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Empower Ariel Mid Cap Value Instl (MXOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.08+0.02 (+0.20%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.42%
5-year average return6.47%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)26.53%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return26.53%
Worst 3-yr total return4.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXOAXCategory
YTD-2.32%21.28%
1-month-2.51%-1.96%
3-month-6.40%4.90%
1-year1.11%55.83%
3-year-0.52%11.08%
5-year6.80%11.93%
10-year6.14%10.64%
Last bull market25.64%25.54%
Last bear market-15.29%-22.08%

Annual total return (%) history

Year
MXOAXCategory
2024
N/AN/A
2023
10.92%N/A
2022
-12.69%N/A
2021
26.53%N/A
2020
9.18%2.63%
2019
24.82%25.18%
2018
-13.70%-12.86%
2017
15.28%13.22%
2016
13.10%18.06%
2015
N/A-5.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.36%-6.40%N/AN/A
20231.97%5.08%-6.51%10.72%
2022-4.65%-15.29%-6.02%15.02%
202116.04%4.78%-2.86%7.13%
2020-29.94%19.05%5.70%23.86%
201915.68%1.47%-1.63%8.09%
2018-0.17%1.12%3.08%-17.07%
20177.27%0.73%0.18%6.49%
20161.22%0.33%7.10%3.99%
2015-13.04%4.77%N/AN/A

Rank in category (by total return)

YTD98
1-month72
3-month98
1-year97
3-year97
5-year87

Load adjusted returns

1-year1.11%
3-year-0.52%
5-year6.80%
10-year6.14%