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Empower Small Cap Value Inv (MXLSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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36.84+0.32 (+0.88%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.59%
5-Year Average Return9.09%
Number of Years Up21
Number of Years Down8
Best 1 Yr Total Return (Jun 27, 2024)34.87%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return34.87%
Worst 3-Yr Total Return2.54%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMXLSXCategory
YTD4.76%26.79%
1-Month4.47%-1.77%
3-Month4.85%4.45%
1-Year25.64%71.02%
3-Year4.45%9.35%
5-Year10.98%12.17%
10-Year8.17%9.95%
Last Bull Market25.21%28.07%
Last Bear Market-13.24%-24.24%

Annual Total Return (%) History

Year
MXLSXCategory
2024
N/AN/A
2023
17.81%N/A
2022
-10.03%N/A
2021
30.67%N/A
2020
3.20%4.02%
2019
24.67%21.43%
2018
-16.20%-15.46%
2017
9.73%8.54%
2016
25.83%25.99%
2015
-3.46%-6.71%
2014
4.86%3.34%
2013
34.87%36.22%
2012
15.92%16.00%
2011
-2.03%-4.45%
2010
23.98%26.17%
2009
27.86%31.32%
2008
-32.64%-32.24%
2007
3.21%-6.08%
2006
18.02%16.27%
2005
6.08%6.40%
2004
22.16%21.14%
2003
34.28%42.38%
2002
-14.68%-10.12%
2001
14.32%15.92%
2000
24.51%18.64%
1999
-0.92%6.78%
1998
-2.05%-6.93%
1997
24.65%27.89%
1996
29.89%22.50%
1995
29.29%22.49%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.71%N/AN/AN/A
20231.76%5.25%-1.91%12.12%
2022-4.37%-13.24%-3.82%12.75%
202119.97%4.10%-1.06%5.75%
2020-33.62%18.36%1.78%29.05%
201914.24%3.58%-0.22%5.59%
2018-2.47%3.38%2.07%-18.57%
20170.26%-0.07%6.37%2.98%
20162.78%2.88%6.21%12.03%
20154.74%-0.76%-10.08%3.28%
20140.80%3.46%-7.05%8.18%
201311.67%2.28%8.37%8.96%
201212.36%-5.39%4.81%4.04%
20117.83%-1.15%-21.12%16.52%
20105.31%-9.36%11.53%16.45%
2009-11.38%16.56%19.10%3.93%
2008-9.58%-0.50%-1.28%-24.16%
20074.46%5.49%-1.39%-5.02%
200612.81%-2.54%-0.12%7.48%
2005-2.74%2.93%4.88%1.03%
20045.95%1.66%0.91%12.39%
2003-4.85%17.88%4.90%14.12%
20026.43%-5.33%-19.24%4.85%
2001-3.75%13.27%-10.92%17.71%
20009.77%-1.10%6.95%7.23%
1999-11.72%15.32%-6.99%4.64%
19989.68%-6.02%-19.23%17.66%
1997-1.43%13.77%14.46%-2.89%
19967.92%7.20%2.99%9.02%
19955.35%4.92%13.00%3.52%

Rank In Category (By Total Return)

YTD27
1-Month53
3-Month16
1-Year42
3-Year32
5-Year44

Load Adjusted Returns

1-Year25.64%
3-Year4.45%
5-Year10.98%
10-Year8.17%