Nasdaq - Delayed Quote USD

Empower S&P SmallCap 600 Index L (MXNSX)

18.35
+0.29
+(1.61%)
At close: 8:01:43 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 40.26%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 3

Performance & Risk

YTD Return -8.88%
5y Average Return 10.17%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
MXNSXCategory AverageMXNSXCategory AverageMXNSXCategory Average
Alpha -10.61 -0.09 -4.62 -0.06 -5.98 -0.06
BETA 1.18 0.01 1.08 0.01 1.15 0.01
Mean Annual Return 0.31 0.01 1.02 0.01 0.71 0.01
R-squared 69.83 0.83 65.42 0.77 71.91 0.78
Standard Deviation 23 0.26 21.46 0.21 20.77 0.19
Sharpe Ratio -0.04 0 0.44 0.01 0.31 0.01
Treynor Ratio -3 0.08 7.12 0.1 3.91 0.09

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