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Empower Large Cap Value Instl (MXVHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.60+0.02 (+0.26%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.98%
5-Year Average Return11.67%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 30, 2024)26.92%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return26.92%
Worst 3-Yr Total Return6.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMXVHXCategory
YTD12.01%4.44%
1-Month3.80%-4.04%
3-Month6.69%4.09%
1-Year28.49%14.37%
3-Year8.74%6.04%
5-Year13.39%9.20%
10-Year9.54%8.57%
Last Bull Market25.03%22.97%
Last Bear Market-10.78%-11.27%

Annual Total Return (%) History

Year
MXVHXCategory
2024
N/AN/A
2023
12.69%11.63%
2022
-3.22%-5.90%
2021
26.47%26.22%
2020
4.05%2.91%
2019
26.92%25.04%
2018
-9.15%-8.53%
2017
16.56%15.94%
2016
19.16%14.81%
2015
N/A-4.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.98%N/AN/AN/A
20230.59%4.42%-2.33%9.85%
20221.49%-10.78%-4.99%12.50%
202112.39%5.52%-0.57%7.25%
2020-26.49%15.52%3.68%18.18%
201911.23%4.26%2.28%7.01%
2018-2.35%2.07%4.03%-12.38%
20173.41%2.25%4.37%5.63%
20162.80%3.61%4.20%7.36%
2015-10.27%5.88%N/AN/A

Rank In Category (By Total Return)

YTD5
1-Month19
3-Month7
1-Year13
3-Year12
5-Year19

Load Adjusted Returns

1-Year28.49%
3-Year8.74%
5-Year13.39%
10-Year9.54%