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Empower Small Cap Value Instl (MXTFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.84-0.08 (-1.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.37%
5-year average return9.17%
Number of years up6
Number of years down2
Best 1-yr total return (2 July 2024)31.17%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return31.17%
Worst 3-yr total return2.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXTFXCategory
YTD2.81%26.79%
1-month-1.97%-1.77%
3-month-2.80%4.45%
1-year13.27%71.02%
3-year4.77%9.35%
5-year9.47%12.17%
10-year7.81%9.95%
Last bull market25.35%28.07%
Last bear market-13.20%-24.24%

Annual total return (%) history

Year
MXTFXCategory
2024
N/AN/A
2023
18.19%N/A
2022
-9.70%N/A
2021
31.17%N/A
2020
3.54%4.02%
2019
25.17%21.43%
2018
-15.93%-15.46%
2017
10.15%8.54%
2016
26.31%25.99%
2015
N/A-6.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.77%-2.80%N/AN/A
20231.82%5.36%-1.79%12.18%
2022-4.29%-13.20%-3.67%12.82%
202120.13%4.17%-0.95%5.83%
2020-33.55%18.36%1.86%29.24%
201914.35%3.77%-0.26%5.75%
2018-2.37%3.51%2.04%-18.47%
20170.42%-0.00%6.43%3.06%
20162.93%3.01%6.24%12.14%
2015-10.02%3.39%N/AN/A

Rank in category (by total return)

YTD23
1-month35
3-month25
1-year31
3-year24
5-year35

Load adjusted returns

1-year13.27%
3-year4.77%
5-year9.47%
10-year7.81%