Canada markets open in 8 hours 48 minutes

Empower S&P 500 Index Institutional (MXKWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
8.23-0.03 (-0.36%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.70%
5-Year Average Return13.41%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Apr 28, 2024)31.18%
Worst 1 Yr Total Return (Apr 28, 2024)N/A
Best 3-Yr Total Return31.18%
Worst 3-Yr Total Return7.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMXKWXCategory
YTD10.53%14.84%
1-Month3.24%1.65%
3-Month10.53%7.55%
1-Year29.56%40.47%
3-Year11.33%16.77%
5-Year14.88%16.15%
10-Year12.71%13.21%
Last Bull Market39.79%24.09%
Last Bear Market-16.16%-17.61%

Annual Total Return (%) History

Year
MXKWXCategory
2024
N/AN/A
2023
26.00%N/A
2022
-18.25%N/A
2021
28.66%N/A
2020
18.27%15.83%
2019
31.18%28.78%
2018
-4.50%-6.27%
2017
21.61%20.44%
2016
11.66%10.37%
2015
N/A-1.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.53%N/AN/AN/A
20237.49%8.60%-3.25%11.56%
2022-4.63%-16.16%-4.91%7.52%
20216.15%8.54%0.56%11.05%
2020-19.65%20.53%8.90%12.14%
201913.56%4.22%1.73%8.95%
2018-0.81%3.47%7.58%-13.50%
20176.02%3.08%4.38%6.61%
20161.28%2.43%3.75%3.74%
2015-6.60%6.97%N/AN/A

Rank In Category (By Total Return)

YTD40
1-Month48
3-Month40
1-Year40
3-Year27
5-Year28

Load Adjusted Returns

1-Year29.56%
3-Year11.33%
5-Year14.88%
10-Year12.71%