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Empower Large Cap Value Inv (MXEQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.87+0.02 (+0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.08%
5-year average return11.16%
Number of years up23
Number of years down6
Best 1-yr total return (2 Jul 2024)30.01%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return30.01%
Worst 3-yr total return5.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXEQXCategory
YTD11.12%4.44%
1-month-0.58%-4.04%
3-month0.23%4.09%
1-year19.06%14.37%
3-year8.63%6.04%
5-year11.43%9.20%
10-year8.88%8.57%
Last bull market24.92%22.97%
Last bear market-10.75%-11.27%

Annual total return (%) history

Year
MXEQXCategory
2024
N/AN/A
2023
12.28%11.63%
2022
-3.54%-5.90%
2021
25.98%26.22%
2020
3.71%2.91%
2019
26.53%25.04%
2018
-9.52%-8.53%
2017
16.22%15.94%
2016
18.75%14.81%
2015
-6.89%-4.05%
2014
7.39%10.21%
2013
30.01%31.21%
2012
17.21%14.57%
2011
-0.88%-0.75%
2010
15.07%13.66%
2009
25.20%24.13%
2008
-36.21%-37.09%
2007
3.23%1.42%
2006
19.11%18.15%
2005
4.15%5.95%
2004
14.98%12.97%
2003
25.65%28.44%
2002
-13.04%-18.69%
2001
1.88%-4.99%
2000
12.33%7.87%
1999
3.68%6.72%
1998
8.93%12.00%
1997
28.62%26.61%
1996
19.76%20.08%
1995
33.15%32.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.87%0.23%N/AN/A
20230.51%4.25%-2.45%9.84%
20221.33%-10.75%-5.18%12.49%
202112.19%5.41%-0.58%7.13%
2020-26.65%15.50%3.64%18.12%
201911.07%4.26%2.13%6.97%
2018-2.41%1.89%3.98%-12.49%
20173.29%2.14%4.35%5.57%
20162.80%3.42%4.12%7.28%
2015-1.14%-0.64%-10.33%5.71%
20141.52%4.53%-1.77%3.02%
201311.39%2.60%4.55%8.81%
201211.31%-2.81%6.30%1.92%
20115.74%-0.99%-15.53%12.08%
20106.65%-11.63%10.00%11.01%
2009-15.56%19.57%17.97%5.12%
2008-8.17%-6.15%-4.59%-22.42%
20071.20%6.76%-1.33%-3.16%
20065.32%-0.26%5.58%7.39%
2005-0.65%0.32%2.94%1.50%
20041.95%2.56%0.68%9.22%
2003-6.07%16.85%1.47%12.81%
20024.35%-7.71%-17.37%9.28%
2001-2.41%5.63%-8.16%7.61%
2000-3.01%-0.13%6.68%8.70%
1999-0.62%13.06%-8.67%1.05%
19988.80%-2.19%-7.57%10.75%
19972.76%11.90%7.27%4.28%
19964.56%2.98%3.73%7.22%
19957.93%6.58%7.08%8.09%

Rank in category (by total return)

YTD10
1-month52
3-month18
1-year18
3-year17
5-year25

Load adjusted returns

1-year19.06%
3-year8.63%
5-year11.43%
10-year8.88%