Canada markets closed

Empower Multi-Sector Bond Instl (MXUGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
8.28+0.02 (+0.24%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.98%
5-Year Average Return2.11%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 30, 2024)12.16%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return12.16%
Worst 3-Yr Total Return-0.90%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMXUGXCategory
YTD0.61%1.94%
1-Month1.60%0.65%
3-Month0.98%2.15%
1-Year6.31%9.23%
3-Year-0.67%5.23%
5-Year2.43%4.63%
10-Year2.55%4.32%
Last Bull Market9.31%8.16%
Last Bear Market-6.42%-3.23%

Annual Total Return (%) History

Year
MXUGXCategory
2024
N/AN/A
2023
8.17%N/A
2022
-11.06%N/A
2021
1.16%N/A
2020
9.49%4.84%
2019
12.16%9.80%
2018
-2.80%-1.52%
2017
6.68%6.07%
2016
11.79%7.52%
2015
N/A-2.18%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.86%N/AN/AN/A
20232.75%0.10%-1.47%6.74%
2022-4.77%-6.42%-2.94%2.82%
2021-1.60%2.60%0.35%-0.14%
2020-7.74%9.80%3.19%4.74%
20195.39%3.06%1.56%1.69%
2018-0.62%-0.15%1.14%-3.15%
20172.66%1.93%1.17%0.78%
20163.73%4.60%3.90%-0.84%
2015-3.56%-1.90%N/AN/A

Rank In Category (By Total Return)

YTD70
1-Month28
3-Month67
1-Year70
3-Year64
5-Year44

Load Adjusted Returns

1-Year6.31%
3-Year-0.67%
5-Year2.43%
10-Year2.55%