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Empower SecureFoundation Balanced ETF Fund (SFBPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.39-0.04 (-0.35%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.57%
5-Year Average Return6.08%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jun 27, 2024)18.91%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return18.91%
Worst 3-Yr Total Return2.10%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSFBPXCategory
YTD3.84%9.69%
1-Month3.37%0.91%
3-Month2.25%5.21%
1-Year13.69%27.06%
3-Year1.31%11.00%
5-Year6.86%10.26%
10-Year5.93%8.34%
Last Bull Market17.33%15.58%
Last Bear Market-10.97%-12.16%

Annual Total Return (%) History

Year
SFBPXCategory
2024
N/AN/A
2023
13.81%N/A
2022
-14.88%N/A
2021
10.24%N/A
2020
13.43%11.72%
2019
18.91%19.23%
2018
-5.80%-5.76%
2017
13.70%13.21%
2016
8.69%7.34%
2015
-0.79%-1.93%
2014
6.22%6.21%
2013
15.52%16.48%
2012
N/A11.72%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.12%N/AN/AN/A
20234.84%2.92%-3.66%9.48%
2022-5.42%-10.97%-5.19%6.61%
20213.25%4.10%-1.11%3.71%
2020-14.34%14.17%4.28%11.21%
20198.84%3.03%0.82%5.18%
2018-1.00%1.44%2.74%-8.71%
20173.75%2.58%3.19%3.54%
20161.69%2.37%3.42%0.97%
20152.42%-0.69%-4.87%2.53%
20141.47%3.37%-1.58%2.89%
20135.30%-0.18%4.73%4.93%
2012-1.06%4.07%1.54%N/A

Rank In Category (By Total Return)

YTD78
1-Month37
3-Month55
1-Year70
3-Year77
5-Year69

Load Adjusted Returns

1-Year13.69%
3-Year1.31%
5-Year6.86%
10-Year5.93%