Nasdaq - Delayed Quote USD

Empower S&P SmallCap 600 Index Instl (MXERX)

5.91
+0.02
+(0.34%)
At close: 8:06:41 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.40%
5y Average Return 11.14%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (May 28, 2025) 26.40%
Worst 1Y Total Return (May 28, 2025) --
Best 3Y Total Return 26.40%
Worst 3Y Total Return 1.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MXERX
Category
YTD
-12.91%
20.19%
1-Month
-4.27%
0.02%
3-Month
-15.28%
4.36%
1-Year
-2.18%
60.18%
3-Year
1.77%
11.32%
5-Year
11.17%
13.88%
10-Year
7.12%
11.19%
Last Bull Market
21.97%
27.98%
Last Bear Market
-14.19%
-24.08%

Annual Total Return (%) History

Year
MXERX
Category
2025
--
--
2024
8.54%
--
2023
15.70%
--
2022
-16.21%
--
2021
26.40%
--
2020
11.47%
10.99%
2019
22.51%
23.75%
2018
-8.65%
-12.72%

2017
13.17%
12.28%
2016
26.17%
20.78%
2015
--
-5.38%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.02% -- -- --
2024 2.45% -3.29% 10.11% -0.51%
2023 2.47% 3.42% -5.04% 14.98%
2022 -5.69% -14.19% -5.13% 9.14%
2021 18.04% 4.50% -2.98% 5.61%
2020 -32.53% 21.97% 3.15% 31.33%
2019 11.62% 1.74% -0.26% 8.16%
2018 0.52% 8.68% 4.70% -20.14%
2017 1.12% 1.65% 5.92% 3.94%
2016 2.48% 3.47% 7.14% 11.06%

2015 -9.35% 3.76% -- --

Rank in Category (By Total Return)

YTD 82
1-Month 89
3-Month 82
1-Year 71
3-Year 85
5-Year 59

Load Adjusted Returns

1-Year -2.18%
3-Year 1.77%
5-Year 11.17%
10-Year 7.12%

Performance & Risk

YTD Return -8.40%
5y Average Return 11.14%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Empower Funds
Net Assets 959.19M
YTD Return -12.91%
Yield 2.61%
Morningstar Rating
Inception Date May 01, 2015

Fund Summary

The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks of the companies included in the benchmark index. The fund uses the replication method of indexing, meaning the fund seeks to own the securities contained in the benchmark index in as close as possible a proportion of the fund as each stock’s weight in the benchmark index.

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