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Empower S&P SmallCap 600 Index Inv (MXISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.59+0.10 (+0.80%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.22%
5-year average return6.78%
Number of years up22
Number of years down8
Best 1-yr total return (30 Apr 2024)40.60%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return40.60%
Worst 3-yr total return5.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXISXCategory
YTD2.28%20.19%
1-month3.17%0.02%
3-month2.28%4.36%
1-year15.26%60.18%
3-year1.70%11.32%
5-year8.59%13.88%
10-year8.23%11.19%
Last bull market56.79%27.98%
Last bear market-14.24%-24.08%

Annual total return (%) history

Year
MXISXCategory
2024
N/AN/A
2023
15.47%N/A
2022
-16.51%N/A
2021
25.95%N/A
2020
10.93%10.99%
2019
22.29%23.75%
2018
-8.99%-12.72%
2017
12.75%12.28%
2016
25.74%20.78%
2015
-2.54%-5.38%
2014
5.20%3.79%
2013
40.60%37.39%
2012
15.81%15.46%
2011
0.35%-4.07%
2010
25.69%25.61%
2009
24.96%31.80%
2008
-31.35%-36.56%
2007
-0.82%-1.10%
2006
14.57%15.03%
2005
7.06%6.75%
2004
21.78%18.94%
2003
38.11%43.41%
2002
-15.23%-16.22%
2001
5.78%8.92%
2000
10.26%11.89%
1999
11.88%19.95%
1998
-1.61%-3.03%
1997
21.01%26.36%
1996
15.30%21.50%
1995
26.25%27.21%
1994
-4.68%-1.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.28%N/AN/AN/A
20232.46%3.22%-5.10%15.05%
2022-5.78%-14.24%-5.14%8.92%
202118.06%4.28%-2.98%5.45%
2020-32.71%21.93%3.00%31.26%
201911.58%1.70%-0.33%8.13%
20180.44%8.60%4.60%-20.23%
20170.98%1.63%5.86%3.77%
20162.43%3.33%7.13%10.89%
20153.79%0.09%-9.48%3.64%
20141.01%1.87%-6.85%9.76%
201311.70%3.80%10.55%9.69%
201211.80%-3.66%5.28%2.13%
20117.55%-0.34%-19.95%16.97%
20108.47%-8.85%9.56%16.04%
2009-16.78%20.70%18.65%4.85%
2008-7.56%0.39%-1.10%-25.20%
20073.08%5.04%-2.00%-6.53%
200612.73%-4.68%-1.03%7.74%
2005-2.27%3.81%5.23%0.28%
20046.14%3.28%-1.60%12.91%
2003-5.91%19.47%6.97%14.86%
20026.72%-6.76%-18.63%4.70%
2001-6.74%13.42%-16.98%20.46%
20005.62%0.28%3.01%1.05%
1999-8.97%15.26%-4.95%12.19%
199810.83%-4.49%-20.70%17.23%
1997-5.39%15.88%14.04%-3.22%
19964.77%4.88%-0.03%4.97%
19954.20%8.84%9.18%1.96%
1994-4.00%-4.26%5.99%-2.15%

Rank in category (by total return)

YTD92
1-month80
3-month92
1-year80
3-year74
5-year69

Load adjusted returns

1-year15.26%
3-year1.70%
5-year8.59%
10-year8.23%