04%14.98%
2022-5.69%-14.19%-5.13%9.14%
202118.04%4.50%-2.98%5.61%
2020-32.53%21.97%3.15%31.33%
201911.62%1.74%-0.26%8.16%
20180.52%8.68%4.70%-20.14%
20171.12%1.65%5.92%3.94%
20162.48%3.47%7.14%11.06%
2015-9.35%3.76%N/AN/A

Rank In Category (By Total Return)

YTD86
1-Month30
3-Month85
1-Year69
3-Year62
5-Year59

Load Adjusted Returns

1-Year12.17%
3-Year-0.57%
5-Year6.89%
10-Year8.26%