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Empower S&P 500 Index Investor (MXVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.22-0.11 (-0.34%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.83%
5-year average return12.62%
Number of years up17
Number of years down3
Best 1-yr total return (29 Apr 2024)31.63%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return31.63%
Worst 3-yr total return7.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXVIXCategory
YTD10.41%14.84%
1-month3.18%1.65%
3-month10.41%7.55%
1-year29.20%40.47%
3-year10.94%16.77%
5-year14.48%16.15%
10-year12.35%13.21%
Last bull market39.49%24.09%
Last bear market-16.19%-17.61%

Annual total return (%) history

Year
MXVIXCategory
2024
N/AN/A
2023
25.61%N/A
2022
-18.55%N/A
2021
28.20%N/A
2020
17.77%15.83%
2019
30.84%28.78%
2018
-4.89%-6.27%
2017
21.18%20.44%
2016
11.27%10.37%
2015
0.75%-1.07%
2014
13.00%10.96%
2013
31.63%31.50%
2012
15.42%14.96%
2011
1.48%-1.27%
2010
14.37%14.01%
2009
25.88%28.17%
2008
-37.50%-37.79%
2007
4.83%6.16%
2006
15.21%14.17%
2005
4.27%5.88%
2004
10.24%10.02%
2003
N/A27.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.41%N/AN/AN/A
20237.34%8.61%-3.41%11.54%
2022-4.74%-16.19%-5.00%7.40%
20216.05%8.40%0.51%10.95%
2020-19.75%20.42%8.82%11.99%
201913.50%4.19%1.55%8.94%
2018-0.89%3.32%7.55%-13.64%
20175.88%2.95%4.38%6.49%
20161.14%2.30%3.70%3.70%
20150.78%0.13%-6.62%6.92%
20141.65%5.08%0.98%4.77%
201310.43%2.82%5.02%10.39%
201212.52%-2.92%6.17%-0.48%
20115.78%-0.08%-13.95%11.58%
20105.23%-11.59%11.22%10.54%
2009-11.12%15.88%15.47%5.86%
2008-9.58%-2.99%-8.54%-22.09%
20070.45%6.13%1.90%-3.51%
20064.09%-1.54%5.50%6.56%
2005-2.29%1.19%3.50%1.91%
20041.56%1.55%-2.03%9.11%
200312.15%N/AN/AN/A

Rank in category (by total return)

YTD46
1-month60
3-month46
1-year47
3-year35
5-year40

Load adjusted returns

1-year29.20%
3-year10.94%
5-year14.48%
10-year12.35%