Nasdaq - Delayed Quote USD

Empower Core Strategies Flex Bd Instl (MXEDX)

9.97
+0.01
+(0.10%)
At close: 8:01:41 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.26%
5y Average Return 0.37%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (May 15, 2025) 9.57%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 9.57%
Worst 3Y Total Return -2.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MXEDX
Category
YTD
3.18%
-0.61%
1-Month
0.50%
0.77%
3-Month
2.34%
1.99%
1-Year
9.68%
3.06%
3-Year
2.70%
5.69%
5-Year
0.51%
3.75%
10-Year
0.00%
3.84%
Last Bull Market
7.66%
4.61%
Last Bear Market
-5.01%
1.87%

Annual Total Return (%) History

Year
MXEDX
Category
2025
--
--
2024
3.28%
--
2023
6.42%
--
2022
-12.24%
--
2021
-1.40%
--
2020
9.57%
8.06%
2019
8.10%
8.94%
2018
--
-0.61%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.67% -- -- --
2024 -0.30% 0.25% 5.91% -2.43%
2023 3.12% -0.86% -2.89% 7.19%
2022 -5.07% -5.01% -4.08% 1.48%
2021 -2.64% 1.64% 0.00% -0.36%
2020 2.90% 3.94% 1.08% 1.35%
2019 3.44% 2.28% 1.55% 0.61%
2018 0.40% -0.14% -- --

Rank in Category (By Total Return)

YTD 26
1-Month 12
3-Month 40
1-Year 7
3-Year 24
5-Year 44

Load Adjusted Returns

1-Year 9.68%
3-Year 2.70%
5-Year 0.51%
10-Year --

Performance & Risk

YTD Return 2.26%
5y Average Return 0.37%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Empower Funds
Net Assets 1.28B
YTD Return 3.18%
Yield 4.46%
Morningstar Rating
Inception Date Jun 25, 2018

Fund Summary

The fund will, under normal circumstances, invest at least 80% of its net assets (plus the amount of borrowings for investment purposes) in a diversified portfolio of fixed income securities of any maturity and duration. The fixed income securities in which the fund may invest include corporate bonds, U.S. government securities, mortgage- and asset-backed securities, and bank loans.

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