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Empower SecureFoundation Bal Inv (MXSBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.38+0.03 (+0.22%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.61%
5-year average return6.46%
Number of years up11
Number of years down3
Best 1-yr total return (24 June 2024)17.79%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return17.79%
Worst 3-yr total return2.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXSBXCategory
YTD3.83%9.69%
1-month3.26%0.91%
3-month2.23%5.21%
1-year13.36%27.06%
3-year1.33%11.00%
5-year7.02%10.26%
10-year5.93%8.34%
Last bull market16.89%15.58%
Last bear market-10.51%-12.16%

Annual total return (%) history

Year
MXSBXCategory
2024
N/AN/A
2023
13.18%N/A
2022
-14.51%N/A
2021
11.12%N/A
2020
13.92%11.72%
2019
17.79%19.23%
2018
-5.32%-5.76%
2017
12.94%13.21%
2016
8.73%7.34%
2015
-0.66%-1.93%
2014
6.13%6.21%
2013
16.09%16.48%
2012
11.77%11.72%
2011
0.96%-0.11%
2010
11.00%11.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.06%N/AN/AN/A
20234.68%2.78%-3.67%9.21%
2022-5.46%-10.51%-5.53%6.96%
20213.68%3.99%-0.94%4.03%
2020-13.05%13.29%3.84%11.37%
20198.24%2.88%0.78%4.96%
2018-0.80%1.51%2.58%-8.35%
20173.47%2.45%3.04%3.41%
20161.98%2.08%3.11%1.30%
20152.35%-0.53%-4.79%2.47%
20141.52%3.30%-1.57%2.83%
20135.60%-0.09%4.81%4.97%
20127.55%-1.94%4.33%1.57%
20113.44%1.10%-9.75%6.96%
20103.30%-6.04%8.45%5.45%

Rank in category (by total return)

YTD79
1-month46
3-month55
1-year73
3-year76
5-year64

Load adjusted returns

1-year13.36%
3-year1.33%
5-year7.02%
10-year5.93%