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Empower S&P Mid Cap 400 Index Instl (MXNZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.31-0.08 (-0.95%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.61%
5-year average return10.57%
Number of years up6
Number of years down2
Best 1-yr total return (23 June 2024)25.96%
Worst 1-yr total return (23 June 2024)N/A
Best 3-yr total return25.96%
Worst 3-yr total return7.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXNZXCategory
YTD7.62%17.04%
1-month4.31%-0.01%
3-month3.42%5.47%
1-year25.53%50.44%
3-year4.40%13.15%
5-year12.02%13.75%
10-year9.49%11.35%
Last bull market29.75%25.95%
Last bear market-15.45%-22.55%

Annual total return (%) history

Year
MXNZXCategory
2024
N/AN/A
2023
16.18%N/A
2022
-13.18%N/A
2021
24.45%N/A
2020
13.49%12.39%
2019
25.96%26.21%
2018
-11.22%-11.15%
2017
16.05%15.93%
2016
20.43%14.14%
2015
N/A-4.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.91%N/AN/AN/A
20233.77%4.74%-4.31%11.71%
2022-4.85%-15.45%-2.51%10.70%
202113.45%3.52%-1.82%7.93%
2020-29.71%24.10%4.58%24.40%
201914.45%2.95%-0.20%7.11%
2018-0.80%4.25%3.83%-17.31%
20173.88%1.96%3.18%6.18%
20163.74%3.97%3.98%7.38%
2015-8.52%2.47%N/AN/A

Rank in category (by total return)

YTD34
1-month29
3-month28
1-year33
3-year46
5-year29

Load adjusted returns

1-year25.53%
3-year4.40%
5-year12.02%
10-year9.49%