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Empower Real Estate Index Instl (MXSFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.39+0.03 (+0.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.95%
5-year average return1.82%
Number of years up5
Number of years down3
Best 1-yr total return (2 July 2024)44.73%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return44.73%
Worst 3-yr total return-1.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXSFXCategory
YTD-0.59%20.43%
1-month2.69%2.69%
3-month-0.24%11.34%
1-year6.84%36.79%
3-year-0.49%10.81%
5-year2.46%7.03%
10-year4.79%9.08%
Last bull market21.24%31.03%
Last bear market-18.16%-16.60%

Annual total return (%) history

Year
MXSFXCategory
2024
N/AN/A
2023
13.64%N/A
2022
-26.11%N/A
2021
44.73%N/A
2020
-11.23%-4.49%
2019
22.81%27.28%
2018
-4.58%-5.97%
2017
3.43%6.22%
2016
6.28%6.89%
2015
N/A2.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.36%-0.24%N/AN/A
20232.73%2.93%-7.40%16.06%
2022-3.85%-18.16%-10.37%4.75%
20219.80%11.65%0.83%17.08%
2020-28.51%9.11%0.76%12.95%
201915.65%0.86%6.59%-1.23%
2018-7.47%9.88%0.56%-6.67%
2017-0.32%1.47%0.33%1.94%
20165.01%5.28%-1.33%-2.58%
20153.01%7.34%N/AN/A

Rank in category (by total return)

YTD23
1-month18
3-month38
1-year26
3-year18
5-year70

Load adjusted returns

1-year6.84%
3-year-0.49%
5-year2.46%
10-year4.79%