Nasdaq - Delayed Quote USD
Empower S&P Mid Cap 400 Index L (MXBUX)
At close: 8:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 12.42% |
| 5y Average Return | 10.17% |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Nov 4, 2024) | 25.14% |
| Worst 1Y Total Return (Nov 4, 2024) | -- |
| Best 3Y Total Return | 25.14% |
| Worst 3Y Total Return | 6.47% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MXBUX
Category
- YTD
- 11.83%
- 17.04%
- 1-Month
- -0.84%
- -0.01%
- 3-Month
- 0.11%
- 5.47%
- 1-Year
- 31.80%
- 50.44%
- 3-Year
- 4.31%
- 13.15%
- 5-Year
- 10.50%
- 13.75%
- 10-Year
- 8.98%
- 11.35%
- Last Bull Market
- 29.33%
- 25.95%
- Last Bear Market
- -15.51%
- -22.55%
Annual Total Return (%) History
Year
MXBUX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 9.73% | -3.70% | 6.71% | -- |
| 2023 | 3.60% | 4.64% | -4.42% | 11.45% |
| 2022 | -5.08% | -15.51% | -2.73% | 10.57% |
| 2021 | 13.19% | 3.41% | -1.95% | 7.79% |
| 2020 | -29.77% | 23.87% | 4.55% | 24.38% |
| 2019 | 14.21% | 2.85% | -0.30% | 6.85% |
| 2018 | -0.97% | 4.05% | 3.70% | -17.41% |
| 2017 | 3.04% | 6.06% | -- | -- |
Rank in Category (By Total Return)
| YTD | 64 |
| 1-Month | 47 |
| 3-Month | 78 |
| 1-Year | 59 |
| 3-Year | 56 |
| 5-Year | 60 |
Load Adjusted Returns
| 1-Year | 31.80% |
| 3-Year | 4.31% |
| 5-Year | 10.50% |
| 10-Year | 8.98% |
Performance & Risk
| YTD Return | 12.42% |
| 5y Average Return | 10.17% |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Blend |
| Fund Family | Empower Funds |
| Net Assets | 1.65B |
| YTD Return | 11.83% |
| Yield | 0.75% |
| Morningstar Rating | |
| Inception Date | May 01, 2015 |
Fund Summary
The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks of the companies included in the benchmark index. The index is designed to measure the performance of 400 midsize companies and represents the mid cap segment of the U.S. equities market.
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