Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Empower Short Duration Bond Inv (MXSDX)

10.49
0.00
(0.00%)
At close: 8:01:42 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.14%
5y Average Return 2.39%
Number of Years Up 27
Number of Years Down 2
Best 1Y Total Return (Apr 28, 2025) 7.19%
Worst 1Y Total Return (Apr 28, 2025) --
Best 3Y Total Return 7.19%
Worst 3Y Total Return 0.05%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MXSDX
Category
YTD
1.56%
0.44%
1-Month
0.38%
0.02%
3-Month
1.56%
0.56%
1-Year
5.25%
2.65%
3-Year
3.25%
3.38%
5-Year
2.81%
2.40%
10-Year
2.10%
2.01%
Last Bull Market
3.78%
2.63%
Last Bear Market
-2.05%
-0.33%

Annual Total Return (%) History

Year
MXSDX
Category
2025
--
--
2024
4.24%
--
2023
5.67%
--
2022
-4.25%
--
2021
-0.03%
--
2020
4.63%
3.81%
2019
5.40%
4.72%
2018
0.63%
0.92%

2017
1.95%
1.73%
2016
1.70%
2.08%
2015
0.54%
0.19%
2014
1.00%
1.07%
2013
1.39%
0.45%
2012
4.66%
3.67%
2011
2.86%
1.66%
2010
7.19%
4.11%
2009
10.02%
9.30%
2008
0.33%
-4.23%
2007
4.74%
4.29%
2006
5.77%
4.05%
2005
2.60%
1.45%
2004
2.10%
1.63%
2003
3.20%
2.54%
2002
6.18%
5.47%
2001
7.93%
7.27%
2000
7.40%
7.59%
1999
3.19%
2.21%
1998
6.67%
6.27%
1997
5.42%
6.59%
1996
4.98%
4.56%
1995
--
11.03%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.56% -- -- --
2024 0.58% 0.97% 2.97% -0.32%
2023 1.62% 0.16% 0.93% 2.86%
2022 -2.69% -2.05% -1.04% 1.51%
2021 -0.11% 0.48% 0.12% -0.52%
2020 -2.46% 5.43% 0.70% 1.04%
2019 2.22% 1.52% 0.96% 0.60%
2018 -0.51% 0.35% 0.67% 0.12%
2017 0.71% 0.65% 0.65% -0.08%
2016 0.79% 1.18% 0.48% -0.74%

2015 0.64% 0.12% 0.04% -0.26%
2014 0.44% 0.55% -0.14% 0.14%
2013 0.66% -0.54% 0.80% 0.47%
2012 1.27% 0.69% 1.75% 0.87%
2011 0.79% 1.38% 0.01% 0.66%
2010 2.28% 2.74% 2.46% -0.45%
2009 1.76% 3.10% 3.57% 1.26%
2008 0.31% -0.52% -0.87% 1.42%
2007 1.35% 0.50% 1.76% 1.06%
2006 0.21% 0.64% 2.11% 2.72%
2005 0.70% 1.45% -0.21% 0.65%
2004 1.56% -1.55% 1.71% 0.40%
2003 1.24% 1.57% -0.05% 0.42%
2002 -0.25% 2.10% 3.23% 1.00%
2001 2.93% 0.43% 3.75% 0.65%
2000 1.36% 1.38% 1.38% 3.09%
1999 0.88% 0.65% 1.30% 0.33%
1998 1.40% 2.22% 2.41% 0.50%
1997 0.25% 2.34% 1.36% 1.38%
1996 0.13% 1.17% 1.24% 2.36%
1995 2.36% -- -- --

Rank in Category (By Total Return)

YTD 73
1-Month 23
3-Month 73
1-Year 88
3-Year 63
5-Year 43

Load Adjusted Returns

1-Year 5.25%
3-Year 3.25%
5-Year 2.81%
10-Year 2.10%

Performance & Risk

YTD Return 2.14%
5y Average Return 2.39%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.28
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Empower Funds
Net Assets 550.42M
YTD Return 1.56%
Yield 4.37%
Morningstar Rating
Inception Date Aug 01, 1995

Fund Summary

The fund will, under normal circumstances, invest at least 80% of its net assets in investment grade bonds. It will maintain an actively managed portfolio of bonds selected from several categories, including corporate bonds; securitized assets, including asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities and collateralized mortgage obligations; U.S. Treasuries and agency securities; structured credit; commercial paper; and foreign government securities.

Related Tickers