Australia markets closed

Empower Moderately Agg Prfl Inv (MXBPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
7.15+0.01 (+0.14%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.78%
5-year average return7.36%
Number of years up16
Number of years down8
Best 1-yr total return (26 June 2024)28.93%
Worst 1-yr total return (26 June 2024)N/A
Best 3-yr total return28.93%
Worst 3-yr total return3.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXBPXCategory
YTD5.93%11.35%
1-month3.32%0.99%
3-month3.17%5.92%
1-year17.16%32.83%
3-year2.65%11.75%
5-year8.29%11.53%
10-year6.71%8.98%
Last bull market18.97%17.67%
Last bear market-11.35%-15.71%

Annual total return (%) history

Year
MXBPXCategory
2024
N/AN/A
2023
13.60%N/A
2022
-13.09%N/A
2021
14.25%N/A
2020
11.75%13.51%
2019
20.35%21.35%
2018
-7.62%-7.93%
2017
15.42%15.80%
2016
9.23%7.93%
2015
-0.64%-2.77%
2014
7.06%5.71%
2013
20.42%21.31%
2012
14.07%13.42%
2011
-2.10%-3.80%
2010
13.34%13.49%
2009
28.93%29.37%
2008
-30.25%-34.34%
2007
7.45%7.43%
2006
13.97%13.07%
2005
7.83%7.35%
2004
13.51%10.93%
2003
24.25%25.10%
2002
-13.25%-14.51%
2001
-10.73%-9.67%
2000
-5.81%-1.68%
1999
N/A20.12%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.93%N/AN/AN/A
20234.14%3.10%-3.03%9.11%
2022-4.65%-11.35%-5.30%8.58%
20215.50%4.76%-1.11%4.53%
2020-18.66%15.47%5.07%13.23%
20199.94%2.88%0.56%5.80%
2018-0.71%0.96%2.80%-10.35%
20174.26%3.29%3.12%3.93%
20161.04%2.20%3.69%2.01%
20152.69%-0.80%-5.61%3.33%
20141.82%3.80%-1.81%3.16%
20136.91%1.09%5.25%5.86%
20129.90%-3.54%5.17%2.31%
20114.13%0.37%-13.05%7.73%
20104.76%-8.48%9.77%7.70%
2009-8.12%17.16%15.62%3.58%
2008-6.49%-0.61%-9.90%-16.70%
20072.10%5.83%0.51%-1.06%
20065.43%-1.73%3.37%6.41%
2005-1.15%1.44%4.50%2.91%
20043.02%0.35%0.01%9.78%
2003-4.26%13.78%3.45%10.25%
20021.20%-6.22%-13.28%5.40%
2001-12.20%6.78%-15.01%12.04%
20003.36%-3.10%0.44%-6.37%
199913.62%N/AN/AN/A

Rank in category (by total return)

YTD60
1-month67
3-month27
1-year68
3-year64
5-year72

Load adjusted returns

1-year17.16%
3-year2.65%
5-year8.29%
10-year6.71%