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Empower Core Strategies US Eq Inv (MXETX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.44-0.05 (-0.40%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.13%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (12 Jun 2024)25.40%
Worst 1-yr total return (12 Jun 2024)N/A
Best 3-yr total return25.40%
Worst 3-yr total return9.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXETXCategory
YTD11.50%5.31%
1-month4.77%-4.19%
3-month4.77%3.90%
1-year28.99%20.31%
3-year8.18%6.48%
5-year14.83%11.78%
10-year0.00%10.96%
Last bull market27.07%25.56%
Last bear market-14.73%-15.11%

Annual total return (%) history

Year
MXETXCategory
2024
N/AN/A
2023
22.79%22.32%
2022
-15.82%-16.96%
2021
25.40%26.07%
2020
N/A15.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.05%N/AN/AN/A
20235.40%7.80%-2.84%11.23%
2022-5.04%-14.73%-4.29%8.62%
20217.87%7.08%0.00%8.56%
202015.41%N/AN/AN/A

Rank in category (by total return)

YTD27
1-month40
3-month14
1-year26
3-year48
5-year49

Load adjusted returns

1-year28.99%
3-year8.18%
5-year14.83%
10-yearN/A