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Empower S&P SmallCap 600 Index Instl (MXERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.34-0.10 (-1.55%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.38%
5-year average return8.27%
Number of years up6
Number of years down2
Best 1-yr total return (12 Jun 2024)26.40%
Worst 1-yr total return (12 Jun 2024)N/A
Best 3-yr total return26.40%
Worst 3-yr total return5.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXERXCategory
YTD1.38%20.19%
1-month4.91%0.02%
3-month2.16%4.36%
1-year19.86%60.18%
3-year0.37%11.32%
5-year9.93%13.88%
10-year8.75%11.19%
Last bull market24.99%27.98%
Last bear market-14.19%-24.08%

Annual total return (%) history

Year
MXERXCategory
2024
N/AN/A
2023
15.70%N/A
2022
-16.21%N/A
2021
26.40%N/A
2020
11.47%10.99%
2019
22.51%23.75%
2018
-8.65%-12.72%
2017
13.17%12.28%
2016
26.17%20.78%
2015
N/A-5.38%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.45%N/AN/AN/A
20232.47%3.42%-5.04%14.98%
2022-5.69%-14.19%-5.13%9.14%
202118.04%4.50%-2.98%5.61%
2020-32.53%21.97%3.15%31.33%
201911.62%1.74%-0.26%8.16%
20180.52%8.68%4.70%-20.14%
20171.12%1.65%5.92%3.94%
20162.48%3.47%7.14%11.06%
2015-9.35%3.76%N/AN/A

Rank in category (by total return)

YTD86
1-month45
3-month50
1-year68
3-year66
5-year53

Load adjusted returns

1-year19.86%
3-year0.37%
5-year9.93%
10-year8.75%