Nasdaq - Delayed Quote USD

Empower International Value Instl (MXJVX)

9.10 -0.03 (-0.33%)
At close: October 25 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 10.16%
5y Average Return 7.56%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Oct 24, 2024) 26.93%
Worst 1Y Total Return (Oct 24, 2024) --
Best 3Y Total Return 26.93%
Worst 3Y Total Return 1.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MXJVX
Category
YTD
14.02%
9.07%
1-Month
0.90%
-1.09%
3-Month
7.67%
5.12%
1-Year
24.27%
33.76%
3-Year
6.08%
8.50%
5-Year
8.90%
10.08%
10-Year
7.51%
5.80%
Last Bull Market
19.83%
14.90%
Last Bear Market
-12.98%
-23.70%

Annual Total Return (%) History

Year
MXJVX
Category
2024
--
--
2023
18.44%
--
2022
-14.90%
--
2021
11.26%
--
2020
10.21%
9.30%
2019
22.43%
21.59%
2018
-15.30%
-14.59%
2017
26.93%
25.12%

2016
4.26%
0.79%
2015
--
-1.59%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.26% -0.34% 7.67% --
2023 8.28% 2.84% -2.40% 8.99%
2022 -6.96% -12.98% -9.54% 16.20%
2021 3.52% 5.37% -1.81% 3.88%
2020 -21.64% 16.82% 6.00% 13.58%
2019 10.37% 2.57% -0.49% 8.68%
2018 -0.96% -3.86% 1.94% -12.74%
2017 7.21% 8.28% 3.33% 5.81%
2016 2.31% 2.36% 5.38% -5.52%
2015 -4.42% 5.36% -- --

Rank in Category (By Total Return)

YTD 28
1-Month 55
3-Month 41
1-Year 57
3-Year 18
5-Year 21

Load Adjusted Returns

1-Year 24.27%
3-Year 6.08%
5-Year 8.90%
10-Year 7.51%

Performance & Risk

YTD Return 10.16%
5y Average Return 7.56%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Foreign Large Blend
Fund Family Empower Funds
Net Assets 1.27B
YTD Return 14.02%
Yield 3.52%
Morningstar Rating
Inception Date May 01, 2015

Fund Summary

The fund will, under normal circumstances, invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities. Under normal circumstances, it will invest primarily in companies located outside the U.S., including those in emerging markets. The fund may have significant investments in a particular country, a small number of countries, or a particular geographic region.

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