Nasdaq - Delayed Quote USD

Empower S&P Mid Cap 400 Index Instl (MXNZX)

7.98
+0.03
+(0.38%)
At close: 6:46:41 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 index is designed to measure the performance of 400 midsize companies and represents the mid cap segment of the U.S. equities market.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 25.96%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 2

Performance & Risk

YTD Return -2.07%
5y Average Return 12.52%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
MXNZXCategory AverageMXNZXCategory AverageMXNZXCategory Average
Alpha -6.22 -0.06 -2.55 -0.05 -4.55 -0.04
BETA 1.15 0.01 1.06 0.01 1.12 0.01
Mean Annual Return 0.66 0.01 1.18 0.01 0.8 0.01
R-squared 82.18 0.88 79.3 0.85 84.26 0.84
Standard Deviation 20.71 0.23 19.24 0.19 18.75 0.17
Sharpe Ratio 0.16 0.01 0.59 0.01 0.4 0.01
Treynor Ratio 1.08 0.11 9.61 0.11 5.46 0.1

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